Are you new to XpressDox? Click to begin your journey.
Learn how to work with repeating data, and all the commands that accompany it.
Learn about sharing your interviews with external parties for data capture.
Configure settings in XpressDox to suit your firm's needs.
Using XpressDox variables to calculate temporary values (e.g. calculations).
How templates can interact with databases - SQL, Access, Salesforce and more.
Commands for you to use to give the best user experience.
Tips on formatting your commands, templates and documents.
Integrate with DocuSign, as well as file systems such as SharePoint, iManage and NetDocuments.
Include or exclude data elements, clauses, or entire templates.
Useful advice to help you author your templates effectively.
Integrating interviews with applications, different Server environments, and our API.
Please take a few minutes to watch this quick orientation video.
Now click here to learn to continue your XpressDox journey.
And here to watch some training videos.
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