XpressDox Server RESTful API
XpressDox publishes an API for those users who would like to harness the power of document automation within their apps. See the API documentation here.
XpressDox Support
Interview Integration – JavaScript and iFrame
Over and above the API (Server to Server Communication), XpressDox also offers Interivew Integration. (3rd Party Server to Browser to XpressDox Server Communication). Integration Information The XpressDox Server provides code snippets to make integration of interviews really easy for you. To access these snippets: Sign in to your XpressDox Cloud
How to Integrate an Interview into your Application (JavaScript or iFrame)
Step 1. Upload the template solution to the cloud The first step is to design, author and upload the template ‘solution’ to the cloud. Usually a solution comprises a number of templates and supporting files, as in this case. Step 2. Copy and paste the integration code from the cloud
Understanding Template Identifiers
What is a template identifier (template ID): When a template is uploaded to a cloud environment it is assigned a template identifier. This template ID is used in integrations between XpressDox and 3rd party applications. Because the integrated application needs to refer to the template ID it is important that
Creating Cleanup and Artifacts Tasks on your Server folders – XpressDox
Account/File Administrators can create Cleanup and Artifact Creation Schedules to facilitate the best performance on your Server account. Create artifacts after hours so that interviews build faster; and Specify when to delete documents and/or data files from selected folders. To create an Artifact Creation Schedule (can be
How to setup Scheduled Tasks in a self-hosted environment
The Scheduled Tasks feature enables you to setup: a periodic ‘cleanup’ or deleting of both documents and data files from specified folders. a regular building of artifacts so that during template maintenance, these artifacts can be rebuilt at a convenient time, make the templates run noticeably faster. the emptying of
Configuring SSO using Azure AD for your XpressDox Cloud Account
If you have an account registered on one of these XpressDox Cloud instances, then follow these instructions to configure SSO for your Cloud Account: After logging in to your instance of Azure AD, go to your Active Directory and click on the Enterprise applications. Add a new application; search
Check the syntax of all your XpressDox templates in a folder
Check the syntax of all templates in a folder simply by following these steps: Navigate to a folder using the XpressDox Explorer in Word Right click on any template inside that folder Click on Check Syntax of Templates in Folder Once XpressDox has finished checking, you can open the SyntaxCheckLog.csv
Configure XpressDox to Use Secure Protocol SSI (HTTPS)
This article is intended to help you convert your self-hosted XpressDox installation from HTTP to HTTPS. Ensure that the following pre-requisites are in place: A valid SSL Certificate is installed for your site The IIS Rewrite Module is installed An https binding site binding has been added Once those are
MultiSelect – XpressDox
This command is the same as DefineSetAllGroup, but was renamed as MultiSelect from v12. Both will work. There is a requirement in some templates for the interview user to be able to check a checkbox and have a set of check boxes all checked – a so-called “Check All”
ToLower – XpressDox
Regardless of the case of the value entered into the interview or imported from a database, that value can be converted into lower case. Command structure: «ToLower(Type)» “Plaintiff” becomes “plaintiff” Additional parameters on the ToLower function: ToLower can begin converting the string at any character supplied at
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 parameters on the ToUpper command: ToUpper can begin converting the string at any character
ExcludeFromGrid – XpressDox
Display items in a grid repeat in your XpressDox template, but exclude certain of them from the initial grid capture This command is used in conjunction with CaptureInGrid when there are too many elements inside the repeat for all of them to be displayed as a grid, but it is
IncrementDate – XpressDox
Increment a date by a certain number of days, months or years. Command structure: «IncrementDate(DateOfBirth,25, “y”)» The above will add 25 years to the value in the data element ‘DateOfBirth’. Some simple examples: Tomorrow: «IncrementDate(Today(),1,”d”)» i.e. add 1 day to today’s date. Yesterday: «IncrementDate(Today(),-1,”d”)» i.e. subtract 1 day
Tab – XpressDox
Templates with many data elements might result in data capture interviews being constructed by XpressDox which are intimidating to the template user. The Tab command assists the template author in laying out the data capture interview.
Cookbook Examples
Find help fast by searching “xpressdox [command name]” in Google The XpressDox CookbookThe official XpressDox Cookbook contains various recipes for different aspects of XpressDox. It is intended to complement the User Reference. The latter document is comprehensive in that it covers all of the XpressDox commands and functions, but
Alphabetic List of Commands and Functions
Command or Function Name Description and Examples AlignCaption Sets the alignment of the caption for specific data elements «AlignCaption(FirstName,LastName,Top)» AlignCaptions Sets whether captions on the interview should be aligned left, right or top «AlignCaptions(Right)» «AlignCaptions(Left)» «AlignCaptions(Top)» AlignErrorMessages Sets whether error messages (on the web interview) should be aligned
The DetectLongConditions Command
How will I know when to use this command? Particularly with long templates with lots of conditional logic, you can get one or both of the following situations: either the interview responsiveness is very sluggish, and/or you get an “Out of Memory” exception being thrown by the system. What
Configuring data sources
The Data Sources facility provides a way for data captured into some other system to be merged into templates. For example, users may wish to be able to have address and other contact information from Microsoft® Outlook inserted into letters. This would be achieved by defining the Outlook Contacts as a Data Source.
Managing contact details on letters
Ensuring correct contact details on a letterhead can be a huge problem in a large enterprise. XpressDox has a number of features which make it possible to overcome this problem. One of these is the Data Source Configuration feature together with the ChooseFromDataSource command.
Getting data from data sources into a template
XpressDox Docussembly™ document assembly software makes it easy to perform advanced document assembly functions, like selecting a single instance of a repeated data element, including data from a data source, and using the ‘Refresh’ and ‘Save’ options with templates using data sources.
Configure a Data Source for a Database
Introduction XpressDox supports a number of database formats as “standard” data sources. These include Microsoft Access, Microsoft Excel (yes, the spreadsheet is regarded as a database), Microsoft SQL Server, MySQL, Salesforce, and then any database which has an ODBC driver installed for it. Databases in general have a variety of
Configure a Data Source for a Salesforce Database
XpressDox offers Salesforce.com users a simple-to-use Salesforce with Word or Web integration that enables users to populate their documents with Salesforce data automatically. This means that anything from simple documents to complex agreements can be produced in seconds. In order to prepare for this integration you need to download and install
Use a SQL SELECT as a data source
It may be that you are developing a set of templates using data from a database, but you are not the database administrator, and so can’t create your own views or stored procedures in the database. Using the feature described here, you could at least address the database with a
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