New to XpressDox? A quick look at creating your first template

This example will take you through how easy it is to convert a Word document into an XpressDox template (using XpressDox v14).

1. 1. First identify the variable text in the document that will become questions in your template.

1. 2. Next, highlight some variable text, and click on the Question command in the XpressDox ribbon.

 

3. Select your question type, enter a field name, some question text and click OK.

 

4. Continue working through your document until you have changed all variable text into questions.

That’s all there is to it!

Now click on Save Template on the XpressDox ribbon, give your template a name, and then click on Run This Template to display your interview.

See below for video on creating and running a template, or click here for all video tutorials.