Frequently Asked Questions

Document Automation Software to Create Templates

Ideal for knowledge workers


A feature–rich document automation add–in to MS Word
Powerful and easy to use for conditional logic and repeating information
Integrates easily with databases and web services
Extensive help provided for template authors

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XpressDox Author caters for beginner, intermediate and advanced users

Mark up document from scratch, or convert from existing templates +300 commands and functions Comprehensive help Database connectors as standard See example: Letter

Both. Mix and match according to requirements. Form–less integrations are also possible.

JavaScript and iFrame integration as standard (code generated automatically) Data from XpressDox form can be sent via API for document generation (generation in the background) Data from online form systems can be sent for document generation, for example Wufoo, Formstack (XML data plus template identifier) Data from business systems/apps can be sent for document generation

XpressDox can automatically generate interview forms from template logic

Forms can be generated automatically from XpressDox These forms are managed and maintained during the authoring process Component-based architecture for complex templates encouraged Third party forms managed and maintained in third party systems Data needs to be linked back to the template

This is usually for the larger enterprise, where they wish to avoid the costs of deploying desktop versions of XpressDox for each user. The XpressDox Server would be installed in-house, either on your own server, or on a privately hosted server. Access control is via Windows Authentication, which means that users will not need to login to XpressDox each time they wish to use it. It also means that access rights don’t need to be duplicated for XpressDox.

Users would then access the same templates regardless of whether they are using the Word Desktop version of desktop or a browser. This reduces implementation time, and simplifies template development. It is also possible for XpressDox to import data from most databases or data-sources, since both the XpressDox Web Server and the data-server would be in the same domain.

An XpressDox Server licences is required for each server, and discounts are offered for test and/or development server licences.

For those smaller firms who generally cannot justify the price of an own hosted server, or who prefer not to have the hassle of managing their own server, XpressDox is available on its own Cloud Server. Various pricing plans are available.

Templates are created in Microsoft® Word and then uploaded to the Cloud Account where they are displayed in a familiar folder structure. Access is via browser, and completed documents are presented to the user once assembled.

Some large enterprise clients choose to host their templates on the XpressDox Cloud Server in the test phase, moving to an own hosted server at a later stage. Access to the XpressDox Cloud Server is encrypted via secure http with a login name and password required for access.

With XpressDox Web Server (Cloud or own hosted) you can launch templates from hyperlinks (including pictures or buttons) in your website quickly and easily. This is usually where you would like to make templates available to your clients, or where you provide free templates to attract new business. The interview or questionnaire will appear in your website, ensuring that your corporate image is applied to the interview. Completed documents are returned via your website, and it is possible to route the completed documents to any number of email recipients along with an explanatory email message. This means that you can retain control over the completed documents, possibly only sending the completed document to the user after you have checked it. You may also decide to make the completed document available to the user immediately, but for an email to be sent to you (or someone else in your organisation) each time a template is run.
It is also possible to integrate the XpressDox document automation ‘engine’ within a third party software application using the XpressDox API. If the API is used, the default XpressDox user interface is not used. Typically, the application program passes the data to the XpressDox engine, along with the name of the template to be merged with that data. XpressDox then returns a completed document.
Some firms still prefer to install the XpressDox Desktop version for Microsoft® Word. There are various versions of the XpressDox Desktop product, including the Author (for designing templates), the Runner (where the user will only run existing templates) and the Supervisor (used by large firms for configuring users, database access, and auto file naming and save location). Only one Supervisor licence is required per firm, and smaller firms usually do not require Supervisor.
XpressDox can import data from most databases into templates, including Microsoft® SQL Server, MySQL, ODBC, as well as Microsoft® Office databases such as Outlook, Access, and Excel. Various commands are available which allow users to search for the appropriate record in the database, or simply to type in a file number manually.
XpressDox can import data captured into Salesforce so that letters, quotes, and contracts can be produced in seconds.

