Generate dynamical documents and contracts from user input and Office templates
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.
Publish an interactive document or web form:
Browse generated document and data directly from your WordPress interface:
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.
WordPress users may access the documents generated by them via the plugin from their dashboard.
Depending of the type of access granted they may:
You may also learn how to anchor the generated documents to the Bitcoin blockchain with the following video:
You may now forward arbitrary data to a Docxpresso template by defining the function forwardDocxpressoData($data) somewhere in your WP installation:
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.
This work is licensed under GPLv2 or later.
This plugin comes bundled with:
* iFrameResizer JavaScript library (https://github.com/davidjbradshaw/iframe-resizer)
* Peity jQuery plugin (http://benpickles.github.io/peity)
* jquery.mask.js JQuery plugin (http://blog.igorescobar.com)
* sha.js (http://caligatio.github.com/jsSHA/)
All of them enjoying a MIT license (http://www.opensource.org/licenses/mit-license.php) but sha.js that enjoys a BSD license (https://opensource.org/licenses/BSD-3-Clause)
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
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)
Docxpresso SaaS button: classic editor - click on this button to insert a document into your WP post/page.
Docxpresso SaaS button: block editor - click on this widget to insert a document block into your WP post/page.
Choose a template: latest templates - list of the most recent Docxpresso templates.
Choose a template: directory tree - navigate through all Docxpresso available templates.
Choose a template: display options - configure how the document/web form will be displayed in the page.
End user interface: interactive document - the end user 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 (CSV) for a single template or browse the data and download the document associated to a single use.
Yes, there are no limits to that regard.
Yes, you may write in the forum or leave a message in Docxpresso.