XpressDox frequently asked questions

You should be able to find answers to most of your technical questions on the site under the HELP menu, but you still may want to find out more about XpressDox. This is the place to do it.

What’s the payback period and ROI for XpressDox?

This is a bit like asking “How long is a piece of string?” ROI depends on what you use XpressDox for, and how well you make use of it. It is true that one of the reasons why document assembly is not adopted by many organizations is that they cannot accurately calculate the ROI.

However, XpressDox does pay for itself in many ways. For example, re-using a contract document just once could pay for XpressDox. And avoiding just one embarrassing mistake in a document will also instantly pay for XpressDox. Even in normal day-to-day usage, if XpressDox saves as little as 5 minutes a day per user, the system will pay for itself within 6 months. Back to top

What hardware and software will I need for XpressDox?

XpressDox requires Microsoft® XP, Vista, or Windows 7, and Microsoft® Office Word 2003 or later. Provided your hardware runs Word, it will be more than powerful enough to run XpressDox. Back to top

Which versions of Microsoft® Office Word does XpressDox work with?

XpressDox works with Word 2003, Word 2007, Word 2010 and Word 2013.  Because XpressDox templates are in .docx format, in order to use it with Word 2003, the Microsoft Office Compatibility Pack must be installed on Word 2003 systems.  Back to top

Why are there different versions of XpressDox?

Because Word 2003 and Word 2007/2010/2013 operate differently with regard to add-ins and toolbars, we’ve created a version of XpressDox specific to each. This will enable you to get the most out of XpressDox for the version of Word you use. Use these instructions to check which Microsoft® Office Word version you have. Back to top

What does “UNLICENSED COPY” mean?

XpressDox is not Freeware or Shareware. If you intend to use the product for commercial purposes, you need to pay for it. When you download the evaluation copy, it will show “UNLICENSED COPY” in the XpressDox title bar until the product is licensed. Back to top

Answers to questions from User Support Emails

Increment an Alphabetic value

Q: I am trying to increment exhibit letters so that each exhibit will be labelled Exhibit A, Exhibit B, etc.

A: First, initialise a ‘Next_Exhibit_Letter’ variable to the value 1:

  «SetVr('Next_Exhibit_Letter',1)»

Then, extract the corresponding letter from a list, like this:

  «GetListItem(GetV('Next_Exhibit_Letter'),'A,B,C,D,E,F,G,H,I,J,K,L,M')»

and then, each time you need the next letter, increment the ‘Next…’ variable with:

  «IncrementVr('Next_Exhibit_Letter')»

and then use the GetListItem function as above. Back to top

How to import a picture from a named file

Q: «ChooseFromList(myPicture,jim.pgn,john.jpg)»
«pastpicture(myPicture)»
«pastpicture(“john.jpg”)»

above is an example of my expectation but I can not find any function or process for it.

The only method I have found to work is to place my pictures on an included document and using pre loaded pictures with if statements around them.

Am I missing something or doing things wrong?

A: This is exactly the right way of going about it,prior to version 4.5.2. But in version 4.5.2 the IncludePicture and InsertPicture commands were included.

Suppose you have a helper folder configured with alias “Images”.
Your code could then look like:
«ChooseFromList(myPicture,jim.png,john.jpg)»
«InsertPicture(concat('Images:',myPicture),1.00in,1.00in)»

Have a look at The IncludePicture and InsertPicture commands. Back to top

ChooseFromDataSource

Q: To illustrate what I am trying to do, I will build on the “Managing Contacts on Letters” examples from the Cookbook.
The example provided makes sense as far as it goes, but imagine that on some projects one of the directors will be a project lead, and another director will be the project assistant. The lead and assistant will change from project to project.
I would like to be able to name a a particular director as ProjectLead for a particular template, and then have his or her information populate the ProjectLead data elements, such as ProjectLead Address.
Thus, in the example, if I name AC as the ProjectLead, the data element ProjectLeadEmail would return AC’s email.

A: I think what would do it is if you make TWO data sources, both relating to the same spreadsheet/database. Call one of them ProjectLead and the other ProjectAssistant (or whatever).

Then on one of them, use the “Map Data Source Element Names” feature in the configuration form – it’s the toolbar button on the extreme right. You can then give, say, the ProjectLead data element names a prefix which allows you to refer to them in the template as distinct from the ProjectAssistant data elements.

For example, if the database has a column “Name” and another “Email”, then if the prefix “Lead” is assigned to the data element names in the ProjectLead data source, the data elements for those two rows would be called “LeadName” and “LeadEmail”, respectively.

And then you have two ChooseFromDataSource commands on the template. Back to top
 

20 thoughts on “XpressDox 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.

  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. 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. 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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