When the file name of the merged document is provided either in the configuration, or using the «SetSavedDocumentFileName()» 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.
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Classic Usage In addition to forcing the saving of data sets and naming them using the SetSavedDataFileName command, the template author can use the «SetSavedDataFolder()» command to define where the data sets should be saved. Here is an example: «SetDataSaveFolder(Datasets\<AccountNumber>)» If the DataSaveFolder set in this way is a relative folder, as with this example, […]
Classic Usage In addition to forcing the saving of documents and naming them using the SetSavedDocumentFileName command, the template author can use the «SetSavedDocumentFolder» command in the template to have control over where the documents are stored. Here is an example: «SetSavedDocumentFolder(Documents\<AccountNumber>)» If the Document Save Folder set in this way is a relative folder, […]
Classic Usage The «SetSavedDocumentFileName()» command not only ensures that the merged document is saved, but also how it should be named. Regardless of whether the user checks the Save Merged Document? check box on the data capture interview for that template, this command forces the document to be saved. If you, as template author, want […]
As well as configuring the folders where documents and data are to be stored, the filename which will be given to the saved documents and data can be defined, using the ‘Pattern for saved file name’ described in configuring standard folders.