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How to install a new desktop license

Replacing your XpressDox Desktop license key   From your XpressDox ribbon in Word, click on Settings and then on License (if you are using v12 or earlier) or on the version number (if you are using v14).     Now click Get New and paste in the new XpressDox license...

Dynamic Captions - changing captions on the fly

With the advent of The OnExitSet and OnEnterSet Commands, it became possible to have the captions (or footing text or heading text) of a data element in the interview change in response to the user entering data. Getting the features around this to work was not all that easy for...

MergeDataSheetTemplate - XpressDox

A Data Sheet can be merged for a template, showing just the data elements and their values. The link Data Sheets has a full description of the functionality around data sheet templates. The merging of a data sheet can be controlled by the user who runs the template, by including...

MergeTemplate - XpressDox

Creating packages / suites of documents   With the MergeTemplate function, it is possible to create many assembled documents from one interview. One template can use the MergeTemplate function to assemble a new document, or multiple MergeTemplate functions to assemble multiple new documents. It can even be used in a...

What to Expect of the Conversion from HotDocs

Overview The HotDocs® (HD) converter released with Version 11 of XpressDox will attempt as far as possible to prepare a set of XpressDox templates which, ideally, the user will be able to run as-is after the conversion is complete. Firstly, there are quite a few terminological and usage differences. Here...

Arithmetic in XpressDox (using ExpectXSLTFormatNumbers)

Because XpressDox uses XSLT as its document automation engine, the arithmetic features of XSLT are all available to template authors. There is a caveat, though, and that is that XSLT requires that all numbers presented to it in calculations must be in a specific format.  The specific format is that...

Min - XpressDox

Min calculates the minimum of two values: The minimum of «Number1» and 100.1 is «Min(Number1,100.1)».

Mod - XpressDox

Mod is used to get the remainder when dividing one number by another. It is typically used to divide sets of items into odd and even, or in a Rule. For example: «ForEach(Parent)» «Name» «End()» «Rule(Parent,hard,(count(Parent) mod 2) = 0,'Please enter an even number of parents.')»

Using and storing variables

Here are some examples to illustrate the concept which enables the results of calculations to be stored for further use in the template, and even for future templates.

Using variables to calculate totals

XpressDox give the template author the ability to perform calculations and other operations on the values of data elements, and to store those values in variables for later use in the template. One example of this is the ability to calculate totals on repeated data elements.

Shortcuts when using variables

With effect from Version 7, there are a number of shortcuts for referring to some of the variable-handling functions. They were introduced to take away the amount of typing necessary when many variables are being used. A full list of the shortcuts is as follows: ::A - AppendVr ::G -...

Performing calculations

XpressDox can perform arithmetic calculations on data element values. This is done in an intuitive way by simply typing in the calculation.

Multi-language Support - XpressDox

XpressDox supports multi-language XpressDox supports the user-facing interface in the language of the user.  In this context, a “user” is the person who runs a template.  That means that the XpressDox Explorer, Interview and Ribbon will be in the language of the user. All template authoring tools, which include the...

Troubleshooting XpressDox installations

Existing users of XpressDox: XpressDox has vanished from my Word toolbar (for existing users) If XpressDox was showing in your toolbar previously, but is no longer doing so, Word may have disabled the XpressDox add–in. This sometimes happens with Word or Windows updates, or if Word experiences a technical problem,...

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”...

Now - XpressDox

Now() inserts the current date and/or time into the document. It can be formatted in the same way as FormatDate.   Command structure: «Now("d MMMM, yyyy")»   Examples of usage: «Now("d MMMM, yyyy")» yields “2 September, 2020”«Now("MMMM o yyyy")» yields ‘September 2nd 2020’«Now("yyyy/MM/dd HH:mm:ss.fff")» yields ‘2020/09/02 17:05:23.010’ which is exactly...

How to Convert HotDocs Templates to XpressDox Templates

Whether you are simply looking for a better–priced alternative to HotDocs, or maybe you want to run your Desktop templates on the Web, XpressDox is a smart choice. Join the growing number of firms who are looking for better value for money! XpressDox is as powerful as HotDocs with over...

Now and Today Functions - XpressDox

Now The Now function inserts the current date and/or time into the document. It can be formatted in the same way as for FormatDate. «Now("d MMMM, yyyy")» yields ‘4 November, 2010’ «Now("MMMM o yyyy")» yields ‘November 4th 2010’ «Now("yyyy/MM/dd HH:mm:ss.fff")» yields ‘2011/04/14 17:05:23.010’ which is exactly the same as «Now()»...

Why do my calculations not work? (Part 1)

Usually performing calculations with XpressDox is straightforward. There are some issues to be born in mind, and this Cookbook recipe explores these.

Show the result of Date arithmetic in the interview

When entering dates for a contract, it is important to get them right during the interview. It might be possible to control this via the Rule command, but often it is very useful to reflect this to the user as they are typing into the interview. For the purposes of...

NumberPhrase - XpressDox

NumberPhrase is used to convert a number to words, in several different languages. Command structure: «NumberPhrase(Area,'','leave')» Examples of usage: «NumberPhrase(Area,"en-us","ToUpper")» Suppose a data element with name ‘Area’ has a value 1234:This would yield “ONE THOUSAND TWO HUNDRED THIRTY-FOUR” Parameters: Languages supported are ‘en’ (US English, the default), ‘fr’ (French), ‘de’...

Configure a multi-application environment

You are the site administrator for a large legal firm, and you have set up a number of XpressDox applications. Each application has its own set of templates which are located in a folder for each application. Say for example there is an Estates application, a Litigation application and a...

OnExitSet - XpressDox

Set the value of a data element on your XpressDox template «OnExitSet()» permits the template author to specify that, when a control on the interview (the trigger) loses focus, the value of another or the same data element (the target, caption, footing or heading can be set.  If the data...

OptimizeParsing - XpressDox

During the running of a template, XpressDox creates a number of structures. The most important one is an XSLT Style Sheet, which is used to drive the engine that merges the data into the template to form the merged document as an end result. The second structure is a schema,...

Ordinal - XpressDox

Ordinal is used within a ForEach to output the ordinal value (that is, ‘first’, ‘second’, etc.) of the position in the list of the current item: «ForEach(party)» The «Ordinal(only ,first ,second ,third ,fourth ,fifth ,sixth ,subsequent )»party is «firstnames surname». «End(ForEach party)» This would result in something like this: The first party is Fred Basset. The second party...
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