XpressDox Docussembly™ saves you time, saves you money

XpressDox Docussembly™ is a document assembly system that will help you become more productive when creating repetitive documents. Using XpressDox, you can easily create a template that asks you for only the information which changes. This improves your efficiency and effectiveness, and ensures that all documents you create conform to your organization’s standards. The result is faster, more accurate documents, which saves you time. And saving you time means saving you money, too.

Re-use information previously captured

With XpressDox, documents are created only once. Thereafter, they can be re-used as often as you like, and even shared with others in your organization. Since XpressDox saves your answer set, you can re-use the information you captured previously in a new document.

Organize your own templates

Finding documents and templates you have created can be a time-consuming task. Not so with XpressDox. In addition to a list of Recently Used templates, XpressDox also has a My Favorites area, as well as the conventional list of departmental templates.

Maintain document standards throughout your organization

It’s often almost impossible to keep track of which letterheads are being used throughout the firm, or whether all users are using the correct fonts, layout, and spacing for documents.

Also, each time information on the letterhead needs to change, it’s a gamble as to whether users use the new letterhead or not.

With XpressDox, you only need one copy of the firm letterhead, regardless of how many departments you have in your firm. This means you only need to make the change in one place, saving time, and ensuring compliance.

Some XpressDox Docussembly™ features include: Merge fields; number to words conversions; clause libraries; apply formatting to documents; base templates for letterheads; format numbers; format text; lookup lists; re-use saved information; date insertion, capture, and formatting; data capture; conditional logic commands; repeating text; template locations; data source integration; calculations; and more.

Improve the accuracy of your finished product

The usual way to re-use documents is to cut and paste from old documents. While this is certainly more productive than typing a new document from scratch, it does have its problems.

For example, by cutting and pasting text from another document it’s easy for client-sensitive information to find its way into the new document. If this has ever happened to you, you’ll know how embarrassing this can be for both you and your organization.

With XpressDox this doesn’t happen. Mark all variable data in your template once, and each time you run it XpressDox ensures this information is always inserted accurately.

Smart tools

Besides the normal functions you’d expect to find in a document assembly system, XpressDox also includes more useful tools to make your life much easier.

A clause library for example, so you can add standard clauses to your document on-the-fly. You can also convert numbers of currency amounts to words, and your formatting settings are saved for next time.

Another neat feature is the Apply Formatting utility which re-formats any document according to your organization’s standard.