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Generate dynamical documents and contracts from user input and Office templates Wordpress Tutorial

Noted That:

  • To install correctly this document-data-automation.zip .
  • Fisrt Download the document-data-automation.zip to your computer
  • Extract/Open document-data-automation.zip to Your Computer.
  • Then, Find readme.txt file inside document-data-automation.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.

Start the Tips:

1. First Download " document-data-automation.zip " Plugin to your Local Computer. (Click Download)

2. Then, Login to your " yourdomain.com/wp-admin " Dashboard.

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3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse " document-data-automation.zip "  Downloaded plugin from your computer, Where you downloaded document-data-automation.zip According to Step – 1 Above then, click on " Install Now"

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6. Now, Click on " Active Plugin"

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7. Then, See left sidemenu. " Document & Data Automation " folder is added on left sidemenu. Now, Click on " Document & Data Automation " folder.

   Noted that: If you do not see " Document & Data Automation " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  Document & Data Automation Configurtions and Settings or How to work " Document & Data Automation " in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " Document & Data Automation " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Document & Data Automation
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide

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)


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https://develop.horje.com/learn/1434/reference