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XpressDox Support

The Caption Command

A caption 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 of Defendant)» Style a portion of

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You work for three bosses

A straight forward mechanism for looking up values in a text file is provided with the ChooseFromFile command. It is almost as powerful as selecting data from a database, but has no configuration overhead. “The poor man’s datasource”.

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Source and Destination formatting in version 4

There was a change in Version 4 with the style handling with BaseTemplate,  IncludeTemplate and InsertTemplate template. How it worked in version 3 of XpressDox With version 3, when Source formatting was used, XpressDox would create a new style in the destination template for every style in the source template, but

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Provide default values

Using a simple text file as a data source, XpressDox provides the template author with the ability to set data elements to default values which the template user can then accept, or modify for each template run.

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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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Log the Usage of each Template

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 Server or MySQL, not Excel or Access) with a table in it which has the

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Handling calculations and Regional Settings in XpressDox

The contents of this article apply to Version 4 (and later) of XpressDox. Enhanced calculation support has been added in Version 9. If you have that version installed and are licensed for it, rather read Arithmetic in XpressDox XpressDox uses a technology called XSLT at the core of its assembly

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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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Cooperating with Document Management Systems

XpressDox does not integrate with document management (DM) systems, in the strict sense of the word.  However, there are various tools available to the template author to make cooperation with a DM almost seamless. Configuration Firstly, the configuration can be set up to stop XpressDox from saving the merged documents

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Create a letter head template

A letterhead is a template which is formatted with artefacts like a company logo and contact information, and all letters published by the company should be printed with this letterhead template as the background .

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Download the AdventureWorks database

Some of the sample templates which are delivered with XpressDox make use of one of the early instances of the Microsoft AdventureWorks SQL Server database.  This database can no longer be obtained from any Microsoft web site, and so a backup is made available here. You can download the .zip

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Delimiters: How to choose your own fillpoint delimiters

It is possible for field markers to be re-defined on any given installation of XpressDox. The decision to do this needs to be taken seriously because as soon as any significant number of templates have been authored using a particular choice of Merge Field markers, a change to the markers will require a change to all the templates authored up to that point.

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Standard data element configuration

These are data elements that appear as data elements on standard templates. A typical example is the user’s email address and telephone extension on a letterhead. In order to save a user typing their own details into the data capture UI every time they run a template, the Standard Data Elements feature allows them to enter these details into the configuration of a folder.

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Managing favorite templates

This tab is only available for the Home folder. It enables the user to specify a number of templates that they use frequently, and these templates are then presented in the Microsoft® Office Word UI in a menu, so that the user can have quick access to them.

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Configuring office settings

XpressDox Docussembly™ document assembly software allows you to configure your installation to centralize letterheads, clause libraries, data sources, and XpressDox Explorer. This is a powerful yet simple way to scale the benefits of XpressDox Docussembly™ across your organization.

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Merging configurations

Although other systems have concepts like ‘Private Folders’ and ‘Shared Folders’, these concepts are not necessary as such in XpressDox, as they can be provided for, and more flexibly, by the combination of the features of Merged Configuration and Helper Folders.

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Configuration for folder settings

Every folder where templates can be stored, and from which they are selected with the Run Template function, can have a configuration saved in it. When a folder is selected as the Configuration for folder, it means that the configuration settings entered on the screen will be saved in that folder.

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Version 2.2.5 (2009-09-25)

Version 2.2.5 of XpressDox Docussembly™ document assembly software has been released. New features include a way to organize your commonly used data elements in the Template Author’s Toolkit, and more ways to format the data capture dialog using the Heading command in conjunction with Tab.

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Notes on XpressDox syntax

XpressDox Docussembly™ document assembly syntax is fairly straightforward, and by paying attention to these few rules you can ensure your templates work first time, every time. This articles describes the syntax rules for data element names, command names, and functions, and describes when to use quote marks.

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The CaptureDataElement Command

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.

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Format a date in archaic form

Using standard XpressDox functions and commands, XpressDox renders a date in archaic form, i.e. 2009-09-02 becomes “the 2nd day of October in the Year of Our Lord Two Thousand and Nine”.

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