The Command Assistant is available on the XpressDox ribbon   It empowers the template author by: presenting a list of recently used data elements that can be re-used presenting a list of all the XpressDox commands supplying examples and help for each command supplying helpers that construct the syntax of...

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 certain way. It is also useful when another template author in the firm needs 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.

There is a lot to be said on the subject of best practices, and there is absolutely no “one right perfect way” of doing things. This article is intended to give some ideas as you start on your XpressDox journey. It is most likely not going to be the case...

The interview is a very important part of any application developed in XpressDox as this is the user experience. You will get a long way with Manage Interview but for some further understanding, it is good to read through this article to understand why certain things are required.   Designing...

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 integrated into other applications, 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 one or more recipients with...

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...

This article shows how to configure a sub-collection, and then how to use it in a LinkToDataSource. As shown below, enter data such as an account number and press TAB. The Link retrieves data from the database based on the ID (to retrieve one record) or range (to retrieve multiple...

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...

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...

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...

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...

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...

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...

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...

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...

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.