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Tag: Configuration for folder

Force saving of merged documents

Force saving of merged documents

When the file name of the merged document is provided either in the configuration, or using the <> command, then XpressDox will save that merged document regardless of whether or not the user checks the Save Merged Document? check box on the data capture interview for that template.


Configuring standard folders

Configuring standard folders

The Document Save Folder will be the default folder to which documents produced by running a template will be saved. When a template has been run, the user will be asked to provide a name for the document via a Save File dialog, and at that stage will be able to change the place where the document is saved.


Make it easy for all templates to use the same letterhead

Make it easy for all templates to use the same letterhead

Enterprises lose credibility and brand awareness when published documentation is out of date or inconsistent. XpressDox Docussembly™ document assembly makes it possible to ensure consistent use of branded documents throughout the enterprise.


Configure a multi-application environment

Configure a multi-application environment

You are the site administrator for a large legal firm, and you have set up a number of XpressDox applications. Each application has its own set of templates which are located in a folder for each application. Say for example there is an Estates application, a Litigation application and a Conveyancing application, and these are […]


Standard data element configuration

Standard data element configuration

These are data elements that appear as data elements on standard templates. A typical example is the user’s email address and telephone extension on a letterhead. In order to save a user typing their own details into the data capture UI every time they run a template, the Standard Data Elements feature allows them to enter these details into the configuration of a folder.


Merging configurations


Configuration for folder settings

Configuration for folder settings

Every folder where templates can be stored, and from which they are selected with the Run Template function, can have a configuration saved in it. When a folder is selected as the Configuration for folder, it means that the configuration settings entered on the screen will be saved in that folder.