XpressDox Cookbook

Understanding XpressDox Artefacts

November 14, 2011 Help
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When a template runs, XpressDox creates a number of internal structures.  The most important of these is an XSLT Stylesheet.  The stylesheet contains the definition of how the data from an XML data set are to be inserted into the Word template in order to generate the merged document.  The stylesheet is constructed entirely from [...]

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How do I know what the data element name is?

July 7, 2011 XpressDox Cookbook
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In trouble shooting a template, you need to know the data element names.  Obviously. But looking at an interview, the data element names are not always obvious, especially if you have used <<Caption>>s. Another situation is with ChooseFromDataSource, and ChooseFromFile (and the Include… variants of those commands), where XpressDox generates a special data element name. [...]

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Working with LinkToDataSource

July 5, 2011 XpressDox Cookbook
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Working with LinkToDataSource – example with a highly normalised data base. You need to access a database which has the following structure: Table “Contact” ContactFirstName ContactLastName ContactTitle Address City Region ContactTypeId Table “ContactType” TypeId TypeDescription TypeCode You can see that the actual value of TypeDescription is not kept in the Contact table, but a link [...]

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Web Server: Integration and URL Structure

April 25, 2011 XpressDox Cookbook

Here are the technical instructions to construct the relevant URLs required to integrate the power of XpressDox Document Assembly into you own web sites or web applications. Before you can run your first web based template, you will need: the XpressDox Desktop, the application used to author your XpressDox templates. This can be downloaded from [...]

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HotDocs to XpressDox syntax conversion

April 18, 2011 XpressDox Cookbook
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The XpressDox template conversion utility introduced here can convert certain HotDocs fields to XpressDox fields, not just by replacing field delimiters, but in addition by translating the HotDocs syntax to XpressDox syntax. Because both XpressDox and HotDocs have a very large vocabulary of commands and functions, the one-to-one conversion of one to the other is [...]

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Version 3.5.0 (2011-03-04)

March 17, 2011 XpressDox Cookbook
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Templates authored in HotDocs®, GhostFill®, ContractExpress® and other document assembly systems can, with varying degrees of certainty, be converted to run successfully with XpressDox. Why this works In principle, almost any delimiters can be used by XpressDox as fillpoint delimiters. For historic reasons, the << and >> pair were chosen as the default, and all [...]

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Select templates using a master template

January 25, 2011 XpressDox Cookbook
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Selection of multiple templates to be run can be done by the user using the XpressDox explorer, but the template author can also control the selection of templates using a master template with document-selection logic built into it.

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Search for a file using the Explorer

January 3, 2011 XpressDox Cookbook
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The XpressDox Explorer does not contain an explicit “Search” function.  Nonetheless, you can search in the currently open folder for a file, using the Windows file system’s wild card syntax. The example below demonstrates how the wild card string *letter*.xdtpl will list all (and only) XpressDox templates with the string “letter” in the file name [...]

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A Rose by any other name

December 21, 2010 XpressDox Cookbook
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or, what should I call this data element? One of the advantages of template development in XpressDox is that it is not necessary to spend a lot of time deciding on names for data elements.  You can create a good first-time template just by plunking in fillpoints like <<surname>> <<Address>> <<First_Names>> <<salutation>> and away you [...]

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Encrypt a template

December 21, 2010 XpressDox Cookbook
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You want people to be able to run a template that you have made, but don’t want anyone other than yourself to read or modify the template.  This can be achieved by encrypting the template. A template can be encrypted when saving it in the XpressDox Explorer.  When saving a template, the XpressDox Explorer will [...]

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