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Cookbook

Use Chr to make an apostrophe

Suppose you want to set up a variable (called ‘Party’)  to contain either Defendant or Plaintiff, depending on PartyType and then a variable containing the possessive case of that  – i.e. the value should be “Defendant’s” or “Plaintiff’s”.  The apostrophe is going to give trouble. Here’s how to do it. 

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Build a bi-lingual interview – XpressDox

It would be really useful for XpressDox to be able to present an interview in French if the user is a French speaker, and in English for English users, where the document itself is in English. For the same template. And vice versa. XpressDox can indeed do that, as long as the template author marks up the template accordingly.

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Formatting the time (show am/pm) – XpressDox

The FormatTime command takes the HH or hh parameters to display the time in 24 or 12 hour time respectively, but what if you want to show the time in 12 hour clock, and display AM or PM? Here’s how: «FormatTime(AppointmentTime,’hh:mm tt’)» Add an additional ‘tt’ to show the AM

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Upgrading to Version 4

Version 4 of XpressDox (XDv4) represents a major change from Version 3. The principle change is that the format of an XpressDox template is no longer Word 2003 XML, but Office Open XML. Office Open XML (or OOXML) is the format in which Microsoft Word 2007 and 2010 save their

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Working with Page Breaks

Using a page break in a template is fairly straightforward, even when the page break is conditional. In other words, when the page break is to be included or excluded on the basis of an «If» command. For example: Lorem ipsum dolor sit amet, consectetuer adipiscing elit. «If(Type = ‘Long’)»……………………………Page

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The Command Assistant

The Command Assistant (or Command Editor) empowers the template author by presenting a list of all the XpressDox commands, with functionality which provides wizards for completion of the command as well as supplying examples of those commands. The Command Editor also provides functionality for easily selecting the correct data element

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Understanding XpressDox Artefacts

When a template runs, XpressDox creates a number of internal structures.  The most important of these is an XSLT Stylesheet.  The stylesheet contains the definition of how the data from an XML data set are to be inserted into the Word template in order to generate the merged document.  The

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How do I know what the data element name is?

In troubleshooting a template, you need to know the data element names.  Obviously. But looking at an interview, the data element names are not always obvious, especially if you have used the «Caption» command. Another situation is with ChooseFromDataSource, and ChooseFromFile (and the Include… variants of those commands), where XpressDox

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Working with strings

XpressDox has numerous string handling functions.  The number of different applications is vast, and this article tries to provide a number of situations all in one place. Extract the last few characters of a string Suppose you have a situation where a particular data element will always contain a specific code in

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Foreign Templates to XpressDox syntax conversion

A “foreign” template is a template marked up for use in another document assembly system, such as HotDocs®, GhostFill® or DealBuilder®/ContractExpress®.  The discussion below applies to HotDocs when using XpressDox versions prior to version 4, but after version 4 the discussion applies equally to GhostFill, DealBuilder and documents using Word

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Convert templates from other systems to XpressDox format

Templates authored in HotDocs®, GhostFill® and other document assembly systems can, with varying degrees of certainty, be converted to run successfully with XpressDox. Why this works In principle, almost any delimiters can be used by XpressDox as fillpoint delimiters. For historic reasons, the « and » pair were chosen as

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Search for a file using the Explorer

The XpressDox Explorer does not contain an explicit “Search” function.  Nonetheless, you can search in the currently open folder for a file, using the Windows file system’s wild card syntax. The example below demonstrates how the wild card string *letter*.xdtpl will list all (and only) XpressDox templates with the string

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Using Scripts in PDF Form fields

When you are defining a PDF form field map in the Prepare PDF Form UI, you can specify that the source for a particular PDF field is either a data element, or a script. If one or more scripts are specified, then the scripts need to be defined in a

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Encrypt a template – XpressDox

You want people to be able to run a template that you have made, but don’t want anyone other than yourself to read or modify the template.  This can be achieved by encrypting the template. A template can be encrypted when saving it in the XpressDox Explorer.  When saving a

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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.

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Tips for Authoring Templates – Part 2

One thing that you need when authoring, and especially testing, a template is an easy way to make sure that the fillpoints that you have coded into the template are completed correctly.  This is fine if the template is fairly short.  But when you have a long template (and that’s

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Trouble shooting Conditional Capture

Conditional Capture can sometimes result in unexpected behaviour, where data elements either are unexpectedly removed from the data capture interview, or appear on the interviewwhen they shouldn’t. This recipe gives some tips on how to trouble shoot these situations.

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Trouble shooting Ends and Elses

In complex templates, the balancing of End and Else commands with the matching If or ForEach can become difficult. This recipe explains how to use the Template Painter and the Debug command.

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Moving around in XpressDox: The Explorer

“If I were going to Limerick, I wouldn’t be starting here”, an Irishman told a tourist. Yet it can be like that with the Microsoft file and folder explorers, which often enough open far away from where you want to be. The XpressDox Explorer solves this problem for you.

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CaptureLater – XpressDox

When a template is run, XpressDox constructs a data capture interview which is guided by the XpressDox merge fields which are coded in the template. The CaptureLater command is one of the commands which can be used to influence this.

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Concatenating strings

There are times when it is necessary to concatenate the values of data elements, variables and/or hard-coded strings together to form a value which is then stored in a variable. The concat function does this.

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Troubleshooting missing pictures in documents

Normally pictures, logos, etc., are handled without problems by XpressDox. But sometimes the pictures go missing from the merged document and are replaced by a red X in a box. This recipe discusses why this can happen and gives some advice on how to correct the situation.

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