Document & Data Automation

Description

If you need to gather end user information, generate dynamic documents, manage all collected data or even sign contracts directly from your WordPress website this is the tool you are looking for.

Share documents online

If you want to share Documents in your WordPress site, track the usage of your documents and allow users to fill, sign or download the documents:

  1. Go to http://saas.docxpresso.com and create your account.
  2. Upload your documents to your Docxpresso account.
  3. Install the plugin in your WordPress site.
  4. The plugin, once installed, will require an Api Key to work that you will be able to obtain from the Config section of your Docxpresso account.
  5. Include the API Key and URL of your Doxpresso account into the plugin options page.
  6. You may then start to include interactive documents and forms from your Docxpresso account in any of your WordPress posts or pages.

If you need help or assistance during the installation process, send us an email and we will help you setting up your account.

Create amazing forms and contracts online from Word Documents

This plugin is a WordPress interface with our Docxpresso cloud service. It allows for the integration of full front end Docxpresso functionality within your WordPress website. You may obtain a free trial account in Docxpresso

Just by uploading a document template to Docxpresso you will convert a simple Word document into a fullfledged app that will allow you to:

  • Generate online interactive documents with “active zones” that may be edited directly from the browser.
  • Generate sophisticated web forms directly tailored from the uploaded document.
  • Generate dynamical documents in any format (PDF, Word, ODT or RTF) using your end user input data and the original Word template.
  • Manage all collected data and export it to HTML and Excel formats.

Our “Document & Data Automation” plugin will convert your WordPress website in a sophisticated document management and document automation system that will grow with your business.

Share your office documents with your students, clients or service providers

You can upload and share contracts, exams, test, enrolment documents, surveys, rental agreements, terms and conditions
any document or contract that you need to share, approve and save as a PDF can be done with Docxpresso.

How to share a document online

Publish an interactive document or web form:

  1. Create or edit a post or page as usual from your WordPress admin interface.
  2. Click the Docxpresso SaaS button located over the text editor.
  3. A pop up will open with the a full directory tree of all the documet templates available in your Docxpresso cloud installation.
  4. Click on the folder of your choice and a pop up will open with the list of available document templates.
  5. Choose insert into WordPress if you want the document/form to be embedded within your post/page or print link if you just want to forward your visitors to your Docxpresso installation.
  6. Navigate through the list and choose the desired template by clicking on the Insert button (for interactive documents) or Web Form button (for an standard web form).
  7. A shortcode [docxpresso_document] will be inserted with the selected options.
  8. Write any additional content if needed and save the post/page

Browse generated document and data directly from your WordPress interface:

  1. Click on the Docxpreso SaaS button of your main WordPress admin menu.
  2. Choose the Templates option.
  3. You will be redirected to the Data Management interface where you will be able to filter by name and category the template data and generated documents that you wish to browse.
  4. Click on the name of the desired template and you will be redirected to a page with all the uses of that template.
  5. You may, if you wish, filter the data by dates.
  6. You may then access bulk data in CSV or HTML format or access the data for a single use by clicking on its name.
  7. You may also, at any time, download the associated documents by clicking on the Download button located at the right of each usage.

Of course, you may also access all this data and documents from your Docxpresso installation backoffice interface where you can enjoy more sophisticated filtering options and many other goodies.

Licensing

This work is licensed under GPLv2 or later.

This plugin comes bundled with the iFrameResizer JavaScript library (https://github.com/davidjbradshaw/iframe-resizer) and the jquery.mask.js JQuery plugin (http://blog.igorescobar.com) both enjoying a MIT license (http://www.opensource.org/licenses/mit-license.php)

Screenshots

  • Docxpresso SaaS button - click on this button to access to the plugin options.
  • Document directory tree popup - this popup shows the available document folders in your Docxpresso installation.
  • Available document templates - a full list of the available documents within the folder of your choice.
  • End user interface: interactive document - the enduser will be offered an interactive document to be completed.
  • End user interface: web form - if the web form option is selected the end user will be offered a standard web form.
  • Browse data and download documents - from the admin interface one may access all data gathered from end users as well as all documents generated.
  • Browse single document template usage history - you may access bulk data (HTML or CSV) for a single template or browse the data and download the document associated to a single use.

Installation

In order to use this plugin you need an active Docxpresso SaaS account. You may ask for one in Docxpresso.

From your WordPress dashboard

  1. Visit ‘Plugins > Add New’.
  2. Search for Document & Data Automation.
  3. Activate Docxpresso integration from your Plugins page.

From WordPress.org

  1. Download Docxpresso.
  2. Upload the ‘Document & Data Automation’ directory to your ‘/wp-content/plugins/’ directory.
  3. Activate Docxpresso integration from your Plugins page.

Settings

Once you have activated the plugin you should click on the “Docxpresso SaaS” > Options link available from your main
WP admin menu and provide the following data:
* The URL to your private Docxpresso installation
* The Docxpresso API key

FAQ

Installation Instructions

In order to use this plugin you need an active Docxpresso SaaS account. You may ask for one in Docxpresso.

From your WordPress dashboard

  1. Visit ‘Plugins > Add New’.
  2. Search for Document & Data Automation.
  3. Activate Docxpresso integration from your Plugins page.

From WordPress.org

  1. Download Docxpresso.
  2. Upload the ‘Document & Data Automation’ directory to your ‘/wp-content/plugins/’ directory.
  3. Activate Docxpresso integration from your Plugins page.

Settings

Once you have activated the plugin you should click on the “Docxpresso SaaS” > Options link available from your main
WP admin menu and provide the following data:
* The URL to your private Docxpresso installation
* The Docxpresso API key

May I use this plugin in any website, commercial or not?

Yes, there are no limits to that regard.

May I ask for support?

Yes, you may write in the forum or leave a message in Docxpresso.

Reviews

Read all 1 review

Contributors & Developers

“Document & Data Automation” is open source software. The following people have contributed to this plugin.

Changelog

1.0

  • Initial version