Using the Command Assistant
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
Tutorial videos are available here.
Visit our User Forum for discussions and solutions
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
Capturing fields and controlling the sequence of the XpressDox interview In v14: This article was written before the invention of the Manage Interview feature, introduced in v14. With Manage Interview, you can easily re-arrange
The Scheduled Tasks feature enables you to setup: a periodic ‘cleanup’ or deleting of both documents and data files from specified folders. a regular building of artifacts so that during template maintenance, these artifacts can
What is a template identifier (template ID): When a template is uploaded to a cloud environment it is assigned a template identifier. This template ID is used in integrations between XpressDox and 3rd party applications.
If you have an account registered on one of these XpressDox Cloud instances, then follow these instructions to configure SSO for your Cloud Account: After logging in to your instance of Azure AD, go to
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
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
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
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
Replacing your XpressDox Desktop license key From your XpressDox ribbon in Word, click on Settings and then on License (if you are using v12 or earlier) or on the version number (if you are
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
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
When entering dates for a contract, it is important to get them right during the interview. It might be possible to control this via the Rule command, but often it is very useful to reflect
If you need to get data from a data source and have those data available in an interview (and hence in the data set), then the commands IncludeDataSourceData and ChooseFromDataSource would be what you would
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
The SetInitialValue command enables a template author to provide an initial value for a data element to be captured in the interview screen.
Using scripts when filling PDF forms need to be done in a certain way When you are defining a PDF form field map in the Prepare PDF Form UI, you can specify that the
