Shared Interviews

How to share interviews in XpressDox (an overview)

What does it mean to share an XpressDox interview? XpressDox allows you to securely share intelligent questionnaires with external users or clients, so that they capture their own information. This data can then be re-used to generate other documents or forms, saving time on data entry, and improving accuracy of...

Sharing interviews (a detailed look) - XpressDox

A detailed look at sharing interviews in XpressDox, how to design the email template, what the Recipient sees and what to bear in mind when designing templates that will be shared.

Validation on Shared Interviews - XpressDox

This article addresses different types of validation on shared interviews; both the ValidateBeforeShare command, and the use of the XD_isSharedInterviewMode data element.

Sharing XpressDox interviews to multiple recipients (group shares)

Sharing XpressDox interviews to multiple recipients This article assumes you have an understanding of Sharing Interviews. When sharing an interview, you can choose to share that interview to an Individual, or to a Group. Sharing to a Group generates a link that you can then forward to a number of...

ValidateBeforeShare - XpressDox

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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