{"id":74204,"date":"2017-09-14T05:32:53","date_gmt":"2017-09-14T05:32:53","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/document-data-automation\/"},"modified":"2024-10-30T09:18:28","modified_gmt":"2024-10-30T09:18:28","slug":"document-data-automation","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/document-data-automation\/","author":14468872,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.6.2","stable_tag":"trunk","tested":"5.5.18","requires":"3.5","requires_php":"","requires_plugins":null,"header_name":"Document & Data Automation","header_author":"No-nonsense Labs","header_description":"Connects to your Docxpresso Cloud installation","assets_banners_color":"f6ddd0","last_updated":"2024-10-30 09:18:28","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"","header_author_uri":"http:\/\/www.docxpresso.com","rating":1,"author_block_rating":0,"active_installs":90,"downloads":9850,"num_ratings":1,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","faq","changelog"],"tags":{"1.0":{"tag":"1.0","author":"docxpersso","date":"2017-09-21 16:21:13"},"1.1":{"tag":"1.1","author":"docxpersso","date":"2018-07-24 11:54:29"},"1.2":{"tag":"1.2","author":"docxpersso","date":"2019-05-05 16:53:14"},"1.2.1":{"tag":"1.2.1","author":"docxpersso","date":"2019-05-05 16:53:14"},"1.3":{"tag":"1.3","author":"docxpersso","date":"2019-09-08 17:10:41"},"1.4":{"tag":"1.4","author":"docxpersso","date":"2019-09-23 16:02:17"},"1.5":{"tag":"1.5","author":"docxpersso","date":"2020-04-16 07:23:07"},"1.6":{"tag":"1.6","author":"docxpersso","date":"2020-10-26 12:20:36"},"1.6.1":{"tag":"1.6.1","author":"docxpersso","date":"2020-11-02 08:32:47"},"1.6.2":{"tag":"1.6.2","author":"docxpersso","date":"2024-10-30 09:20:34"}},"upgrade_notice":[],"ratings":{"1":1,"2":0,"3":0,"4":0,"5":0},"assets_icons":{"icon-128x128.png":{"filename":"icon-128x128.png","revision":1729698,"resolution":"128x128","location":"assets","locale":""},"icon-256x256.png":{"filename":"icon-256x256.png","revision":1729698,"resolution":"256x256","location":"assets","locale":""}},"assets_banners":{"banner-772x250.png":{"filename":"banner-772x250.png","revision":1729698,"resolution":"772x250","location":"assets","locale":""}},"assets_blueprints":{},"all_blocks":{"docxpresso-saas\/plugin":{"name":"docxpresso-saas\/plugin","title":"Docxpresso SaaS"}},"tagged_versions":["1.0","1.1","1.2","1.2.1","1.3","1.4","1.5","1.6","1.6.1","1.6.2"],"block_files":[],"assets_screenshots":{"screenshot-1.png":{"filename":"screenshot-1.png","revision":2019823,"resolution":"1","location":"assets","locale":""},"screenshot-2.png":{"filename":"screenshot-2.png","revision":2019823,"resolution":"2","location":"assets","locale":""},"screenshot-3.png":{"filename":"screenshot-3.png","revision":2019823,"resolution":"3","location":"assets","locale":""},"screenshot-4.png":{"filename":"screenshot-4.png","revision":2019823,"resolution":"4","location":"assets","locale":""},"screenshot-5.png":{"filename":"screenshot-5.png","revision":2019823,"resolution":"5","location":"assets","locale":""},"screenshot-6.png":{"filename":"screenshot-6.png","revision":2019823,"resolution":"6","location":"assets","locale":""},"screenshot-7.png":{"filename":"screenshot-7.png","revision":2019823,"resolution":"7","location":"assets","locale":""},"screenshot-8.png":{"filename":"screenshot-8.png","revision":2019823,"resolution":"8","location":"assets","locale":""},"screenshot-9.png":{"filename":"screenshot-9.png","revision":2019823,"resolution":"9","location":"assets","locale":""}},"screenshots":{"1":"Docxpresso SaaS button: classic editor<\/strong> - click on this button to insert a document into your WP post\/page.","2":"Docxpresso SaaS button: block editor<\/strong> - click on this widget to insert a document block into your WP post\/page.","3":"Choose a template: latest templates<\/strong> - list of the most recent Docxpresso templates.","4":"Choose a template: directory tree<\/strong> - navigate through all Docxpresso available templates.","5":"Choose a template: display options<\/strong> - configure how the document\/web form will be displayed in the page.","6":"End user interface: interactive document<\/strong> - the end user will be offered an interactive document to be completed.","7":"End user interface: web form<\/strong> - if the web form option is selected the end user will be offered a standard web form.","8":"Browse data and download documents<\/strong> - from the admin interface one may access all data gathered from end users as well as all documents generated.","9":"Browse single document template usage history<\/strong> - 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click on this button to insert a document into your WP post\/page."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-2.png?rev=2019823","caption":"Docxpresso SaaS button: block editor<\/strong> - click on this widget to insert a document block into your WP post\/page."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-3.png?rev=2019823","caption":"Choose a template: latest templates<\/strong> - list of the most recent Docxpresso templates."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-4.png?rev=2019823","caption":"Choose a template: directory tree<\/strong> - navigate through all Docxpresso available templates."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-5.png?rev=2019823","caption":"Choose a template: display options<\/strong> - configure how the document\/web form will be displayed in the page."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-6.png?rev=2019823","caption":"End user interface: interactive document<\/strong> - the end user will be offered an interactive document to be completed."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-7.png?rev=2019823","caption":"End user interface: web form<\/strong> - if the web form option is selected the end user will be offered a standard web form."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-8.png?rev=2019823","caption":"Browse data and download documents<\/strong> - from the admin interface one may access all data gathered from end users as well as all documents generated."},{"src":"https:\/\/ps.w.org\/document-data-automation\/assets\/screenshot-9.png?rev=2019823","caption":"Browse single document template usage history<\/strong> - you may access bulk data (CSV) for a single template or browse the data and download the document associated to a single use."}],"raw_content":"\n

