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User Reference

ESignDateSignedHere

Click here to learn about DocuSign integration, or keep reading for more information about the ESignDateSignedHere() command. This is the date that DocuSign will insert on the day that the document is signed by a Party. The command represents the position in the document where DocuSign should insert the date.

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ESignEmail

Click here to learn about DocuSign integration, or keep reading for more information about the ESignEmail() command. An email is sent from DocuSign to all signatories, but this command enables you to customize the subject and body of that email. Note that this customized message will be sent to ALL

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ESignAddCC

Click here to learn about DocuSign integration, or keep reading for more information about the ESignAddCC() command. Add the name and email address of anyone who should be cc’d, as well as their signing priority, for integration into Docusign. This command does not add any of the signatory details into

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ESignInitialHere

Click here to learn about DocuSign integration, alternatively keep reading for more information about the ESignInitialHere() command.   This command is very similar to the ESignHere() command, except that it inserts an inserts an initial point into the document rather than a full signature. Once the document is initialed in

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ESignHere

Click here to learn about DocuSign integration, alternatively keep reading for more information about the ESignHere() command.   This command inserts a signature point into the document. Once the document has been signed in DocuSign, that signature is placed in the position where the ESignHere command is located in the

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ESignAddSignatory

Click here to learn about the DocuSign integration process, alternatively keep reading for more information about the ESignAddSignatory() command.   Add the name and email address of signatories into a template, as well as their signing priority, for integration into Docusign. This command does not add any of the signatory

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The MultiEquals Command

Compare a value against the contents of a list which is constructed by the MultiSelect or DefineSetAllGroup. Command structure: «If(MultiEquals(OptionList,’ABC’))»Yes, ‘ABC’ is in «OptionList»«Else()»No, ‘ABC’ is not in «OptionList»«End()» Example: «ChooseUsingCheckBox(SelectAll,Y,N,N)» «MultiSelect(SelectAll,Option1~~ABC~~Option2~~DEF~~Option3~~XYZ,|,OptionList)» «OptionList» «If(MultiEquals(OptionList,’ABC’))»Yes, ‘ABC’ is in «OptionList»«Else()»No, ‘ABC’ is not in «OptionList»«End()» In the above example, MultiSelect or DefineSetAllGroup

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The SendAsEmail function

This function is similar to the SaveAsEmail function, except that the template is assembled to eml and sent directly from the web. Command structure: «SendAsEmail(‘jack@email.com’,’Information required’)» SendAsEmail takes 2 parameters, the email address to whom the email should be sent and the subject of the email. Each of those parameters

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The SaveAsEmail function

This function enables you to save the assembled document as an .eml (email) file. Once assembled, the .eml file is ready to be sent via Outlook. Command structure: «SaveAsEmail(‘jack@email.com’,’Information required’)»   SaveAsEmail takes 2 parameters, the email address to whom the email should be sent and the subject of the

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The If Block (v14)

The ribbon With the launch of XpressDox low code, or version 14, the If Block is now available directly from the ribbon. This makes inserting conditional logic really quick and simple. Open the If Block from the ribbon and notice how all the field names from your template appear in

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The Repeater Question (v14)

The ribbon With the launch of XpressDox low code, or version 14, the Repeater Question is now available directly from the ribbon.     When to use a repeater: Use this when you as the template author do not know up front the number of items the user will need

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Manage Interview (v14)

The ribbon With the launch of XpressDox low code, or version 14, a Manage Interview button has been introduced to simplify the process of sequencing fields on your interview.     The sequence of fields on the interview: By default, the interview is constructed in the sequence in which data

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The Question Command (v14)

With the launch of XpressDox low code, or version 14, a question command has been introduced to simplify the process of template coding. On the XpressDox ribbon click “New Question”, complete the information in the helper and click OK to insert your new fillpoint.   The ribbon   Simple steps

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The ToSentence Function

Regardless of the case of the value entered the interview or imported from a database, that value can be converted into sentence case.     Command structure: «ToSentence(Description)» If a sentence entered starts without a capital “i am on vacation.” The result will be “I am on vacation.” The first

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The ToTitle Function

Regardless of the case of the value entered the interview or imported from a database, that value can be converted into title case.   Command structure: «ToTitle(Title)» “application for employment” becomes “Application For Employment”     Additional parameters on the ToTitle command:   If you would like short words (2

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The AlignCaption Command

Change the alignment of one data element on the interview.   Command structure: «AlignCaption(Name,Top)»   By default, all captions in the interview for a template are aligned to the left of the interview screen. Using the «AlignCaptions()» command, this can be changed once for the entire interview. Although it is

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The Dollars Function

The Dollars function will translate a numeric value into a currency in words, specifically Dollars in English.   Command structure: «Dollars(Price)»   Example: «Dollars(Price,”)»(«FormatNumber(Price,’$#,0.00;’)?»)     Related articles: How to convert numbers to currency  

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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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The With command

This article follows on from the Set command article. The With command allows you to add a condition block around one more Set commands, and apply the same conditions to those Set commands. Conditions in Set commands: By way of example, consider several Set commands which all need to apply

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The RunTemplate Function

The RunTemplate function, a function which works in the web only, allows you to create a “package” of templates and run selected templates with separate interviews, one after the other. The product is a package of separate Word (and/or PDF) documents.   Command structure: «RunTemplate(‘TemplateA.xdtpx’)»   Usage example: Consider the

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The FormatNumberOnInput Command

Although users can enter numbers with formatting according to their own region, often they enter numbers with no spaces or other punctuation. The FormatNumberOnInput command assists the user with readability of numbers on the interview. It does not affect the assembled document in any way.   Command structure: «FormatNumberOnInput(‘#,###.##’)» This

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The ValidateBeforeShare Command

When sharing an interview (Document Services) it might be necessary for the sender to input certain fields before sending the interview to the recipient. This is when the ValidateBeforeShare command is important. Command structure: «ValidateBeforeShare(FirstName,LastName)» «Required(FirstName,LastName,EmailAddress)» Other fields on the interview may be marked as Required, e.g. the EmailAddress as

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InsertFormattedText

This command provides a multi line field on the interview.   Command structure: «InsertFormattedText(Address)»   The above fillpoint will cause the ‘Address’ to be formatted in the assembled document with each line of ‘Address’ on its own line in the merged document, just as it was entered by the user

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