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Cookbook

Advanced Conditional Logic

Suppose you would like to write a sentence something like one of the following, depending on the age of a child: My child <ChildName> is a teenager and is allowed to watch movies rated for 13 and older. OR My child <ChildName> is not a teenager but in any case, being <Age>,

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The GT and LT functions

Sometimes it is syntactically impractical to use the characters < and > in a particular context. For example, you might want to use a Dynamic Caption which is something like this (to use the word “names” or “name” in the caption depending on the number of children): «Caption(DependantNames,Enter the <IIf(count(Child)

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Get the Last Day of the Month

Suppose you want to get the date of the last day of a month. There are a number of ways to achieve this with XpressDox. With version 8.2.1 of XpressDox, this can now very easily be achieved using the LastDayInMonth function. Brute Force Method Assume that you have a data

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Data capture interview layout tips

Although XpressDox will automatically construct a data capture interview for a template when that template is run, template authors will want to make use of the layout commands to control the layout of the interview.

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Laying out the data capture interview

XpressDox will create a data capture interview automatically, using the data elements defined on the template. The sequence in which the data elements appear on the interview can be controlled with the CaptureDataElement command, and the Heading and Tab commands can assist with further layout.

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The XpressDox Cookbook

The 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 does so to a limited depth. The Cookbook is designed to give in-depth coverage of certain commonly used aspects.

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Define layout in a base template

Sometimes a letterhead needs to dictate not just things like the company’s logo and fairly static items like the directors’ names, but also the position of the addressee information and data elements like ‘Your Reference’ and ‘Our Reference’, for example.

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Capture a multi-line address in one field

You may not want to have to define 3 or 4 or some maximum number of address line data elements, and have the user capture them one at a time, and still provide conditional formatting logic to suppress any empty data elements. XpressDox document assembly supports this by the concept of long text fields.

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Where have all my data elements gone?

Sometimes you will have marked up a template and then when you run it, one or more of the data elements don’t appear in the data capture interview. Conversely, sometimes the data element may appear in the capture interview but not on the merged document. This Cookbook recipe gives the background to why this might be, and what you can do about it.

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Look up a fee in a tariff table

The TableLookup command in XpressDox Docussembly™ can be used to look calculate values such as tax amounts or fees payable where these values are quoted in a tabular form, such as legislated tariffs.

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Working with Help

Often the name of a data element is descriptive enough to for a user to know what to enter when capturing data. But sometimes more help is needed. XpressDox has a number of mechanisms available for the template author to provide the user with help in capturing data, in particular using the Help command.

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You work for three bosses

A straight forward mechanism for looking up values in a text file is provided with the ChooseFromFile command. It is almost as powerful as selecting data from a database, but has no configuration overhead. “The poor man’s datasource”.

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Source and Destination formatting in version 4

There was a change in Version 4 with the style handling with BaseTemplate,  IncludeTemplate and InsertTemplate template. How it worked in version 3 of XpressDox With version 3, when Source formatting was used, XpressDox would create a new style in the destination template for every style in the source template, but

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Provide default values

Using a simple text file as a data source, XpressDox provides the template author with the ability to set data elements to default values which the template user can then accept, or modify for each template run.

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Handling calculations and Regional Settings in XpressDox

The contents of this article apply to Version 4 (and later) of XpressDox. Enhanced calculation support has been added in Version 9. If you have that version installed and are licensed for it, rather read Arithmetic in XpressDox XpressDox uses a technology called XSLT at the core of its assembly

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Format an Identity Number

The FormatNumber function in XpressDox can help the template author make sure that the template user captures valid numeric data, as well as format the result for readability.

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Cooperating with Document Management Systems

XpressDox does not integrate with document management (DM) systems, in the strict sense of the word.  However, there are various tools available to the template author to make cooperation with a DM almost seamless. Configuration Firstly, the configuration can be set up to stop XpressDox from saving the merged documents

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Create a letter head template

A letterhead is a template which is formatted with artefacts like a company logo and contact information, and all letters published by the company should be printed with this letterhead template as the background .

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Download the AdventureWorks database

Some of the sample templates which are delivered with XpressDox make use of one of the early instances of the Microsoft AdventureWorks SQL Server database.  This database can no longer be obtained from any Microsoft web site, and so a backup is made available here. You can download the .zip

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