When entering dates for a contract, it is important to get them right during the interview. It might be possible to control this via the Rule command, but often it is very useful to reflect this to the user as they are typing into the interview. For the purposes of this example, we start off […]
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Configuration All that is needed for this feature to be enabled is that a drive letter be configured to refer to the iManage system. This configuration operation can be accomplished by a user with a Supervisor license, which will give the user access to the Foreign File Systems tab in the XpressDox configuration screen. […]
When you have a system of templates and have run them a number of times, say for a number of your customers, the saved data set files become a source of valuable information. It would be nice to be able to access those data files as though they were a database. That’s what the XpressDox […]
Some of the sample templates which are delivered with XpressDox make use of one of the early instances of the Microsoft AdventureWorks SQL Server database. This database can no longer be obtained from any Microsoft web site, and so a backup is made available here. You can download either the .bak file itself, by clicking […]
This Cookbook article refers to the AdventureWorks database which needs to be installed at a location available to your development environment. If you have not already done so, you can download the database from Download the AdventureWorks Database. It is assumed that you already know how to configure a datasource for a SQL Server database. […]
Suppose you have defined a set of folders to contain clauses for insertion using the My Clauses or Shared Clauses features in the XpressDox ribbon. Normally you would group clauses together into folders containing clauses for similar uses. For example, they might be “Contracts”, “Notices”, “Letters”, etc. In some cases the folder and sub-folder structure […]
Because XpressDox uses XSLT as its document automation engine, the arithmetic features of XSLT are all available to template authors. There is a caveat, though, and that is that XSLT requires that all number presented to it in calculations must be in a specific format. The specific format is that the numbers must be only […]
The original article regarding inserting documents with variable names was written way back in 2009. Since then, as a result of further maturing of XpressDox, some really useful innovations have been added. In particular, if there are data elements whose values are set very early in the process (in fact before step 1 in The […]
Configuring a web service as a data source follows the same first steps as for other data sources. The first place where it differs is (obviously) at the point where you choose the type of data source: When you press the “Finish” button, the data source will be entered into the Configuration window with a […]
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.