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Set Web Information for a Template

These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server.   SendWebMail You can provide as many of these commands as necessary. The command can be used to send an email attaching either (or none of) the merged

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PreventRepeaterDeletion – XpressDox

This command enables the template author to prevent users from deleting items in a repeater. Command structure: «PreventRepeaterDeletion(Director,../CompanyType = ‘Private’)» Where Director is the name of the repeating party, and CompanyType is the element (outside of the repeater, hence the ../ syntax) providing the condition under which the item should

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Understanding Template Identifiers

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. Because the integrated application needs to refer to the template ID it is important that

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How to setup Scheduled Tasks in a self-hosted environment

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 be rebuilt at a convenient time, make the templates run noticeably faster. the emptying of

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MultiSelect – XpressDox

This command is the same as DefineSetAllGroup, but was renamed as MultiSelect from v12. Both will work.   There is a requirement in some templates for the interview user to be able to check a checkbox  and have a set of check boxes all checked –  a so-called “Check All”

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Use 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 database.  Using the feature described here, you could at least address the database with a

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Configure 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 data source: When you press the “Finish” button, the data source will be entered into

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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 be nice to be able to access those data files as though they were a

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XpressDox Help Center

Use Google To Find Help Fast, e.g. xpressdox choosefromlist Press Getting Started in the XpressDox toolbar for basic template development Watch the tutorial videos View command help from list of commands Press F1 for help on a command in the Command Editor Brows through the Cookbook help files Search for User Reference help   Email

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List of Commands and Functions

Use Google to find help fast. For example, search on “xpressdox choosefromlist”. View or download a list of all commands and functions: Alphabetic List of Commands & Functions List of Commands & Functions by Category Click here for email support.

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The InterviewTheme Command

The Desktop interview is, as of Version 12.0, available in 3 different themes, viz. Classic, Blue and White. The InterviewTheme command gives you control of this. It’s pretty simple: «InterviewTheme(White)» This selects, you guessed it, the White theme.

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The ChooseFromDataset Command

Please note that this command has not yet been fully implemented in the web as yet. We have a ChooseFromRepeatingData command (which is the same as ChooseFromData, but is a more descriptive name), and a ChooseFromDataElements command. The ChooseFromDataset command combines the functionality of the other two, and adds some

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The YearsMonthsDaysBetween Function

As its name suggests, this function takes two dates as arguments and returns the difference as a number of years, months and days. It is not the same as combining the results of the MonthsBetween and DaysBetween functions together with the YearsBetween function. The simplest form takes only the starting

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The RepeaterPosition Function

Consider the commands OnExitSet and OnEnterSet. These commands are only executed during the lifetime of the interview, and also contain conditions which need to be evaluated when the user navigates through the interview. Also consider the case where you would like certain actions to take place depending on the position

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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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How to install a new desktop license

Replacing your XpressDox Desktop license key   From your XpressDox ribbon, click on Settings and then on License (if you are using v12 or earlier) or on the version number (if you are using v14). Now click Get New and paste in the new XpressDox license which was sent to

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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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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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The SetWebInterviewMinimumHeight Command

The interview in the browser can vary in height depending on the existence of tabs and other factors. The template author can control the minimum height of the web interview with the SetWebInterviewMinimumHeight command. «SetWebInterviewMinimumHeight(200)» This will set the minimum height of the web interview to 200 pixels. This feature

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The MaximumRepeats Command

There are times when you have a repeater but you do not want the user to be able to add more than a certain number of instances of the repeater in the interview. You could use a Rule command, but then the user will only get the message once they

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