[wordpress插件] Document & Data Automation文件和数据自动化

If you need to gather end user information, generate dynamical documents, manage all collected data

如果您需要收集最终用户信息，生成动态文档，管理所有收集的数据

or even sign contracts directly from your WordPress website this is the tool you are looking for.

甚至直接从您的WordPress网站签订合同，这就是您要寻找的工具。

This plugin is a WordPress interface for our Docxpresso cloud service (Get

此插件是Docxpresso云服务的WordPress界面（获取

a free trial).

免费试用）。

It allows

它允许

for the integration of full front end Docxpresso functionality within your WordPress website.

用于在WordPress网站中集成完整的前端Docxpresso功能。

Just by uploading a document template to Docxpresso you will convert a simple Word document

只需将文档模板上传到Docxpresso，您就可以转换一个简单的Word文档

into a fullfledged app that will allow you to:

进入功能完善的应用程序，您可以：

* Generate online interactive documents with “active zones” that may be edited directly from the browser.

*生成带有“活动区域”的在线交互式文档，可以直接从浏览器中对其进行编辑。

* Generate sophisticated web forms directly tailored from the uploaded document.

*生成直接根据上传文档量身定制的复杂Web表单。

* Generate dynamical documents in any format (PDF, Word, ODT or RTF) using your end user input data and the original Word template.

*使用最终用户输入数据和原始Word模板以任何格式（PDF，Word，ODT或RTF）生成动态文档。

* Manage all collected data and export it to HTML and Excel formats.

*管理所有收集的数据并将其导出为HTML和Excel格式。

* Anchor inmutable proof of your documents to the Bitcoin blockchain.

*将您的文档的不可变证明锚定到比特币区块链。

* Sign documents & contracts from your WordPress interface.

*从您的WordPress界面签署文档和合同。

* Launch predefined workflows

*启动预定义的工作流程

Our “Document & Data Automation” plugin will convert your WordPress website in a sophisticated document management and

我们的“文档和数据自动化”插件将以复杂的文档管理功能转换您的WordPress网站，并且

document automation system that will grow with your business.

随您的业务增长的文档自动化系统。

How to use it

使用方法

Publish an interactive document or web form:

发布交互式文档或网络表单：

1. Create or edit a post or page as usual from your WordPress admin interface.
2. 照常从WordPress管理界面创建或编辑帖子或页面。

3. Click the Docxpresso SaaS button located over the text editor.
4. 点击文本编辑器上方的 Docxpresso SaaS 按钮。

5. A pop up will open with the a full directory tree of all the documet templates available in your Docxpresso cloud installation.
6. 将打开一个弹出窗口，其中包含Docxpresso云安装中可用的所有documet模板的完整目录树。

7. Click on the folder of your choice and a pop up will open with the list of available document templates.
8. 点击您选择的文件夹，然后会弹出一个弹出窗口，其中列出了可用文档模板。

9. 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.
10. 如果您希望将文档/表格嵌入到帖子/页面中，则选择插入WordPress，或者如果您只想将访问者转发到Docxpresso安装，则选择打印链接。

11. 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).<

12. 浏览列表，然后单击插入按钮（对于交互式文档）或 Web表单按钮（对于标准Web表单），选择所需的模板。<

    /li>

    / li>

13. A shortcode [docxpresso_document] will be inserted with the selected options.
14. 将使用所选选项插入一个简码[docxpresso_document]。

15. Write any additional content if needed and save the post/page
16. 根据需要写其他任何内容并保存帖子/页面

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Browse generated document and data directly from your WordPress interface:

直接从WordPress界面浏览生成的文档和数据：

1. Click on the Docxpreso SaaS button of your main WordPress admin menu.
2. 点击WordPress主菜单的 Docxpreso SaaS 按钮。

3. Choose the Templates option.
4. 选择模板选项。

5. 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.
6. 您将被重定向到数据管理界面，在该界面中，您可以按名称过滤和分类模板数据以及您希望浏览的生成文档。

7. Click on the name of the desired template and you will be redirected to a page with all the uses of that template.
8. 单击所需模板的名称，您将被重定向到包含该模板的所有用途的页面。

9. You may, if you wish, filter the data by dates or other associated fields.
10. 如果愿意，可以按日期或其他关联字段过滤数据。

11. You then may access bulk data in CSV format or access the data for a single use by clicking in the corresponding button.
12. 然后，您可以以CSV格式访问批量数据，或通过单击相应的按钮来访问一次性使用的数据。

13. You may also, at any time, download the associated documents by clicking on the Download button located at the right of each usage.
14. 您还可以随时通过单击每种用法右侧的下载按钮来下载相关文档。

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.

当然，您也可以从Docxpresso安装后台界面访问所有这些数据和文档，您可以在其中享受更复杂的过滤选项和许多其他优点。

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You may also learn how to anchor the generated documents to the Bitcoin blockchain with the following video:

您还可以通过以下视频了解如何将生成的文档锚定到比特币区块链：

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Advanced users

高级用户

You may now forward arbitrary data to a Docxpresso template by defining the function forwardDocxpressoData($data) somewhere in your WP installation:

您现在可以通过在WP安装中的某个位置定义函数 forwardDocxpressoData（$ data），将任意数据转发到Docxpresso模板：

• The functions.php file of your theme or preferably a child theme to avoid issues when updating the theme.
• 您的主题（最好是子主题）的functions.php文件，以避免在更新主题时出现问题。

• The custom.php file that comes bundle within your plugin.

• 插件中随附的custom.php文件。

  In this case you should be carefully to backup it before updating the plugin.

在这种情况下，您应该在更新插件之前仔细备份它。

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


在此函数中，您可以通过wp_get_current_user（）和get_post（）本地WordPress函数以及例如
请求用户和发布数据

Docxpresso template data like the template id stored in $data[‘template’].

Docxpresso模板数据，例如存储在$ data [‘template’]中的模板ID。

The function forwardDocxpressoData($data) should return the modified $data array including a ‘varData’ key that should follow the following structure:

函数forwardDocxpressoData（$ data）应该返回修改后的$ data数组，其中包括一个“ varData”键，该键应遵循以下结构：

$data[‘varData’] = ‘{“varValues”:{“variable_1”:[“value_1″],”variable_2”:[“value_2”]}}’;

$ 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.

variable_1 和 variable_2 应该与Docxpresso模板中的变量相对应的位置，否则将被忽略。

You may see an example on how to do it in here: Export data to a template.

“ title =”文档和数据自动化：将数据从WordPress转发到Docxpresso模板“ rel =” nofollow“>将数据导出到模板。

Licensing

许可

This work is licensed under GPLv2 or later.

该作品已获得GPLv2或更高版本的许可。

This plugin comes bundled with:


此插件随附：


* iFrameResizer JavaScript library (https://github.com/davidjbradshaw/iframe-resizer)


* iFrameResizer JavaScript库（https://github.com/davidjbradshaw/iframe-resizer）


* Peity jQuery plugin (http://benpickles.github.io/peity)


* Peity jQuery插件（http://benpickles.github.io/peity）


* jquery.mask.js JQuery plugin (http://blog.igorescobar.com)


* jquery.mask.js JQuery插件（http://blog.igorescobar.com）


* sha.js (http://caligatio.github.com/jsSHA/)


* 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-

他们所有人都拥有MIT许可证（http://www.opensource.org/licenses/mit-license.php），但是sha.js拥有BSD许可证（https://opensource.org/licenses/BSD-3-

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