Services

xPression xPressForms

Learn how to use xPressForms for form creation and management. This course introduces you to the concepts and features that make xPressForms work. The course walks students through the xPressForms interface, creating form definitions, creating and maintaining form components, and creating form content in xDesign. Students will learn how work in the Browse and Search pane, create a form definition, add variables and schedules to the definition, add content in xDesign, and create form packages and master documents.

Course Length:

1 Day

Who Should Attend:

Professionals who create, implement, and maintain bureau forms from ACORD, ISO and NCCI.

Course Prerequisites:

An intermediate understanding of the following areas is highly desirable:
  • XML and XML schemas
  • Hands-on experience with Microsoft® Windows 2000 or higher
  • Microsoft® Word 2003, including the use of styles

View course schedule


Topics

Introduction to xPression

  • Understand the products and services provided by EMC Document Sciences
  • Explain the business needs addressed by xPression
  • Identify the applications within the xPression Product Suite

Introduction to xPressForms

  • Understand xPressForms and Enterprise Edition
  • Explain working with xPressForms documents in xDesign

Accessing xPressForms

  • Learn how to log on to xPressForms

Working with the Browse Pane

  • Understand the browse pane
  • Learn how to add folders to the pane
  • Learn how to add and delete tags in the pane

Searching in xPressForms

  • Understand the xPressForms search capabilities
  • Learn how to search using a specific variable
  • Learn how to search using a specific tag

Form Definitions

  • Understand form definitions
  • Learn how to add a new form
  • Learn how to add tags and variables while creating the form
  • Learn how add content to a form in xDesign

Importing and Exporting Forms

  • Understand the import and export process
  • Learn how to import a form

Form Status

  • Understand form status and its purpose
  • Learn how to change the status of forms

Generating XML

  • Understand the generate XML process
  • Learn how to generate XML for a form

Creating Document Versions

  • Understand document versions
  • Learn how to create a document version for a form

Managing Variables

  • Understand the manage variables function
  • Learn how to import variables

Creating Forms Reports

  • Understand form reports
  • Learn how to create a report on specific forms

Previewing Forms

  • Explain how to test output using the preview functions
  • Understand customizing form previews
  • Understand previewing multiple forms at one time
  • Learn how to preview a single form
  • Learn how to preview multiple forms

Form Packages

  • Understand form packages
  • Learn how to create a forms package

xPressForms Options Configuration

  • Understand the configuration of xPressForms options
  • Learn how to change the configuration of an option

xPressForms Best Practices

  • Learn the recommended best practices for working with xPressForms


*Please note “Introduction to ...” chapters are presentation only.