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
Configuration
Configuring standard folders
The Document Save Folder will be the default folder to which documents produced by running a template will be saved. When a template has been run, the user will be asked to provide a name for the document via a Save File dialog, and at that stage will be able to change the place where the document is saved.
Define Folder Shortcuts
Suppose you have defined a set of folders to contain clauses for insertion using the My Clauses or Shared Clauses features in the XpressDox ribbon. Normally you would group clauses together into folders containing clauses
The TemplateName Function
Use this function to put the file name of the currently running template into the assembled document. For example: The name of this template file is «TemplateName()» To include the extension and full file path of
Force saving of merged documents – XpressDox
When the file name of the merged document is provided either in the configuration, or using the «SetSavedDocumentFileName()» command, then XpressDox will save that merged document regardless of whether or not the user checks the Save Merged Document? check box on the data capture interview for that template.
Cooperating with Document Management Systems
XpressDox does not integrate with document management (DM) systems, in the strict sense of the word. However, there are various tools available to the template author to make cooperation with a DM almost seamless. Configuration
Advanced file handling
As well as configuring the folders where documents and data are to be stored, the filename which will be given to the saved documents and data can be defined, using the ‘Pattern for saved file name’ described in configuring standard folders.
Standard data element configuration
These are data elements that appear as data elements on standard templates. A typical example is the user’s email address and telephone extension on a letterhead. In order to save a user typing their own details into the data capture UI every time they run a template, the Standard Data Elements feature allows them to enter these details into the configuration of a folder.
Managing favorite templates
This tab is only available for the Home folder. It enables the user to specify a number of templates that they use frequently, and these templates are then presented in the Microsoft® Office Word UI in a menu, so that the user can have quick access to them.
Configuring office settings
XpressDox Docussembly™ document assembly software allows you to configure your installation to centralize letterheads, clause libraries, data sources, and XpressDox Explorer. This is a powerful yet simple way to scale the benefits of XpressDox Docussembly™ across your organization.
Merging configurations
Although other systems have concepts like ‘Private Folders’ and ‘Shared Folders’, these concepts are not necessary as such in XpressDox, as they can be provided for, and more flexibly, by the combination of the features of Merged Configuration and Helper Folders.
Configuration for folder settings
Every folder where templates can be stored, and from which they are selected with the Run Template function, can have a configuration saved in it. When a folder is selected as the Configuration for folder, it means that the configuration settings entered on the screen will be saved in that folder.
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