Comment – XpressDox
Sometimes a template author will want to record the reasons for using specific commands or document logic, and record this inside the template itself. The Comment command is available for this.
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How to Convert Numbers to Currency
An amount of money can be stored as a numeric value, and rendered as a natural language phrase when needed. The Currency function does this.
Concatenating strings
There are times when it is necessary to concatenate the values of data elements, variables and/or hard-coded strings together to form a value which is then stored in a variable. The concat function does this.
Relevance
The term “relevance” refers to the algorithms used by XpressDox to determine whether the control to capture a data element in the interview should even appear in the interview. In the simplest case, the fillpoint «CompanyRegistrationDate» will cause a simple text control to appear in the interview for data element
Troubleshooting missing pictures in documents
Normally pictures, logos, etc., are handled without problems by XpressDox. But sometimes the pictures go missing from the merged document and are replaced by a red X in a box. This recipe discusses why this can happen and gives some advice on how to correct the situation.
Advanced Conditional Logic
Suppose you would like to write a sentence something like one of the following, depending on the age of a child: My child <ChildName> is a teenager and is allowed to watch movies rated for 13 and older. OR My child <ChildName> is not a teenager but in any case, being <Age>,
The GT and LT functions
Sometimes it is syntactically impractical to use the characters < and > in a particular context. For example, you might want to use a Dynamic Caption which is something like this (to use the word “names” or “name” in the caption depending on the number of children): «Caption(DependantNames,Enter the <IIf(count(Child)
Set a Custom Document Property
Using the SetCustomDocumentProperty command in an XpressDox template, a Word Custom Document Property can be defined in the merged document.
Styling and coloring the Caption, Footing and Heading
The style (i.e. bold, italic and/or underline) and color of a Caption or Heading can be set to enhance the usability of the XpressDox data capture interview.
Version 2.3.1 (2010-03-03)
Coloring captions and headings, tools for trouble shooting and many usability features have been added in Version 2.3.1
Get the Last Day of the Month
Suppose you want to get the date of the last day of a month. There are a number of ways to achieve this with XpressDox. With version 8.2.1 of XpressDox, this can now very easily be achieved using the LastDayInMonth function. Brute Force Method Assume that you have a data
The RenderAsNumeric function
The calculation features of XpressDox require that values conform to a specific format. This format permits numeric digits, an optional leading sign (+ or -) and an optional decimal point. Thousands separators, spaces and other such characters are not permitted. The RenderAsNumeric function assists with this.
Testing parts of a string
1. The StartsWith function is used to test whether a string starts with a given string: «If(StartsWith(Surname,’van ‘)»«Title» «Surname» is probably of Dutch descent.«End()» «If(StartsWith(Surname,’van ‘)»«SetV(‘LastPart’,substring-after(Surname,’van ‘))»«End()» In previous versions this command was known as starts-with. Backward compatibility ensures that XpressDox will still recognize this command. 2. EndsWith tests the
Using verbose Choose commands
Radio buttons and check boxes provide a way of enabling users to make quick choices. The results of these can be either sort, terse text values or can indeed be whole paragraphs.
Data capture interview layout tips
Although XpressDox will automatically construct a data capture interview for a template when that template is run, template authors will want to make use of the layout commands to control the layout of the interview.
Version 2.2.11 (2009-12-24)
This version sees the introduction of the XpressDox in Word API. This will enable developers to include XpressDox within their own applications. See the document XpressDox In Word API Specification.doc in the My Documents\XpressDox folder.
The CreateDataElement Function
The CreateDataElement function adds a new data element to the data set for the template.
GetValidFileName function – removes or replaces illegal characters from a file name
The GetValidFileName function will examine a value for characters which are illegal in a file name, and either remove those illegal characters, or replace them with a string supplied to the function.
Version 2.2.10 (2009-11-28)
The handling of Office Settings has been enhanced so that changes to these are distributed to end users smoothly. MySQL data base support is now explicit – using the .NET MySQL provider and also ODBC. In the process, data source handling in general has been made more efficient. Two new
Enabling disruption
Despite the fact that it is relatively inexpensive, and increases productivity dramatically, law firms haven’t rushed out to buy document assembly software. In fact, the majority of lawyers don’t even know that document assembly software exists. So why hasn’t document assembly become mainstream?
Troubleshooting XpressDox Startup
This article provides guidance on possible solutions when XpressDox does not load, either immediately after installation, or at a later stage.
Document assembly: A disruptive technology?
In his book The End of Lawyers? Rethinking the Nature of Legal Services, international legal futurist, author and technology consultant Richard Susskind refers to technologies that have potential to transform companies, industries and markets into drastically different entities.
New document assembly system launched
“It’s taken a long time but document assembly is gaining acceptance as law firms realize knowledge re-use in the form of templates has a payback period of a couple of months,” says Chris Pearson, director of O2Smart who have recently launched a document assembly software system called XpressDox Docussembly™.
Version 2.2.9 (2009-11-02)
This version of XpressDox Docussembly™ introduces the Data Source Name Mapping feature. In addition, numerous bug fixes have been applied.
Shopping center lease in 30 seconds!
“Automation software is smart — it can be trained to do complex functions like difficult math calculations or guide users though logic choices based on prior answers,” says Dale Marvin of Intelligent Words. With document assembly software Dale says, “You don’t use ‘find and replace’, ‘cut and paste’, rigid merge fields or other antiquated methods of assembling your documents.”
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