Search

Databases

SalesForce as a data source

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

Read More »

A Stored Procedure as a Data Source

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

Read More »

A Web Service as a Data Source

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

Read More »

A SQL SELECT as a data source

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

Read More »

An Elite Database as a data source

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

Read More »

Managing contact details on letters

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.

Read More »

Use a SQL Server Data Source to include Customer information on a template

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.

Read More »

Install a third party data source

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

Read More »

How to change data or insert new data into a data source

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.

Read More »

The Data Set Data Source

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

Read More »

Reporting on template usage

XpressDox now provides a formal reporting module in the Cloud, however if you would like to build your own reporting system it can be done as follows:   XpressDox can be configured to record every

Read More »

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

Read More »