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2. Beginner Course – Learning the Basics

By Melanie Categories: Courses
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About Course

New to XpressDox? You’re in the right place. The Beginner course will guide you through creating your first template, understanding core concepts, and building a solid foundation for interview design. You’ll also finish this course with a clear understanding of how to build out a well-structured template library. The course is a little over 2 hours in total, and you can pause, rewind, or fast-forward at any time, so you can learn at your own pace and revisit concepts whenever you need to.

Many of the videos include exercise files to help you practice. Download these files so you can follow along and get the most out of your learning experience.

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Course Content

Basic Course: Starting at the Beginning
Learn the ropes! We’ll introduce you to the XpressDox ribbon, show you how to run your first template, and explain the core ideas behind document automation. No coding experience needed, just curiosity and a willingness to try. You’ll build your first template, get a hands-on intro to document logic, add some basic commands using the Command Assistant, and use the Interview Designer to create a smoother, more user-friendly experience.

  • 1.1 Creating your first template
    16:22

Become familiar with the Command Assistant
The Command Assistant is your go-to tool for adding commands quickly and accurately. Here you will be introduced to the Command Assistant, and have a first look at Document Logic.

The Interview Designer
Making use of the Interview Designer is an easy way to design interviews, making them user friendly and easy to navigate. Note that the Interview Designer shown in this video is available from v16 onwards. All of the commands generated by the Interview Designer are, however, available in previous versions. If you are using v14 you can use the Commands from the Command Assistant to achieve the same look. Commands such as Caption, Heading, Help, and HzGroup would be used.

Structuring your Template Library
A well structured template library is key in the success of your project. Learn how templates interact with one another, and best practices with code templates and other shared files.