Embed a spreadsheet into an assembled document   Using the IncludeSpreadsheet command, you can embed a spreadsheet into the assembled document.  This uses Microsoft’s OLE technology, which means that when you view the assembled document and double click on the spreadsheet, that spreadsheet will open in Excel. It can then...

An entire template file can be inserted into the document using the «IncludeTemplate» command. The included template can contain Fillpoint definitions and even issue further IncludeTemplate commands.  It is treated thereafter exactly as if the contents of that included template had been typed directly into the including template. Example: The description of...

Date calculations: Increment a date by a certain number of days, months or years.     First, some simple examples: Add 25 years to the value in the data element ‘DateOfBirth’: «IncrementDate(DateOfBirth,25, "y")» Insert tomorrow’s date into the document: «IncrementDate(Today(),1,"d")» i.e. add 1 day to today’s date. Insert yesterday’s date...

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...

This article shows how to configure a sub-collection, and then how to use it in a LinkToDataSource. As shown below, enter data such as an account number and press TAB. The Link retrieves data from the database based on the ID (to retrieve one record) or range (to retrieve multiple...

Add an amount to an XpressDox variable using the IncrementV function.   Example 1: Supply the variable name only «IncrementV('Counter')» This will add 1 to the value of the variable ‘Counter’.   Example 2: Supply the variable and an additional parameter «IncrementV('Total', UnitPrice)» The value additional parameter, UnitPrice, will be...

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...

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...

This command is part of the XpressDox arithmetic feature set, and is explained in a better context in Arithmetic in XpressDox.

This Cookbook article refers to the AdventureWorks database which needs to be installed at a location available to your development environment. If you have not already done so, you can download the database from Download the AdventureWorks Database. It is assumed that you already know how to configure a datasource...

Configuring a web service as a data source follows the same first steps as for other data sources. The first place where it differs is (obviously) at the point where you choose the type of data source: When you press the “Finish” button, the data source will be entered into...

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...

XpressDox can retrieve data from just about any data base, but in particular, data from the Elite practice management system can be made available to your templates. The Elite data base is a Microsoft® SQL Server database, and so can be configured as such in the XpressDox configuration dialog.  Below follows a step-by-step look at configuring a...

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.

Global information sometimes needs to be made available to all templates. Either all templates in an organisation, or all templates in a specific application or group of applications. XpressDox Docussembly™ makes this possible via the Configuration of a data source.

XpressDox can provide data from a large number of source databases. In particular, SQL Server databases can be configured as Data Sources in XpressDox, and this makes it possible to include data form those databases in templates. This Cookbook recipe shows how to configure a SQL Server Customer table, from...

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 its own line in the merged document, just as it was entered by the user...

It is possible to export an XpressDox configuration file which contains data source definitions. This exported configuration can then be sent to other interested parties and imported into their own configurations. A typical example is when a data source for a specific data base is created by, say, a system...

XpressDox will insert a Word hyperlink into the assembled document. «InsertHyperlink('Our Company Web Site','www.abccompany.com')» will put the text ‘Our Company Web Site’ into the document, underlined and coloured to look similar to a hyperlink inserted manually, and, when the user selects to open the link, will open the web page...

This function permits something like: «InsertInto(Name,4,'.')» So that if Name is “F.R Basset” then the value “F.R. Basset” is inserted into the document by the function.

With effect from version 6, XpressDox offers a number of features which help the template author to develop templates which add new data to data sources. For example, to open a new account in an accounting database. The commands which are used to create data in a data source are...

Data from a data base can be inserted into a template. Perhaps this data has changed since it was last updated in the database, and the template-running-user is the one who knows about this change. It should be permissible for the user to change the data and have the change...

This command will set the font for all controls, captions, headings, footings, etc., on the interview. One drawback of the current default font (which is the Microsoft default font for user interfaces) is that it is sometimes just a tad too small. Particularly when it comes to commas and full-stops...

Place Back and Next buttons on your XpressDox interview with the InterviewIsWizard command This command is used in conjunction with the Tab command to produce a “wizard” form of interview.   «InterviewIsWizard(Yes)» The way this works is that the interview will contain a Next and Back button, which provide an...

There are any number of reasons that you might want to save the dataset for a template into a single column in as database.  One of these would be to report on the data set, as described here. The first step is to write the dataset into a column.  This is...