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XpressDox Support

Most Often Used Commands

Learning XpressDox is a bit like learning a new language. It takes a little practice (and patience) to become fluent. Although there are many commands at your fingertips, this article addresses some of the most common ones. Start here and you will be well on your well to authoring great templates!

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What is the difference between Commands and Functions

Throughout the XpressDox documentation, reference is made to Commands and also to Functions.  Syntactically commands and functions appear the same, but their functionality is different and in some cases this difference is important. A rule of thumb for distinguishing commands from functions is that commands are used for global layout

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Best Practices for Advanced Authors: Part I

XpressDox is designed to enable a template author to get started on authoring a template without having to do a lot of pre-configuring, or even much design.  You can just start typing the template and add XpressDox fillpoints as they are needed. That’s OK if all you are doing is

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Set Web Information for a Template

These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server.   SendWebMail You can provide as many of these commands as necessary. The command can be used to send an email attaching either (or none of) the merged

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Comparison of XpressDox Server Functionality

Feature Cloud/Integration WinAuth AUTHENTICATION Forms Authentication WindowsAuthentication (ActiveDirectory) HOSTED Cloud Local Network FOLDER STRUCTURE Restricted to Registered Account Configured via sharedSettings file FOLDER PERMISSIONS Restricted using CustomUser Groups defined in theapplication Active DirectoryFile and folderpermissions areadhered to ACCESS TO FILE SYSTEM Only if Self hosted Yes USER MANAGEMENT XpressDox Active

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Decide on data element naming conventions

Putting some thought into how you name your data elements has a huge pay off later on. The re-use of data is a big advantage in document automation but this can only be done if the data element names are the same. Consistency is key.

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InsertFormattedText – XpressDox

This command provides a multi line field on the interview.   Command structure: «InsertFormattedText(Address)»   The above fillpoint will cause the ‘Address’ to be formatted in the assembled document with each line of ‘Address’ on its own line in the merged document, just as it was entered by the user

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When – XpressDox

The When command can be used when the text to be included or excluded is small, is text only (i.e. contains no further data elements) and requires no MS Word formatting.   Example 1: Plurals This fax consists of «NumberOfPages» page«When(NumberOfPages != 1,s)». Note that != means “not equal to”.   Example 2: Pronouns

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Install XpressDox Server

This document contains instructions on how to install your XpressDox Server. Before you start, please note: We assume you have the authority and rights to add and configure a website on your network We assume you have experience working with website and database configuration in a Windows environment. By default,

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Formatting individual data elements

Formatting functions can be applied to any data element name where the value of the data element is to be included in the resulting text, that is when the data element name would otherwise exist in a Merge Field all on its own, or inside a List command.

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All commands regarding Repeating Data – XpressDox

Here is a consolidated list of all commands regarding the handling of repeating data. Click on each command for a more detailed article.   ForEach() Repeat data elements and/or text. «ForEach(Party)»«Name»«End()» last() Get the first or last item in the set of repeated elements. «Party[position() = last()])»«Name»«End()» Ordinal() Get the

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All commands regarding the Interview – XpressDox

This is a consolidated list of all the commands regarding the Interview, along with a short description of each. Click on the command name for a link to a more detailed article.   Interview capture: Button Place a button on the interview and set some custom behavior using the OnExitSet

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All commands regarding Variables – XpressDox

Learn about each command regarding Variables in the XpressDox Document Automation Command Library   This is a consolidated list regarding all commands regarding Variables. Along with each command you will find a short description and usage example if applicable. However, there are links to more detailed articles provided on each

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All commands regarding Conditional Logic – XpressDox

This is a consolidated list regarding all commands used with Document Logic. Along with each command you will find a short description and usage example if applicable. However, there are links to more detailed articles provided on each of the command names.   Eq Test whether two strings match each

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How to replace a server license

From time to time, you will find your server license needs replacing. The license is set to expire after a given amount of time and a new one will be supplied to you by a representative at XpressDox. Please follow these steps to apply the new license:   Go to

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Which API should I use?

XpressDox has three APIs.  The choice of which to use depends on the particular application and situation. XpressDox Engine API The XpressDox Engine API comes in two flavours – the first is for access from Microsoft .NET programming languages.  Using this API a .NET developer will be able to write

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