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The CaptureAsLongText Command

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

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Supply help text to users on an XpressDox interview

Often the name of a data element is descriptive enough to for a user to know what to enter when capturing data. But sometimes more help is needed. XpressDox has a number of mechanisms available for the template author to provide the user with help in capturing data, in particular using the Help command.

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Customizing and using base templates

Sometimes it would be useful to be able to customize a source template for more than just the letter body. For example, it may be that the Data Set contains data for more than one set of addressees and the source document needs to be able to indicate which of these addressees is to be included on the base template.

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The EndsWith Function – XpressDox

EndsWith tests the end of a string: «If(EndsWith(Surname,’-Smith’)» «Surname» is a double-barrelled name. «SetV(‘FirstPart’,substring(Surname,1,string-length(Surname) – 6))»«Comment(SetV(‘FirstPart’,string-before(‘-Smith’)) is equivalent)» «End()» «Name_of_Client»«If(not(EndsWith(ToLower(Name_of_Client),’s’)))»’s«Else()»’«End()»

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The ChooseUsingCheckBox Command

Use this command to display a Checkbox on the interview.   Command structure: «ChooseUsingCheckBox(Beneficiary,Y,N,N)»   Examples of usage: The command can be written as simply as this, and when the data element is chosen its

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The StartsWith Function – XpressDox

The StartsWith function (an XSLT 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

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The Debug Command – XpressDox

Missing or superfluous End commands When a template is run, XpressDox will check for missing and floating End commands as well as floating Else commands. Wherever possible, the error message warning about one of these

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The Count Function

Count This function can be used to return the number of instances of a given repeated item. «ForEach(Child)» «Child_Name» «End()» Number of children: «count(Child)» Conditions may be added to the «Count» command, as illustrated below:

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The ExcludeFromIV Command

Particularly in the situation where data are included in the data set from a data source, text file or perhaps Standard Data Elements, it may be that the template author does not want the user

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The Help Command

This command can be used to provide help text for the XpressDox interview: Command structure: «Help(Interest,Enter the rate of interest, excluding the % sign)» Examples of usage The Help command can appear anywhere in the template, not

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The Contains Function

This function is used to test for a string anywhere inside another string, and would appear inside a command such as If, When or Iif.   Example: «If(contains(Surname,’prmzl’))»«Surname» is not an English name.«End()»   Related

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The If Command – XpressDox

Using the If command, chunks of text can be included in or excluded from the assembled document depending on values provided by the user in the interview.   Command structure: «If(Balance_Outstanding > 10000)» «If(Beneficiary =

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The ComeHereAfterRun Command

After a template is run and the document has been produced, the «ComeHereAfterRun()» command will cause the Word cursor to position itself at the point in the document where this command appears. Command Structure «ComeHereAfterRun()»

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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

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The Required Command

Use this command when a field should not be left empty on the interview.   Command structure: «Required(AccountNumber)»   Examples of usage: Mark one mandatory field as required:«Required(AccountNumber)» Add a second parameter to the command

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Data capture in XpressDox

XpressDox has been designed to fill marked-up templates in two general situations: The first is when data is captured and stored as part of an application; and, the second is to assist users who use the system within Microsoft® Office Word to produce standard documents.

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Reporting on template usage

XpressDox can be configured to record every usage of a template, giving the date and time it was run, along with the user who ran it.  This requires a database (a formal one like SQL

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Format an Identity Number

The FormatNumber function in XpressDox can help the template author make sure that the template user captures valid numeric data, as well as format the result for readability.

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Configuring Helper Folders in XpressDox

In XpressDox Docussembly™ document assembly software any number of Helper Folders can be configured. A typical example of a folder for which this type of shortcut is defined would be one in which letterheads or other standard templates like fax headers, etc. are kept. In this way these standard templates can be kept separately to the templates that use them.

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