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 add XpressDox fillpoints as they are needed. That’s OK if all you are doing is
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 getting the format and wording of the merged document correct. As explained in Part I,
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!
Comments can be added to a template either within the body of a command, or using the Comment command.
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 Enable the preview on integrated interviews. SendWebEmail Upon assembly, emails can be sent to
Putting some thought into how you name your data elements has a huge pay off later on. The re-use of data is a big advantage in document automation but this can only be done if the data element names are the same. Consistency is key.
XpressDox has three APIs. The choice of which to use depends on the particular application and situation. XpressDox Engine API The XpressDox Engine API comes in two flavours – the first is for access from Microsoft .NET programming languages. Using this API a .NET developer will be able to write
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 Syntax of Templates in Folder Once XpressDox has finished checking, you can open the SyntaxCheckLog.csv
Find help fast by searching “xpressdox [command name]” in Google The XpressDox CookbookThe official XpressDox Cookbook contains various recipes for different aspects of XpressDox. It is intended to complement the User Reference. The latter document is comprehensive in that it covers all of the XpressDox commands and functions, but
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.
Introduction XpressDox supports a number of database formats as “standard” data sources. These include Microsoft Access, Microsoft Excel (yes, the spreadsheet is regarded as a database), Microsoft SQL Server, MySQL, Salesforce, and then any database which has an ODBC driver installed for it. Databases in general have a variety of
XpressDox offers Salesforce.com users a simple-to-use Salesforce with Word or Web integration that enables users to populate their documents with Salesforce data automatically. This means that anything from simple documents to complex agreements can be produced in seconds. In order to prepare for this integration you need to download and install
It may be that you are developing a set of templates using data from a database, but you are not the database administrator, and so can’t create your own views or stored procedures in the database. Using the feature described here, you could at least address the database with a
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 TypeCode You can see that the actual value of TypeDescription is not kept in the
This Cookbook article refers to the AdventureWorks database which needs to be installed at a location available to your development environment. If you have not already done so, you can download the database from Download the AdventureWorks Database. It is assumed that you already know how to configure a datasource
Configuring a web service as a data source follows the same first steps as for other data sources. The first place where it differs is (obviously) at the point where you choose the type of data source: When you press the “Finish” button, the data source will be entered into
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.
It is possible to export an XpressDox configuration file which contains data source definitions. This exported configuration can then be sent to other interested parties and imported into their own configurations. A typical example is when a data source for a specific data base is created by, say, a system
XpressDox can retrieve data from just about any data base, but in particular, data from the Elite practice management system can be made available to your templates. The Elite data base is a Microsoft® SQL Server database, and so can be configured as such in the XpressDox configuration dialog. Below follows a step-by-step look at configuring a
With effect from version 6, XpressDox offers a number of features which help the template author to develop templates which add new data to data sources. For example, to open a new account in an accounting database. The commands which are used to create data in a data source are
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.
There are any number of reasons that you might want to save the dataset for a template into a single column in as database. One of these would be to report on the data set, as described here. The first step is to write the dataset into a column. This is
When you have a system of templates and have run them a number of times, say for a number of your customers, the saved data set files become a source of valuable information. It would be nice to be able to access those data files as though they were a
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.
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