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February 7, 2025
HotDocs / XpressDox terminology
HotDocs and XpressDox Terminology Cheat Sheet
Switching from HotDocs to XpressDox can be tricky. The templates won’t be perfect after the automated conversion process and will need some cleanup. This guide and cheat sheet can help.
| HotDocs Concept | XpressDox Parallel |
|---|---|
| Dialog | Tab |
| Variable | Data Element (constant value) |
| HIDE VAR | ExcludeFromIV |
| ASSEMBLE | MergeTemplate |
| INSERT | IncludeTemplate |
| UNANSWERED VARIABLE PLACEHOLDER | SetEmptyMarker |
| REPEAT | ForEach |
| DEFAULT VAR TO VALUE | SetInitialValue |
| SET VAR TO VALUE | OnExitSet
OnEnterSet |
| IF ANSWERED | ShowIfHasValue
ValueIsEmpty |
| Don’t save in answer file | ExcludeFromDataset |
| IF, ELSE when only two options | When (If you are including/excluding short pieces of text)
Iif (if you want to include functions in your If/Else. And technically this could have multiple False values) |
| COUNTER | Position |
| LIMIT | MaximumRepeats |
| Prompt | Caption |
| Computation Variable | Script |
| REPEAT as spreadsheet on parent | CaptureInGrid |
| List items in a repeated dialog sentence style | List |
| MC variable select one only – drop-down list | ChooseFromList |
| MC Variable select one only – buttons | ChooseFromRDBList |
| MC Variable with “other” option | ChooseFromSamples |
| MC Variable – select all that apply | ChooseUsingCheckbox with DefineSetAllGroup |
| Change prompt on MC variable option | Ind~~Individual |
| // or “<IF 1 = 2>” use to enter comments | Comment |
| Set variable properties | Define |
| NU format as nine or NINE | NumberPhrase |
| NU format “Nine Dollars and Twelve Cents” | Dollars (or similarly Euros, Rand, Pesos, Pounds, Dolares). NumberToCurrency for other currencies |
| Additional Text/Data Element below VAR | Footing |
| Additional Text/Data Element above VAR | Heading |
| Date variable with any format | FormatDate |
| TODAY | Today or Now (which can include the time) |
| REQUIRE | Required |
| LIKE THIS | ToUpper |
| Like this | ToSentence |
| Like This | ToTitle |
| like this | ToLower |
| RESULT + “text” | concat |
| Pattern and other variable attributes | Rule |
| Date Variable | ChooseUsingDatePicker |
| DATE + NUM DAYS etc | IncrementDate |
| Update fields setting in cmp file | UpdateFields |
| Filter a repeat | «ForEach(Plaintiff[Plaintiff_Married = ‘Yes’])» |
| Move prompt on checkbox variable to left side | «ChooseUsingCheckBox(Box,Y~~Write caption here,N,N)»
«Caption(Box, ‘ ‘)» |
| Reference Path | Helper Folder Alias – all settings set in Config File (Settings) |
| Populate a MC variable | ChooseFromRepeatingData |
| Values which can change – result of a computation variable | Variable. SetV, SetVr, GetV. |
| SET | Set |
| Dot codes | PhraseEnd |