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Cookbook

Manage the number of items in a repeat – XpressDox

When users enter repeating data into your XpressDox template, you can manage the number of occurrences of a repeater. “Repeaters” are otherwise called “complex elements” in XML, but are essentially items through which you can iterate using a «ForEach()» in the template. An example would be My children are: «ForEach(Child)» Name:

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Document per Repeated Item (new style)

Problem Statement Suppose you have an application which requires that one or more parties sign a suretyship document, with the requirement that each party signs their own document, not that they all sign the same document. The first thing to do is set up the suretyship template, with the relevant

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Inserting templates with variable names (Part 2)

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 there are data elements whose values are set very early in the process (in fact

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Data Sheets

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 example, a lengthy and complex document is produced by a template, and where the list

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Dynamic Captions – changing captions on the fly

With the advent of The OnExitSet and OnEnterSet Commands, it became possible to have the captions (or footing text or heading text) of a data element in the interview change in response to the user entering data. Getting the features around this to work was not all that easy for

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What to Expect of the Conversion from HotDocs

Overview The HotDocs® (HD) converter released with Version 11 of XpressDox will attempt as far as possible to prepare a set of XpressDox templates which, ideally, the user will be able to run as-is after the conversion is complete. Firstly, there are quite a few terminological and usage differences. Here

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Arithmetic in XpressDox (using ExpectXSLTFormatNumbers)

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 number presented to it in calculations must be in a specific format.  The specific format is that

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Using variables to calculate totals

XpressDox give the template author the ability to perform calculations and other operations on the values of data elements, and to store those values in variables for later use in the template. One example of this is the ability to calculate totals on repeated data elements.

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How to Convert HotDocs Templates to XpressDox Templates

Whether you are simply looking for a better–priced alternative to HotDocs, or maybe you want to run your Desktop templates on the Web, XpressDox is a smart choice. Join the growing number of firms who are looking for better value for money! XpressDox is as powerful as HotDocs with over

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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 each application. Say for example there is an Estates application, a Litigation application and a

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The Command Editor – XpressDox

The Command Editor empowers the template author by presenting an alphabetic list of all the XpressDox commands, with functionality which provides wizards for completion of the command as well as supplying examples of commands.

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Validating a NINO

You have a template which needs to capture and use a NINO (National Insurance Number) as described in NIM39110 – National Insurance Numbers. You would like to make sure that the value captured in the interview is a valid NINO. This can be done using the following Rule command: «Rule(NINO,soft,IsRegexMatch,’^[A-Z]{2}[0-9]{6}(A|B|C|D)$’,’The

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Conditional inclusion of paragraphs and clauses

Sometimes there are just too many choices of paragraph or clause to be included or excluded from a document. Using If and Else commands is inappropriate when there are hundreds of combinations. XpressDox has the powerful InsertDocument command to handle just this situation – where the user running the template chooses which clauses should be inserted.

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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 for similar uses.  For example, they might be “Contracts”, “Notices”, “Letters”, etc. In some cases

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Conditional Numbering of Paragraphs

Suppose you have a document where names and other identifying information are listed.  They could be parties to a contract or names and addresses of directors of a company, or something like that. Suppose further that if there are a number of parties to be listed, the paragraphs in which

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Working with Section Breaks

Section breaks are used in Microsoft Word®  to separate different parts of the same document which typically have different attributes.  Such as different orientation (landscape or portrait) and different headers and/or footers. This becomes an issue for the template author when one or more sections are included (or excluded) from

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Select templates using a master template

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.

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Implement an optional option with ReplaceField

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 outline of an agreement on which other agreements will be based.  In this base agreement

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