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document automation

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Creating your first XpressDox template (v12 and earlier)

In this example we will show you how easy it is to convert a Word document into an XpressDox template.

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














Next, highlight some variable text, and click on the Getting Started button to select your question type.

Continue working through your document until you have changed all variable text into questions. Your template might look something like this:













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.














If you’d like to see the full sample template, you can download it here.

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