Contact Management

In order to simplify the management of data collected by Docxpresso we have introduced in v4.0 "Contact Management". Now one can easily import/export template data directly from/into the Docxpresso [...]

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Remote template creation/parametrization

Docxpresso is not designed just as a B2B tool but also to provide B2B2C services. Many of our customers use Docxpresso to give direct service to their own clients. In the majority of cases this inter [...]

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Global variables

Since v4.0 Docxpresso offers you the possibility to create "global variables" that may be shared among different templates. Global variables are tagged as any other variable with the only difference [...]

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Predefined workflows

In this screencast we offer a brief introcution to the use of predefined workflows in Docxpresso. Predefined workflows are associated with a template and, if activated, they are launched whenever any [...]

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Keep Alive Links

Keep Alive Links allow for multiple editions of the same document out of the same "share link". By clicking a Keep Alive Link the user will always access the current version of the document integrati [...]

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Customize your Docxpresso emails

This screencast shows you how to customize the emails sent by Docxpresso: [...]

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Forwarding data from one template to a different template

It may show sometimes useful to forward data collected via one template into another different template to simplify the process of completing a new document by reusing previously stored data. The p [...]

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Simple Math Formulas within a Docxpresso Template

The goal of the following screencast is to offer you a "jump start" to the usage of formulas within a Docxpresso template. The example is based on a simple invoice where the tax and total ammounts are [...]

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Docxpresso additional storage space

In the following screencast we show how to use the extra storage space provided by Docxpresso so you can upload any additional file that may be relevant for you, your clients and colleagues: [...]

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WordPress plugin: survey sample

Customer survey Here we offer you an example of integration of Docxpresso with our Wordpress plugin "Document & Data automation" (download it from here). You are first invited to complete a survey [...]

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