Data preservation is needed when a template retrieves data from a database (such as Salesforce or any other external data source) and that data consists of a main collection together with one or more sub-collections. This applies to the standard way of working with collections and sub-collections in XpressDox and...

There are scenarios where you may want to save XpressDox interview data as an XML dataset into a BLOB. For example, to store matter-specific data against a matter record in your practice management system, and to retrieve it again the next time that matter is opened in an interview.  ...

The SetEmptyMarker in XpressDox refers to the mechanism for placing a code into the assembled document to highlight any unanswered questions.   Empty Markers can be determined by the Configuration or by the template.   Configuration: In the Configuration form, click the “Empty Marker and Holidays” tab. Here is where...

In XpressDox Docussembly™ document assembly software any number of Helper Folders can be configured. A typical example of a folder for which this type of shortcut is defined would be one in which letterheads or other standard templates like fax headers, etc. are kept. In this way these standard templates...