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XpressDox delivers robust document automation software with an easy-to-use interface, seamlessly integrated into MS Word for efficient template creation and interview design.

Document Automation Process

XpressDox enables a streamlined process for you to create templates and design interviews efficiently to revolutionise your document generation process.

Step 1

Author Your Template

Create dynamic templates in Microsoft Word using XpressDox’s intuitive commands for precision and customization.

Step 2

Design Your Interview

Build engaging, user-friendly interviews with a WYSIWYG editor to guide data collection that aligns with your template.

Step 3

Execute Your Interview

Answer the interview questions and pull in required data from in-house or third-party systems.

Step 4

Assemble Your Document

Merge collected data with your template to generate accurate documents, ready for sharing and use.

Increase productivity, improve accuracy, and enhance client service with our all-in-one solution.

Create Templates with Ease

Author any template with ease, no matter how simple or sophisticated. Our software combines the simplicity of low code with the power of full code to assist you in authoring templates.

Low Code

The Question function gives beginners a low code interface for creating their own templates quickly and easily.

Full Code

Experienced coders and template developers can access the Command Assistant with over 300 commands to author more sophisticated and complex templates.

Authoring Panes

Innovative, responsive authoring panes make it easier than ever to author templates and design your interviews across different devices efficiently.

Design Interviews Efficiently

The Manage Interview function enables you to structure the flow and define the order of questions in your interview giving you the flexibility to create user-friendly interviews in real time.

Change the order of questions

Simply drag questions up and down the list to change the order of your questions.

Create Tabs to group questions

Easily create tabs whenever you feel it is necessary to group associated questions in the interview.

Edit the name of your tabs

Quickly change the name of your tabs as you develop and rearrange your interview.

Delete unwanted tabs

Easily delete unwanted tabs without deleting your questions to quickly restructure your interview.

Stay on brand

Ensure a professional experience by adding your logo and custom theme colors to all internal and external interviews

Single interview for Desktop and Web

A consistent view of your interview irrespective of what environment you choose to work in.

Execute Your Interview

Our modern and responsive interface, coupled with conditional logic makes answering the interview simple.

Self Complete

Answer the interview questions yourself to create your document.

Co-Complete

Collaborate with clients or other users to complete the answers to interview questions.

Re-use Data

Re-use information from other interviews to populate the new interview.

Auto-Complete

Automatically pull information into the interview from in-house or third-party systems.

Access Your Templates Anytime, Anywhere

The XpressDox Cloud platform allows you to effortlessly manage and run your interviews and templates.

Run and Share Interviews

Automated documents can be assembled by users on the system or by recipients of shared interviews from any browser.

Secure and Centralised

Templates, documents and data are safely stored, organised and accessible on one platform.

User Access Management

User permissions allow you to control access rights to folders and system features for specific user groups.

Reports

Gain perspective on your template library is performing by pulling custom reports showing template assemblies, user activity, the most popular templates.

Software designed around your unique needs to power your productivity.

Share your Interviews via Email

Collaborate with your clients and third parties by choosing to share your custom interview electronically via email and track responses to get documents completed sooner.

Custom Email Design

Stay on brand by customizing the look and feel of your interview

Interviews Dashboard

A simplified dashboard allows you to manage and track all your shared interviews.

Manage Interviews

Manage interview accessibility by resending to recipients or deactivating as required.

Secure Data Transfer

Shared interviews are securely encrypted and can be password or PIN-protected for additional safety.

Easy Collaboration

Collaborate by adding information into the interview at any time

Real-Time Notifications

Get notified upon completion of the interview

Embed your Interviews in Your Website

Make your business processes more efficient by improving data collection and reducing human errors. Embedded interviews enable you to have a single version of client information.

Customisable

White label your interview to align it to your brand, making it visually seamless in your website ensuring a consistent user experience.

Easily Integrated

Easily integrate interviews into your website, other web applications and with your existing CRM (e.g. Salesforce).

Controllable

JavaScript API gives you programmatic control over the interview and the ability to control how users interact with the interview across different sessions.

Embed Options

Both iFrame and JavaScript versions available for embedding your interview. XpressDox also offers RESTful API Integration for use by developers.

Assemble Your Document

Choose the appropriate format to assemble your document.

Assemble to a MS Word document for easy editing.

Assemble to PDF for secure distribution.

Assemble to Outlook email for efficient communication.

Ready to revolutionize how you generate documents?

We have create a comprehensive XpressDox Learning Center to help you every step of the way. Everything you need to get the most out of our document automation software is available with just a few clicks.

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