Commands / Functions in XpressDox Document Automation software. Here is a list containing every command / function available in the XpressDox Command Assistant, listed alphabetically, along with a short explanation of what it does. Click on the command name for more information and examples of usage.   Command or Function...

The Command Assistant is available on the XpressDox ribbon   It empowers the template author by: presenting a list of recently used data elements that can be re-used presenting a list of all the XpressDox commands supplying examples and help for each command supplying helpers that construct the syntax of...

As well as configuring the folders where documents and data are to be stored, the filename which will be given to the saved documents and data can be defined, using the 'Pattern for saved file name' described in configuring standard folders.

«AlignCaptions(Right)» will cause the right hand side of all of the captions to be aligned just to the left of their respective controls on the interview.

This command allows the template author for Web interviews to specify where the error messages for data elements in the interview should appear.   Command structure: «AlignErrorMessages(Top)» Examples of usage: «AlignErrorMessages(Top)» will cause any error messages to be displayed above the relevant data element in the Web interview, and the...

AppendPDF enables the user, and also the template author, to choose one or more PDF files which will be appended to the document assembled by the template in which the command appears.  The SaveAsPDF(Yes) command is issued implicitly.  The entire output document will always be a PDF.   Example – user...

The AppendVr and PrependVr functions provide less cumbersome syntax for appending or prefixing values to variables than using SetVr to do this. Prior to these two functions, suppose you wanted to concatenate a pipe symbol (|) and a data element value (data element Name) to the end of a variable...

It may be that all, or at least some, of the data set to be used to assemble a document comes from some place other than the interview.  For example, it might be that the data are in a data base, or retrieved from a web service or some other...

Creates a button on the interview, which in itself has no functionality, but provides a method to initiate other commands.   Command Structure: «Button(XXX)»   Examples of usage: Sometimes, the template author would like to let the user initiate actions (database retrieval, modification of data elements, etc.) explicitly. This is...

The XpressDox caption command can be used to make the question text for a field more descriptive on the interview.   Command structure: «Caption(FieldName,Descriptive Caption Text)»   Examples of usage: Simple example: «FirstName» «Caption(FirstName,First Name of Defendant)»   Style the caption with a font and color: «Caption(FirstName,^b^@Blue/Microsoft Sans Serif/10@First Name...

Feature Cloud/Integration WinAuth (not available from v14 onwards) Authentication Forms Authentication Windows Authentication (Active Directory) Hosted Self-hosted or SaaS Local Network Folder structure Restricted to Registered Account Configured via shared Settings file Folder permissions Restricted using CustomUser Groups defined in theapplication Active Directory File and folder permissions areadhered to Access...

Discussion of this command is best done in the context of “relevance”.  Relevance refers to the set of algorithms that XpressDox uses to decide whether a particular control for a data element should appear on the interview or not. Commands such as «ChooseFromList()» and other Choose commands will cause the...

CaptureAsLongText and InsertFormattedText. The data capture interview will provide a multi-line control into which the data for the data element can be captured: «CaptureAsLongText(PropertyDescription)» If this long text is included in the document via a simple fillpoint (in the above example: «PropertyDescription»), then any line breaks which the user may...

Once a year, you will find your server license needs replacing. Please follow these steps to apply the new license issued to you by XpressDox:   In your Cloud account, click Manage>License (note that this must be done by the Account Administrator)     Current License information is displayed. To...

The background to this command probably needs a bit of experience in authoring more complex templates. Because XpressDox uses XSLT technology to format the documents, it is possible to use XSLT and XPath expressions to control some of the processing.

Capturing fields and controlling the sequence of the XpressDox interview   In v14: This article was written before the invention of the Manage Interview feature, introduced in v14. With Manage Interview, you can easily re-arrange fields on an interview with a drag-and-drop! And if you use the Question command, you...

Present repeating data to the user in a grid format –  a bit like a spreadsheet.   Command structure: «CaptureInGrid(Party,Yes)»   Examples of usage: «ForEach(Party)» Full Name: «FullNames» Type: «ChooseFromList(Type,,Individual,Entity)»«Type» Contact number: «ContactNumber» «End()» «CaptureInGrid(Party,Yes)» The original mechanism for capturing repeated data in the classic / pre-v14 interview was for...

Important information to read before installing your XpressDox Server This document contains instructions on how to install your XpressDox Server. Before you start, please note:   The following instructions assume you have the authority and rights to add and configure a website on your network / server environment. The instructions...

When the data set can be populated prior to the interview becoming active, then this command can be used to present an interview which contains only those data elements which are empty. A dataset can be populated prior to the interview in a number of ways: The data are sourced via an...

Use the ceiling() XSLT function in XpressDox The ceiling and floor functions are two XSLT functions but can also be used in XpressDox, and are available in Command Editor.  In essence, they perform the equivalent of a “round up” (ceiling) and “round down” (floor) to the nearest integer. For example,...

This article is intended to help you convert your self-hosted XpressDox installation from HTTP to HTTPS. Ensure that the following pre-requisites are in place: A valid SSL Certificate is installed for your site The IIS Rewrite Module is installed An https binding site binding has been added Once those are...

Use data from a customer and/or staff database on your XpressDox templates. As a first step, the database needs to be configured as a data source in XpressDox. Learn how to configure a data source in this article.

Regardless of the case of the value entered into the interview or imported from a database, that value can be converted using the following commands into a different case on the assembled document:   ToUpper This will place the UPPER CASE value of the data into the document: «ToUpper(FullName)» “Fred...

The Scheduled Tasks feature enables you to setup: a periodic ‘cleanup’ or deleting of both documents and data files from specified folders. a regular building of artifacts so that during template maintenance, these artifacts can be rebuilt at a convenient time, make the templates run noticeably faster. the emptying of...

Once the data set being captured has acquired some data (either captured in this session or included from a data source or file), then a ChooseFromDataElements command can be used to allow the user to capture the value of a data element from the values of existing data elements. For example,...