Step 1. Upload the template solution to the cloud The first step is to design, author and upload the template ‘solution’ to the cloud. Usually a solution comprises a number of templates and supporting files, as in this case. Step 2. Copy and paste the integration code from the cloud There should be a particular […]
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This function gives you the ability to provide a user password to a PDF that is created by running a template. In other words, a person wanting to open the PDF file produced will have to supply the password to the application (e.g. Adobe Acrobat) which is being used to open the document. As an […]
If you want to compare two dates, then typically you want to know whether one date is later than another. The default way that dates are stored in XpressDox is in the format yyyy-MM-dd (e.g. 2018-05-02), but can also be understood by XpressDox in other formats, like “May 2, 2018”. The hyphens or other non-numeric […]
This is similar to The PaintInsertedText Command, but applies only during the Preview which is displayed during the the progress of the interview. This command takes one argument, which is a colour. For example «PreviewHighlight(Green)» This will color all text inserted by XpressDox fillpoints as green in the previews displayed by the interview.
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. […]
This function was introduced to enable the entire dataset to be saved as a BLOB in a data base. Typically, this function will be used in the context of a SetDataSourceData function, something like this: «SetDataSourceData(‘StagingDataSource’,Guid(), ‘XMLBlob’,GetDataset(), ‘Description’,Name)» In the above, the value of the Guid() function would be used as an arbitrary, unique, ID of […]
This command is used to enable the “Save Local” feature in the browser interview.
It may be that all, or at least some, of the data set to be used to assemble a document comes from some place other than the interview. For example, it might be that the data are in a data base, or retrieved from a web service or some other data source. Often data sets […]
AppendPDF enables the user, and also the template author, to choose one or more PDF files which will be appended to the document assembled by the template in which the command appears. The SaveAsPDF(Yes) command is issued implicitly. In other words, PDF files can only be appended to other PDF files. Example – user supplies the […]
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 […]