Experienced with Document Automation
XpressDox is designed to deliver experienced users a powerful command library and unrivalled feature set to create sophisticated and complex document template solutions.
Comprehensive command library
Over 300 commands to cater for the most sophisticated template imaginable. For even more power access the XSLT and xPath libraries.
Low code to Full code in a single product
Caters for a centralised template creation department as well as template creation at a practice group and department level for maximum productivity.
Work across platforms
Run templates on Word or Web, or use the XpressDox API to run templates from within other applications or websites.
Access third party data sources
Reuse information from data sources such as SQL Server, MySQL, Excel, Access, and ODBC, or even from your CRM system.
Multiple documents per interview
Choose to generate packages of documents from a single interview, or a single document from multiple interviews. Hardcode in the template or allow the user to choose in the interview.
Auto name documents and datasets
Select or create the folder location, and auto construct the file name from information captured in the interview.
Output to Word, PDF, HTML, and EML
Choose from a variety of output formats. Specify format per template or choose the output format in the interview.
Share interviews with external users
Securely share interviews with clients or external users. Send interview links via email or easily embed questionnaires in your website.
Integrates with Document Management
Auto name and save assembled documents and datasets to iManage, NetDocuments, and SharePoint automatically and choose or create the folder at run time.
Reusable objects/Scripts
Scripts can be as simple as naming and re-using blocks of text, or it can be as sophisticated as building your own commands by grouping other XpressDox commands into a single Script.
Unlimited levels of conditional logic
Powerful relevance engine to create sophisticated templates with any number of nested IF commands. Sections are colour coded for easy identification.
Assemble templates to Outlook
Optionally choose to assemble templates to an Outlook email, and automatically populate recipients and subject line from information captured in the interview.
Add help to interviews
Make interviews intuitive for users by adding static help, hover help, headings, and guidance notes. Conditionally add notes and alerts.
Convert existing template libraries
Efficiently convert your existing or legacy document automation library using the XpressDox converter. Formats supported include HotDocs, Word merge, Contract Express, GhostFill, or custom.
Sophisticated decision trees
Create sophisticated decision trees using advanced conditional logic. Recommendations displayed on screen. Optionally also generate or save as a document.
Customize and theme interviews
Color interviews to match corporate identity, and add firm logo to internal and external interviews.
