Banner for Document Data Automation
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:

Step-1 : Download " document-data-automation.zip " to Your Local Computer.

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

Login to Wordpress Document Data Automation

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Go to Plugin Install Document Data Automation

Step-4 : Now, Click on " Upload Plugin " button.

Click Upload Button Document Data Automation

Step-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 "

Upload Plugin Document Data Automation

Step-6 : Now, Click on " Active Plugin "

Activate Document Data Automation

Step-7 : Then, See left Side Menu. " Document Data Automation " folder is added on left Side Menu. Now, Click on " Document Data Automation " folder.

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

Step-8 : Now you configure yourself oR Watch video tutorial below about Document Data Automation Configurations 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)


Name