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FAQs

XpressDox Publisher

Frequently Asked Questions

HOW FAST IS XD PUBLISHER REALLY?
The system has been designed for speed. Typically an interview will load in a couple of seconds, and assembly will take only slightly longer than that. Bear in mind that the assembly takes place on the server-side, which is really fast. So the only delay is in downloading the assembled document to your workstation which is relatively quick.
WHAT IF OUR SUBSCRIBERS HAVE A SLOW INTERNET CONNECTION?
Bear in mind that the assembly of the template takes place on the server, which is really fast. So the only delay is in downloading the assembled document to your workstation. This architecture means that even on a slow Internet t4connection XD Publisher will work fine.
WHAT IF THE INTERNET DROPS DURING ASSEMBLY?
If you lost connection to the Internet mid-interview, the XD Publisher will try to re-connect. If the system times out, you can save the Interview on the screen, and then re-load it when the Internet re-connects.
CAN SUBSCRIBERS RUN TEMPLATES OFFLINE?
No. XD Publisher is an Online templates system which needs an Internet connection to function.
WILL SUBSCRIBERS NEED TO PURCHASE XPRESSDOX SOFTWARE?
No. XD Publisher templates run on any modern browser and do not require a license. However, you might want to use XpressDox Document Automation for other areas of your firm, in which case you would need to purchase or rent licenses for XpressDox.
CAN SUBSCRIBERS CREATE THEIR OWN TEMPLATES?
XD Publisher provides templates which are developed by the publisher and you are not able to add your own templates to their library. If you would like to create your own templates you would need to purchase or rent licenses for XpressDox.
CAN SUBSCRIBERS ENTER THEIR FIRM INFORMATION FOR USE IN TEMPLATES?
Yes. You can enter your firm information once and then it will be inserted in any template which uses that information.
WHEN THE PUBLISHER CHANGES A TEMPLATE, HOW LONG BEFORE IT IS LIVE?
As soon as templates are published, they are “live”. And if a template is edited at a later stage, as soon as the changes are uploaded to the live area, they will be active.
WHAT TRAINING WILL SUBSCRIBERS NEED?
The system has been designed to be really easy to learn and use. So even without training subscribers and users will know how to use the system.
CAN SUBSCRIBERS SAVE DATA AND THEN RE-LOAD LATER?
Yes. Information can be saved as often as you wish and then re-loaded for later use.
DOES THE SYSTEM HANDLE PDF FORMS?
Yes. Interviews for PDF forms work exactly the same way as normal interviews. However, PDF forms must not be locked and they need to contain form fields that can be filled.
IS THERE A SEPARATE DEVELOPMENT AND TESTING AREA FOR TEMPLATE DEVELOPERS?
Yes. There are separate locations for template development, testing, and live. Publishers can also create other areas if required, for example archived (no longer used) templates.
WHAT OUTPUT FORMATS DOES XD PUBLISHER SUPPORT?
XpressDox assembles to Microsoft Word and/or PDF formats. PDF documents can be encrypted or regular PDF format.
CAN SUBSCRIBERS STEAL OUR IP?
No. Subscribers cannot download templates, they can only run them. Templates can also optionally be encrypted so that even if someone did steal them, they would not be able to read or use their content.