XpressDox Help

XpressDox Help Center

Use Google To Find Help Fast, e.g. xpressdox choosefromlist Press Getting Started in the XpressDox toolbar for basic template development Watch the tutorial videos View command help from list of commands Press F1 for help on a command in the Command Editor Brows through the Cookbook help files Search for User Reference help Email support@xpressdox.com for assistance

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List of Commands and Functions

Use Google to find help fast. For example, search on “xpressdox choosefromlist”. View or download a list of all commands and functions: Alphabetic List of Commands & Functions List of Commands & Functions by Category Click here for email support.

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Folder permissions in XpressDox web

When it is necessary to keep folders inaccessible by certain users in the firm, there are a few options to consider. 1. Setting folder permissions on the Cloud server This feature is available from version 12.1 onwards and can be used to ensure that only certain user groups have access to folders. The feature needs […]

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Configuring SSO using Azure AD

1. After logging in to your instance of Azure AD, go to your Active Directory and click on the Enterprise applications. 2. Add a new application; search for XpressDox in the gallery and add it to your list of Enterprise applications. 3. Click Properties, and set User assignment required to Yes. 4. Click on Users, […]

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Understanding Template Identifiers

What is a template identifier (template ID): When a template is uploaded to a cloud environment it is assigned a template identifier. This template ID is used in integrations between XpressDox and 3rd party applications. Because the integrated application needs to refer to the template ID it is important that the ID does not change. […]

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How to setup Scheduled Tasks in a self-hosted environment

The Scheduled Tasks feature enables you to setup: a periodic ‘cleanup’ or deleting of both documents and data files from specified folders. a regular building of artifacts so that during template maintenance, these artifacts can be rebuilt at a convenient time, make the templates run noticeably faster. the emptying of the recycle bin. 1. Install […]

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XpressDox Integration Diagram

This diagram shows the relationship between running interviews and saving the resultant documents and datasets for front end and back end integrations.

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The DetectLongConditions Command

How will I know when to use this command? Particularly with long templates with lots of conditional logic, you can get one or both of the following situations: either the interview responsiveness is very sluggish, and/or you get an “Out of Memory” exception being thrown by the system. What is going on under the hood? […]

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The Command Editor

The Command Editor empowers the template author by presenting an alphabetic list of all the XpressDox commands, with functionality which provides wizards for completion of the command as well as supplying examples of commands. The Command Editor also provides functionality for easily selecting the correct data element from a list of existing data elements. The […]

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The InterviewTheme Command

The Desktop interview is, as of Version 12.0, available in 3 different themes, viz. Classic, Blue and White. The InterviewTheme command gives you control of this. It’s pretty simple: «InterviewTheme(White)» This selects, you guessed it, the White theme.

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