XpressDox Help Center

Use Google To Find Help Fast, e.g. xpressdox choosefromlist


Press Getting Started in the XpressDox toolbar for basic template development
Watch the tutorial videos
View command help from list of commands
Press F1 for help on a command in the Command Editor
Email support@xpressdox.com for assistance

Tag: Data source

Download the AdventureWorks database


Configure A Data Source for an Elite Database

Configure A Data Source for an Elite Database

XpressDox can retrieve data from just about any data base, but in particular, data from the Elite practice management system can be made available to your templates. The Elite data base is a Microsoft® SQL Server database, and so can be configured as such in the XpressDox configuration dialog.  Below follows a step-by-step look at configuring a data source to make clients […]


Configuring data sources

Configuring data sources

The Data Sources facility provides a way for data captured into some other system to be merged into templates. For example, users may wish to be able to have address and other contact information from Microsoft® Outlook inserted into letters. This would be achieved by defining the Outlook Contacts as a Data Source.