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Document assembly in under 5 minutes

Document assembly in under 5 minutes

Install XpressDox in 2 minutes

Once you’ve downloaded XpressDox all you need to do to install it is to double-click on the file named XpressDox-Word-2007.exe if you have Word 2007, or XpressDox-Word-2003.exe if you’re still using Word 2003. You also follow these steps if you’re upgrading to the latest version of XpressDox. (Which version of Word do I have?)

Done? OK, now you should have XpressDox installed as an Add-in in Word, and you can start marking up and running templates straight away – no pre-configuration is needed.

XpressDox is a Microsoft Word Add-in
XpressDox is a Microsoft Word Add-in that extends its capabilities in a number of ways. Add-ins are accessed from the Menu bar.

Take a minute to create and save this simple template

You’re now ready to start using XpressDox docussembly™. Just copy and paste the following Fillpoints into a blank Microsoft Word document, and save it as a template by pressing the Save Template button in the XpressDox ribbon toolbar.

<<Addressee>>

<<AddressLine1>>
<<AddressLine2>>
<<AddressLine3>>
<<PostalCode>>

Dear <<SirOrMadam>>

RE: <<re>>

Yours sincerely
<<FirmName>>

Running your template takes another minute

Once you’ve saved the template press the Run an XpressDox template button in the XpressDox ribbon toolbar to run it. You will be prompted to choose a template to run, so choose the one you’ve just saved. XpressDox will then read the text in the template, analyze all the fields, and present you with a capture form.

Use the Save Template and Run Template buttons in the XpressDox ribbon menu
Use the Save Template and Run Template buttons in the XpressDox ribbon menu

Once you enter the information and press OK on the data capture form, XpressDox will ask for a location and name of the file to which it should save the resulting document. It will default the folder to the same folder in which it found the template, but you can navigate to another folder if you want to. Choose a folder and a name and save the result document there.

Already running your own templates with a minute to spare. Fantastic! Why don’t you use the spare time to read the rest of this article and see how you can make your templates even better?

The Template Author’s Toolkit

You can try adding more fields to the template or change some existing fields. The XpressDox Template Author’s Toolkit button will launch a form which contains samples of all the XpressDox commands and fields, grouped in a tree view. Open a group and double-click on one of the items that most fits your needs.

For example, open the Data Capture group and double-click the Choose field value from a list. Use this to define a list of acceptable values for <<SirOrMadam>>. (Important – don’t remove the <<SirOrMadam>> field when you include the <<ChooseFromList….>> command, otherwise you will capture the value but never fill it into the document!)

Re-using data

When running a template, and the data capture form is presented to you, there are two buttons on the lower left. Using these, you can choose to use the data from the previous template (the Use Previous Data button) or, you can use data saved on a previous occasion (the Use Other Data button).

If you look in the folder where XpressDox has saved the resulting documents, you will notice files with names like SampleDocument.xddata.xml. A file named like this will contain the data which was captured for the template which was saved as SampleDocument.xml.

Custom starter kit

A set of sample templates and data sources will have been placed in the My Documents\XpressDox\Samples folder. The XpressDox Cookbook gives some case studies in solving typical document assembly problems.

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