Document & Data Automation

If you need to gather end user information, generate dynamical documents, manage all collected data or even sign contracts directly from your Wordpress website this is the tool you are looking for. This plugin is a Wordpress interface for our Docxpresso cloud service (Get a free trial). It allows for the integration of full front end Docxpresso functionality within your Wordpress website. 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.
• Anchor inmutable proof of your documents to the Bitcoin blockchain.
• Sign documents & contracts from your WordPress interface.
• Launch predefined workflows 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.

How to use it 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

https://youtu.be/5i631JIesiE?rel=0 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 or other associated fields.
6. You then may access bulk data in CSV format or access the data for a single use by clicking in the corresponding button.
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. https://youtu.be/42acmu6dko8?rel=0 Wordpress users may access the documents generated by them via the plugin from their dashboard. Depending of the type of access granted they may:

1. Download the generated document at any time.
2. Continue edition until the document is set as completed.

https://youtu.be/RDwCH_eu1C0?rel=0 You may also learn how to anchor the generated documents to the Bitcoin blockchain with the following video: https://youtu.be/mJWDajyovs4?rel=0 Advanced users You may now forward arbitrary data to a Docxpresso template by defining the function forwardDocxpressoData($data) somewhere in your WP installation:

• The functions.php file of your theme or preferably a child theme to avoid issues when updating the theme.
• The custom.php file that comes bundle within your plugin. In this case you should be carefully to backup it before updating the plugin.

Within this function you may request, for example, user and post data via wp_get_current_user() and get_post() native WordPress functions as well as Docxpresso template data like the template id stored in $data['template']. The function forwardDocxpressoData($data) should return the modified $data array including a 'varData' key that should follow the following structure:

$data['varData'] = '{"varValues":{"variable_1":["value_1"],"variable_2":["value_2"]}}';

Where variable_1 and variable_2 should correspond to variables in the Docxpresso template, otherwise they will be ignored. You may see an example on how to do it in here: Export data to a template.

In order to use this plugin you need an active Docxpresso SaaS account. You may ask for a free trial in: http://saas.docxpresso.net 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: Main configuration options:

• The URL to your private Docxpresso installation
• The Docxpresso API key
• The email of the ADMIN Docxpresso user General options:
• Default redirection page
• Default thanks message Styles:
• Document frame styles (border)
• Thanks message styles (border, background-color and font options) https://youtu.be/B8og79FltDE

1.6.2

• Security improvements

1.6.1

• Improvements in the parsing of users.
• You can now handle with a single Docxpresso instance multiple WP sites

1.6

• There is a new users interface within Wordpress that allow registered users to handle their documents from their Wordpress dashboard.
• The admins may control at the indidual user level which actions may be performed: only download or download and edit.

1.5

• You can now pass a token to a Docxpresso document or web form, in order to recover a previous usage, by including it as a dxoToken parameter in the query.
• Docxpresso document edition interface available directly from the admin panel so you can interact with previously generated documents.

1.4

• Editors may now select which template variables are editable from within the Wordpress end user interface.
• Seamless integration with predefined Docxpresso workflows

1.3

• Advanced users may now forward WP data to the Docxpresso template so some variables are prefilled

1.2.1

• Naming convention changed to avoid issues with other plugins and themes
• Minor bugs corrected
• Updated translations

1.2

• Completely refurbished user interface
• Anchoring to the blockchain
• New filtering options for templates and associated data and documents
• Seamless integration with the Docxpresso SaaS interface

1.1

• Minor corrections

1.0

• Initial version