You have already learnt how to mark up a document to be a template so mostly this article is a refresher. But you might also find some additional useful tips!
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
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
Working with LinkToDataSource – example with a highly normalised data base. You need to access a database which has the following structure: Table “Contact” ContactFirstName ContactLastName ContactTitle Address City Region ContactTypeId Table “ContactType” TypeId TypeDescription
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 the Microsoft sample database “AdventureWorks”, as a Data Source, and then goes on to explain how to reference that Data Source in a template.
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 propagated back into the database.
Repeating data elements presents a challenge to the template author, especially in formulating sentences and descriptions where the number of parties or invoice items or other repeating data is unknown at the time of authoring the template. This recipe in the Cookbook demonstrates how XpressDox meets this challenge.