If you need to gather end user information, generate dynamical documents, manage all collected data\nor even sign contracts directly from your Wordpress website this is the tool you are looking for.<\/p>\n\n

This plugin is a Wordpress interface for our Docxpresso cloud service (Get a free trial<\/a>). It allows\nfor the integration of full front end Docxpresso functionality within your Wordpress website.<\/p>\n\n

Just by uploading a document template to Docxpresso you will convert a simple Word document\ninto a fullfledged app that will allow you to:\n* Generate online interactive documents with \"active zones\" that may be edited directly from the browser.\n* Generate sophisticated web forms directly tailored from the uploaded document.\n* Generate dynamical documents in any format (PDF, Word, ODT or RTF) using your end user input data and the original Word template.\n* Manage all collected data and export it to HTML and Excel formats.\n* Anchor inmutable proof of your documents to the Bitcoin blockchain.\n* Sign documents & contracts from your WordPress interface.\n* Launch predefined workflows<\/p>\n\n

Our \"Document & Data Automation\" plugin will convert your WordPress website in a sophisticated document management and\ndocument automation system that will grow with your business.<\/p>\n\n

How to use it<\/h4>\n\n

Publish an interactive document or web form:<\/p>\n\n

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

    https:\/\/youtu.be\/5i631JIesiE?rel=0<\/p>\n\n

    Browse generated document and data directly from your Wordpress interface:<\/p>\n\n

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

      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.<\/p>\n\n

      https:\/\/youtu.be\/42acmu6dko8?rel=0<\/p>\n\n

      Wordpress users may access the documents generated by them via the plugin from their dashboard.\nDepending of the type of access granted they may:<\/p>\n\n

        \n
      1. Download the generated document at any time.<\/li>\n
      2. Continue edition until the document is set as completed.<\/li>\n<\/ol>\n\n

        https:\/\/youtu.be\/RDwCH_eu1C0?rel=0<\/p>\n\n

        You may also learn how to anchor the generated documents to the Bitcoin blockchain with the following video:<\/p>\n\n

        https:\/\/youtu.be\/mJWDajyovs4?rel=0<\/p>\n\n

        Advanced users<\/h4>\n\n

        You may now forward arbitrary data to a Docxpresso template by defining the function forwardDocxpressoData($data)<\/strong> somewhere in your WP installation:<\/p>\n\n