Host Documents on Your Website & Add Help/Welcome Video in Bpm'online
Host Documents on Your Website & Add Help/Welcome Video
Have you ever needed to add video to documents stored in your Bpm'online account?
With DaDaDocs you can easily create fillable documents right in your Bpm’online account and share them with your colleagues and customers to collect essential data. Create and customize the fillable document according to your needs and insert video there. You can share fillable documents by hosting a link, HTML-code or QR-code or just sending it directly to the recipient with LinkToFill feature. Any person who has access to the link can fill the document and submit it to you.
To get started, click Documents on the left sidebar. On the screen that opens next select the type of documents you want to edit.
Choose Attachments and Notes and click Use DaDaDocs. Select the document you need to edit from the list and click on it. To use DaDaDocs editor click the Edit Document button.
Edit the document according to your needs and add the smart fillable fields. Click Done and select LinkToFill from the dropdown menu.
Customize the look of the link and add custom logo that will appear at the top of the page when your document is being filled. Insert a link to the tutorial or other video from YouTube to guide the recipients through your document.
Choose the permission and notification settings and activate the link or code. When you’ve set all the options, click the orange Done button.
The submitted documents will be automatically uploaded to your Bpm’online account.
- Type and blackout text
- Add images
- Draw tables and arrows
- Add comments and sticky notes
- Turn any document into a fillable form
- Use checkboxes, dropdown menus, date and signature fields
- Define the filling order and add tutorial videos
- Generate templates pre-filled with bpm'online data
- eSign documents on-the-go with any mobile device
- Collect legally binding signatures
- Collaborate on a single document with your partners and colleagues