What to expect in v14 of XpressDox
Version 14 of XpressDox is without a doubt our most exciting and innovative update! We are proud to show you some of the features you can expect after upgrading to this version. Desktop version:
Authoring Techniques
The Question Command – XpressDox
The Question Command in XpressDox Document Automation With the launch of XpressDox low code, or version 14, the Question command has been introduced to simplify the process of template coding. On the XpressDox ribbon click
What is the difference between Commands and Functions
Throughout the XpressDox documentation, reference is made to Commands and also to Functions. Syntactically commands and functions appear the same, but their functionality is different and in some cases this difference is important. A rule
Best Practices for Advanced Authors: Part I
XpressDox is designed to enable a template author to get started on authoring a template without having to do a lot of pre-configuring, or even much design. You can just start typing the template and
Best Practices for Advanced Authors: Part II – The Interview.
The interview is a very important part of any application developed in XpressDox. The amount of time spent developing the interview can often be the same as or even more than the time spent in
Adding comments to an XpressDox template
Comments can be added to a template either within the body of a command, or using the Comment command.
Inserting templates with variable names (Part 1) – XpressDox
In some situations, the name of a file to be included in the document is contained in the Data Set. In these cases, instead of IncludeTemplate, the command InsertDocument is used.
Inserting templates with variable names (Part 2)
The original article regarding inserting documents with variable names was written way back in 2009. Since then, as a result of further maturing of XpressDox, some really useful innovations have been added. In particular, if
Data Sheets
In XpressDox, a Data Sheet is a document that contains a table with a list of data elements and values. Why a data sheet? A data sheet is useful in the case where, for
Examples of Scripts as Functions – XpressDox
XpressDox Document Automation software Here are some examples of Scripts which may be useful: Write out a full name from individual data elements: «Script(FullName,FirstName,MiddleName,LastName)»«concat(SuffixWith(&FirstName&,’ ‘),SuffixWith(&MiddleName&,’ ‘),&LastName&)»«ScriptEnd()» The SuffixWith() functions will ensure that the names
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 number presented
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
Validating a NINO
You have a template which needs to capture and use a NINO (National Insurance Number) as described in NIM39110 – National Insurance Numbers. You would like to make sure that the value captured in the
Select templates using a master template
Selection of multiple templates to be run can be done by the user using the XpressDox explorer, but the template author can also control the selection of templates using a master template with document-selection logic built into it.
Apply a different letter head depending on the user’s choice
In the article Create a letter head template the BaseTemplate command is used to implement a letter head solution. In some cases, there is a choice of letterheads and the user should be able to
Implement an optional option with ReplaceField
In the article Define layout in a base template, a mechanism for hard-wiring various fields in a letterhead base template is discussed. Now suppose that it’s not a letterhead that is the base, but the
Use Chr to make an apostrophe
Suppose you want to set up a variable (called ‘Party’) to contain either Defendant or Plaintiff, depending on PartyType and then a variable containing the possessive case of that – i.e. the value should be
Build a bi-lingual interview – XpressDox
It would be really useful for XpressDox to be able to present an interview in French if the user is a French speaker, and in English for English users, where the document itself is in English. For the same template. And vice versa. XpressDox can indeed do that, as long as the template author marks up the template accordingly.
Working with strings
XpressDox has numerous string handling functions. The number of different applications is vast, and this article tries to provide a number of situations all in one place. Extract the last few characters of a string
Filling PDF Forms
PDF documents which have been prepared with PDF Form Fields (using a suitable PDF Form editor) can be filled with data captured with an XpressDox interview. In fact, the PDF form can be filled with
Using Scripts in PDF Form fields
When you are defining a PDF form field map in the Prepare PDF Form UI, you can specify that the source for a particular PDF field is either a data element, or a script. If
Encrypt a template – XpressDox
You want people to be able to run a template that you have made, but don’t want anyone other than yourself to read or modify the template. This can be achieved by encrypting the template.
Tips and Hints using the Rule Command
The Rule command can be included into many templates, and hard rules can be softened.
Concatenating strings
There are times when it is necessary to concatenate the values of data elements, variables and/or hard-coded strings together to form a value which is then stored in a variable. The concat function does this.
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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