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

go to article

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.

go to article

Creating Cleanup and Artifacts Tasks on your Server folders

Account/File Administrators can create Cleanup and Artifact Creation Schedules to facilitate the best performance on your Server account. Create artifacts after hours so they run faster; and Specify when to delete documents and/or data files from selected folders. To create an Artifact Creation Schedule (can be done by either an Account or File Administrator): Click […]

go to article

The Set Command

Control the values of data elements in the interview

go to article

Comparison of XpressDox Server Functionality

Feature Cloud/Integration WinAuth AUTHENTICATION Forms Authentication WindowsAuthentication (ActiveDirectory) HOSTED Cloud Local Network FOLDER STRUCTURE Restricted to Registered Account Configured via sharedSettings file FOLDER PERMISSIONS Restricted using CustomUser Groups defined in theapplication Active DirectoryFile and folderpermissions areadhered to ACCESS TO FILE SYSTEM Only if Self hosted Yes USER MANAGEMENT XpressDox Active Directory MFA Yes, via Azure […]

go to article

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 […]

go to article

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, […]

go to article

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. […]

go to article

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 […]

go to article

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.

go to article

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? […]

go to article