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 commands supplying examples and help for each command supplying helpers that construct the syntax of...

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 fields on an interview with a drag-and-drop! And if you use the Question command, you...

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...

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...

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 your Active Directory and click on the Enterprise applications.   Add a new application; search...

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...

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...

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...

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 the list of...

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 using v14).     Now click Get New and paste in the new XpressDox license...

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...

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...

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 this to the user as they are typing into the interview. For the purposes of...

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 use. If, while authoring the template, you come to a point where you need one...

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 outline of an agreement on which other agreements will be based.  In this base agreement...

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 source for a particular PDF field is either a data element, or a script. If...