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Getting Started

Are you new to XpressDox? Click to begin your journey.

Repeating Data

Learn how to work with repeating data, and all the commands that accompany it.

Shared Interviews

Learn about sharing your interviews with external parties for data capture.

Configuration

Configure settings in XpressDox to suit your firm's needs.

Variables

Using XpressDox variables to calculate temporary values (e.g. calculations).

Data Sources

How templates can interact with databases - SQL, Access, Salesforce and more.

Interview

Commands for you to use to give the best user experience.

Formatting

Tips on formatting your commands, templates and documents.

Integrations

Integrate with DocuSign, as well as file systems such as SharePoint, iManage and NetDocuments.

Conditional Logic

Include or exclude data elements, clauses, or entire templates.

Authoring Techniques

Useful advice to help you author your templates effectively.

Servers & API

Integrating interviews with applications, different Server environments, and our API.
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Troubleshooting
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Edit Content

Click on the Edit Content button to edit/add the content.

set

The Set Command

Control the values of data elements in the interview

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