前言介紹
- 這款 WordPress 外掛「Document & Data Automation」是 2017-09-13 上架。 目前已經下架不再更新，不建議安裝使用。
- 目前有 100 個安裝啟用數。
- 上一次更新是 2020-11-02，距離現在已有 1644 天。超過一年沒更新，安裝要確認版本是否可用。以及後續維護問題！
- 外掛最低要求 WordPress 3.5 以上版本才可以安裝。
- 尚未有人給過這款外掛評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
data | forms | documents | Docxpresso | online documents |
內容簡介
如果您需要收集使用者資訊、生成動態文件、管理所有收集的數據，甚至直接從 WordPress 網站簽署合約，那麼這是您在尋找的工具。
本外掛是我們 Docxpresso 雲端服務的 WordPress 介面（免費試用）。它允許將全面的前端 Docxpresso 功能集成到您的 WordPress 網站中。
只需將文件模板上傳到 Docxpresso，即可將一個簡單的 Word 文件轉換為一個功能齊全的應用程序，使您能夠：
* 生成帶有“活動區域”的在線交互式文件，可直接在瀏覽器中編輯。
* 直接從上傳的文件製作定制的複雜網路表單。
* 使用您的使用者輸入數據和原始 Word 模板在任何格式（PDF，Word，ODT 或 RTF）中生成動態文件。
* 管理所有收集的數據並將其導出為 HTML 和 Excel 格式。
* 錨定您的文件不可變的證明到比特幣區塊鏈中。
* 從 WordPress 介面簽署文件和合同。
* 執行預定義的工作流程。
我們的“文檔和數據自動化”外掛程式可以將您的 WordPress 網站轉換為一個複雜的文件管理和文件自動化系統，並隨著您的業務發展而發展。
如何使用
發佈交互式文檔或網路表單：
像往常一樣，從 WordPress 管理界面中創建或編輯文章或頁面。
單擊位於文字編輯器上方的 Docxpresso SaaS 按鈕。
一個彈出視窗將會打開，顯示 Docxpresso 雲端安裝中所有可用的文件模板的完整目錄樹。
單擊您選擇的資料夾，一個彈出框將會出現，顯示可用的文件模板列表。
如果您想要將文件或表單嵌入到您的文章或頁面中，請選擇“插入到 WordPress”；如果您只想將訪問者轉到 Docxpresso 雲端安裝，則請選擇“列印鏈接”。
瀏覽列表並通過單擊“插入”按鈕（對於互動式文檔）或“Web 表單”按鈕（對於標準 Web 表單）選擇要使用的模板。
選擇完畢後，[docxpresso_document] 短碼將會被插入，其中包含所選選項。
如果需要，請編寫任何其他內容，然後保存文章 / 頁面。
從 WordPress 界面直接瀏覽生成的文件和數據：
單擊您的主 WordPress 管理選單中的 Docxpresso SaaS 按鈕。
選擇“模板”。
您將被重定向到數據管理界面，在該界面中，您可以按名稱和類別過濾您希望瀏覽的模板數據和生成的文件。
單擊所需模板的名稱，您將重定向到顯示該模板的所有用途的頁面。
如果需要，您可以通過日期或其他相關字段過濾數據。
然後，您可以通過單擊相應的按鈕訪問 CSV 格式的批量數據或訪問單個用途的數據。
您也可以隨時通過單擊位於每個用途右側的“下載”按鈕來下載相關文件。
當然，您也可以從您的 Docxpresso 安裝備份介面中訪問所有這些數據和文件，那裡您可以享受更複雜的過濾選項和許多其他功能。
WordPress 用戶可以從其儀表板中通過插件訪問由他們生成的文件。
根據他們的訪問權限，他們可以從中檢視和下載相關文件。
原文外掛簡介
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.
How to use it
Publish an interactive document or web form:
Create or edit a post or page as usual from your WordPress admin interface.
Click the Docxpresso SaaS button located over the text editor.
A pop up will open with the a full directory tree of all the documet templates available in your Docxpresso cloud installation.
Click on the folder of your choice and a pop up will open with the list of available document templates.
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.
Navigate through the list and choose the desired template by clicking on the Insert button (for interactive documents) or Web Form button (for an standard web form).
A shortcode [docxpresso_document] will be inserted with the selected options.
Write any additional content if needed and save the post/page
Browse generated document and data directly from your WordPress interface:
Click on the Docxpreso SaaS button of your main WordPress admin menu.
Choose the Templates option.
You will be redirected to the Data Management interface where you will be able to filter by name and category the template data and generated documents that you wish to browse.
Click on the name of the desired template and you will be redirected to a page with all the uses of that template.
You may, if you wish, filter the data by dates or other associated fields.
You then may access bulk data in CSV format or access the data for a single use by clicking in the corresponding button.
You may also, at any time, download the associated documents by clicking on the Download button located at the right of each usage.
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:
Download the generated document at any time.
Continue edition until the document is set as completed.
You may also learn how to anchor the generated documents to the Bitcoin blockchain with the following video:
Advanced users
You may now forward arbitrary data to a Docxpresso template by defining the function forwardDocxpressoData($data) somewhere in your WP installation:
The functions.php file of your theme or preferably a child theme to avoid issues when updating the theme.
The custom.php file that comes bundle within your plugin. In this case you should be carefully to backup it before updating the plugin.
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.
Licensing
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)
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Document & Data Automation」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0 | 1.1 | 1.2 | 1.3 | 1.4 | 1.5 | 1.6 | 1.2.1 | 1.6.1 |
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