Document & Data Automation

<strong>Docxpresso SaaS button: classic editor</strong> - click on this button to insert a document into your WP post/page.

<strong>Docxpresso SaaS button: block editor</strong> - click on this widget to insert a document block into your WP post/page.

<strong>Choose a template: latest templates</strong> - list of the most recent Docxpresso templates.

<strong>Choose a template: directory tree</strong> - navigate through all Docxpresso available templates.

<strong>Choose a template: display options</strong> - configure how the document/web form will be displayed in the page.

<strong>End user interface: interactive document</strong> - the end user will be offered an interactive document to be completed.

<strong>End user interface: web form</strong> - if the web form option is selected the end user will be offered a standard web form.

<strong>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.

<strong>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.