Template titles
Using Titles with your XpressDox templates Assigning titles to your templates presents a cleaner interface to users. When they are looking at a list of templates, instead of seeing the template names including the .xdtpx
Tutorial videos are available here.
Visit our User Forum for discussions and solutions
Using Titles with your XpressDox templates Assigning titles to your templates presents a cleaner interface to users. When they are looking at a list of templates, instead of seeing the template names including the .xdtpx
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:
The Question Command in XpressDox Document Automation With the launch of XpressDox low code, or version 14, the Question command was introduced to simplify the process of template coding. On the XpressDox ribbon click “New
Adding comments to a complicated template, or a complicated piece of code, is always a good idea. It helps for the maintenance of templates, for readability, and for reminding yourself why you did things a
Fillpoint delimiters in your XpressDox templates If you are a long time user of XpressDox you may be aware that some years back we changed our Fillpoint delimiters from << >> to « ». It is
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
XpressDox offers various ways of connecting templates in some way; IncludeTemplate, IncludeCodeTemplate, InsertTemplate as well as MergeTemplate and RunTemplate. But what is the difference between all these commands and functions? Below is a summary
When designing interviews that will be used on web, or that will be integrated interviews, there are commands which should be considered: EnableWebLocalSave Enables the “Save Local” feature in the browser interview. EnableWebPreview
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.
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
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
Parameterized scripts assist with the re-use of XpressDox code 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
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
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
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
The XpressDox Rule command can be used to validate a NINO in a template. You have a template which needs to capture and use a NINO (National Insurance Number) as described in NIM39110 –
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.
Letterheads: BaseTemplate is an option, but does not give you much control: When it comes to inserting letterheads on your templates, there are different techniques you could employ. Should you have a very simple letterhead,
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
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
Performing calculations on currency amounts Probably the most accurate way to perform arithmetic on money values in XpressDox is to reduce all currency to integer values (e.g. Dollars to cents, Pounds to pence, etc), perform
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.
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
PDF forms which contain fillable fields can be populated with XpressDox data PDF documents which have been prepared with PDF Form Fields (using a suitable PDF Form editor) can be filled with data captured with
Using scripts when filling PDF forms need to be done in a certain way When you are defining a PDF form field map in the Prepare PDF Form UI, you can specify that the
