Skip to content

The NEW XpressDox Version 14 is now available!

Categories

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, and file systems such as 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.
Videos
Technical
Troubleshooting
HotDocs Conversion

Privacy Policy
EULA

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

Experience XpressDox today

support@xpressdox.com

901 S MoPac Expressway, Building 1, Suite #300, PMB 300127, Austin, TX, 78746, USA

85 Tottenham Court Road, London, W1T 4 TQ, UK

35 Anderson Road North, Cape Town, 7550, Western Cape, South Africa

Users

Beginner
Experienced
Developer

File Systems

XpressDox Cloud
iManage
NetDocuments
SharePoint
OneDrive
HighQ

Software

Interviews
Cloud / On Premise Hosted
XpressDox API
Advanced Security

Data Sources

XML
SQL Server
MySQL
ODBC (Xcel, Access, others)
Salesforce
Web Services

CRM

Salesforce

Digital Signatures

DocuSign

Resources

Blog
User Forum
FAQ's
Troubleshooting

Learning Center

Getting Started
Interview
Conditional Logic
Repeating Data
Variables
Formatting
Authoring Techniques
Data Sources
Servers, Integration & API
Configuration

Pricing

Downloads

HotDocs Conversions

Copyright ©2022 XpressDox. All Rights Reserved. | Website By Hello Fascination

Privacy Policy
EULA

Privacy Policy
EULA