General Considerations

General considerations

One of the main goals of Docxpresso is to help you organize and access the data supplied by your end users whenever they fulfill any document.

Whenever any end user interacts with a Docxpresso template besides generating the corresponding document all provided data is stored in Docxpresso databases so you can parse it and analyze it at your will.

IMPORTANT: although Docxpresso has multiple tools to import and export data from and to different third party tools in this section we will mainly center in the backoffice tools embedded within Doxcpresso. In order to know more about data exchange with external sources, please, consult the Developers documentation.

In order to browse the data associated with different uses of every template you should first click in:

The Browse data entry of the main side menu and you will be redirected to an interface where you can browse the data associated with the different available templates:

After filtering the templates as desired you will be redirected to the data collected by a given template by clicking in the corresponding database icon :

Through this interface you may do quite a few things that will be detailed separately:

• Access to bulk data in HTML or Excel format
• Do arbitrary searches on template data
• Filter uses by:
  • Date range
  • Status
  • Document identifier, reference, ID range, user id or domain.
• Access single document data
• Edit the document
• Download the generating doc
• Track single document history (multiple editions and tracking info)

Usage statistics

You have at your disposal an alternative way to access the data through the usage statistics menu entry:



And you will be redirected to an interface where the list of templates is organized by its number of usages:



You may again further filter the results with the help of the offered filters:

• Date range
• Template name

By clicking on the database icon you will again be redirected to the usage data associated with that template.