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.
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.
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.
Yes. You can enter your firm information once and then it will be inserted in any template which uses that information.
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.
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.
Yes. Information can be saved as often as you wish and then re-loaded for later use.
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.
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.
XpressDox assembles to Microsoft Word and/or PDF formats. PDF documents can be encrypted or regular PDF format.
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.