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Define layout in a base template

Sometimes a letterhead needs to dictate not just things like the company’s logo and fairly static items like the directors’ names, but also the position of the addressee information and data elements like ‘Your Reference’ and ‘Our Reference’, for example.

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Multi-line fields on an XpressDox interview

You may not want to have to define 3 or 4 or some maximum number of address line data elements, and have the user capture them one at a time, and still provide conditional formatting logic to suppress any empty data elements. XpressDox document assembly supports this by the concept of long text fields.

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Where have all my data elements gone?

Sometimes you will have marked up a template and then when you run it, one or more of the data elements don’t appear in the data capture interview. Conversely, sometimes the data element may appear in the capture interview but not on the merged document. This Cookbook recipe gives the background to why this might be, and what you can do about it.

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ToUpper – XpressDox

Regardless of the case of the value entered into the interview or imported from a database, that value can be converted into UPPER CASE.   Command structure: «ToUpper(FullName)» “Fred Basset” becomes “FRED BASSET”   Additional

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Today – XpressDox

Today inserts the current date into the document. It can be formatted in the same way as for FormatDate.   Command structure: «Today(‘MMMM d yyyy’)»     Examples of usage: A template run on the

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Trim – XpressDox

The «Trim()» function will strip white space or other characters from either side of a value.   White Space “White Space” includes the space character but also other characters (like the tab or new line

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Source and destination formatting

When including part (or all) of one document into another, which is the basis of the BaseTemplate, IncludeTemplate and InsertDocument commands, there is always an issue about what formatting (styles, fonts, etc.) should be applied in the resulting document. XpressDox provides three options for this.

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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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Value – XpressDox

This function is usually used inside Scripts, when you want to use a script as a function inside another command. The function returns exactly what it is passed, as in: «Script(DemoValue)»«Value(‘This is what will be

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ValueIsEmpty – XpressDox

Normally, the following test would result in “Yes it is empty” if the value of Name were an empty string: «If(Name = ”)»Yes it is empty«Else()»No it is not empty«End()» However, in situations where the XML

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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

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Width – XpressDox

Before the advent of the Width command, the widths of controls on the interview would be variable, as the right hand side of the control is a fixed distance from the edge of the interview form.

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WindowsLogonUser – XpressDox

This function is used to gain access to the user name with which the person running the template logged on to Windows The person running this template is logged on to Windows with the user

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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 now provides a formal reporting module in the Cloud, however if you would like to build your own reporting system it can be done as follows:   XpressDox can be configured to record every

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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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