Adding Reports to the XpressDox menu   First, please download the Reports installer from our Downloads site.   In order to deploy the XpressDox Reporting application to IIS:   Make sure the web-server has the NET Core Module/Hosting Bundle installed for .NET Core 9 (https://dotnet.microsoft.com/en-us/download/dotnet/thank-you/runtime-aspnetcore-9.0.0-windows-hosting-bundle-installer) Create a new web application in...

Feature Cloud/Integration WinAuth (not available from v14 onwards) Authentication Forms Authentication Windows Authentication (Active Directory) Hosted Self-hosted or SaaS Local Network Folder structure Restricted to Registered Account Configured via shared Settings file Folder permissions Restricted using CustomUser Groups defined in theapplication Active Directory File and folder permissions areadhered to Access...

Once a year, you will find your server license needs replacing. Please follow these steps to apply the new license issued to you by XpressDox:   In your Cloud account, click Manage>License (note that this must be done by the Account Administrator)     Current License information is displayed. To...

In a self-hosted environment you need to register XpressDox in your Microsoft Azure Tenant. In Microsoft Azure AD, click on App registrations and then on New registration:   Next, give your application a name. Select the first radio button (Accounts in this organizational directory only). Select Web from the drop...

Important information to read before installing your XpressDox Server This document contains instructions on how to install your XpressDox Server. Before you start, please note:   The following instructions assume you have the authority and rights to add and configure a website on your network / server environment. The instructions...

SSO users of XpressDox do not have to see the login screen at all Once your XpressDox account is configured to use SSO, there is no need to present this screen to users and risk them entering credentials. Or even have them click the “Sign in or Register with Microsoft”...

This article is intended to help you convert your self-hosted XpressDox installation from HTTP to HTTPS. Ensure that the following pre-requisites are in place: A valid SSL Certificate is installed for your site The IIS Rewrite Module is installed An https binding site binding has been added Once those are...

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...

The following settings must be added to your web.config file if you want to configure your XpressDox server account to send emails via Office365.   <smtp from=”yourFromAddress@email.com”> <network host=”smtp.office365.com” enableSsl=”true” port=”587″ password=”yourPassword” userName=”yourUserName@email.com” defaultCredentials=”false”  /> </smtp>   NOTE: The “from” address must be a valid email address. If the user...

What are XpressDox tags The concept of tags has been introduced in v14. It is available in the web only, and is used to present a simplified view of folders and files to the end user instead of the entire template library and expecting them to navigate around. Templates and...

XpressDox User Permissions Based on the role assigned to the user in XpressDox, these are the functions they will be able to perform. Account Administrator File Administrator Shared Interview User Template Runner Browse files and folders Run templates, and download documents Manage Own Emails and DocuSign Envelopes Share Interviews File...

From v14, the web environment has an exciting new look, and is packed with new features. Quick orientation video:   Detailed tutorial videos: The Explorer: The Interview and Data options: For Account Administrators: The “Manage” menu

All server releases are rolled to UAT instances before being promoted to Live. You can login to the corresponding UAT instance to test your templates against new releases.

When designing interviews that will be integrated into other applications, there are commands which should be considered:   EnableWebLocalSave Enables the “Save Local” feature in the browser interview.   EnableWebPreview Enable the preview on integrated interviews.   SendWebEmail Upon assembly, emails can be sent to one or more recipients with...

These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server.   SendWebEMail 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...

XpressDox has three APIs.  The choice of which to use depends on the particular application and situation. XpressDox Engine API The XpressDox Engine API comes in two flavours – the first is for access from Microsoft .NET programming languages.  Using this API a .NET developer will be able to write...

XpressDox publishes an API for those users who would like to harness the power of document automation within their apps. See the API documentation here.

Improve performance on your XpressDox cloud account   Account/File Administrators can create Cleanup and Optimization Tasks to facilitate the best performance on your Server account. This entails:   Creating artifacts after hours so that interviews build faster; and Specifying when to delete documents and/or data files from selected folders.  ...

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...

Setting folder permissions on the Cloud server There are 3 ways to set folder permissions on a Cloud Server; add User Groups, make use of My Documents or register an additional Cloud account. User Groups This feature is available from version 12.1 onwards and can be used to ensure 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...

Setting up Delegation is necessary in a Windows Authentication environment, when the File server is not the Application server. In IIS: Enable Windows Authentication and Impersonation       In the Configuration Editor, take note of the following settings:     In the site’s Application Pool, go to Advanced Settings...