Clients who wish to store their templates on a remote storage facility such as Dropbox would need to use the XpressDox Desktop version for Microsoft Word.

Because XpressDox is based on standard Microsoft® Word file formats, you would save your documents into a document management system in exactly the same way you would in Word. The means that users don’t need to learn another save procedure. XpressDox also has the ability to populate Word’s custom document properties from data in the completed document, which can then be used to auto save the document in the document or content management system.

This is much the same as integrating XpressDox templates into your website, except that you would need a shop on your website to manage payment. Where users will pay a monthly or annual subscription, you can simply add them to the XpressDox Web Server as authorised users which would require a login each time they run a template. Note that XpressDox does not provide the shop functionality, and this is normally provided by your website designer. We normally recommend that our clients test the water before spending a substantial amount on designing a sophisticated template shop. For example, you might simply ask your customer to make a payment electronically and to send you a proof of payment, where after you can send them their login name and password via email. Once the initiative succeeds, you can then develop a more sophisticated system.

XpressDox requires Microsoft Word for Windows to author or design templates. However, once the templates have been designed, they can be run via browser on any Apple device.

20 thoughts on “Frequently Asked Questions

  1. How can I make calculations with functions such as POWER and MOD? I am trying to build functions that allow to convert numbers and dates into Spanish language.

    1. XpressDox uses XSLT to perform the merging, and so you can use the Xpath function mod to get remainders. <<mod(Amount,10)>> will result in 8 where Amount is 18 (or 28, etc.) I don’t think there’s an XSLT functions for raising a number to a power. If you think it would be useful I will add that to the suite of XpressDox functions.

      1. Peter, I tried with the mod function that you mentioned, but the system states that there is not XSLT mod() function.

        1. I must apologise – mod is an operator, not a function. So the syntax is, for example, <<SetV(‘Remainder’,Value mod 10)>>.

  2. Is there any independently published evaluations and comparisons with Hot Docs available?

    What would make Hot docs a superior product to this?

    Also, is the web-server version managed above same as cloud computing? Will it work with GoogleDocs?

    Thanks

    1. I don’t know of any comparisons to HotDocs.
      Your question about GoogleDocs is interesting – in what way would you see XpressDox and Google Docs working together?

    1. Hi Scott, yes XpressDox is available for 32-bit Word 2010. Regarding a desktop license in anticipation of our web server version, why don’t you download the free 90–day trial, if you haven’t already. Thereafter, if you purchase a desktop license and subsequently a web server license, we’ll gladly refund the desktop license price to you. (The web server version will come with a free single desktop license for authoring templates.)

  3. Been looking through the functions available.
    Is there a calculation function, as in setting subtractions of amounts?

    Thanks

  4. 1. Works with Word 2010?
    2. Interested in the Web-Server version, should I wait (or just start with the demo)? Will there be any incentives to purchase the current version in anticipation of the Server version?

    1. Yes- it does work with Word 2010.
      As to the web-server version, it is being architected to function as closely as possible to the Word Add-in version. This means that templates that are authored and run with the Add-in will run in the server version with no changes being necessary. That would mean that any investment of time and effort in authoring templates in advance of the server version would not be wasted.

    1. It’s important that you download the version of XpressDox for your specific version of Word.

      In particular, Word 2010 can give problems because it comes in two flavours – a 32 bit version and a 64 bit version. If you do have Word 2010, the way to tell whether it is the 32 bit or 64 bit version is:
      Press the File menu and then Help in Word 2010, then on the right hand side of the screen is a whole lot of information about Office. In the middle is “About Microsoft Word” and under that is the version and either (32-bit) or (64-bit).

    1. I think you might be asking about this because you are using the Word 2003 instance of XpressDox, which needs to employ macros in order to have shortcut settings for keys (shortcut key settings are done in an automatic way in Office versions later than 2003).

      The Microsoft article in the following web site tells you how to enable or disable macros in Word 2003: http://support.microsoft.com/kb/290949

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