Generate Documents Pre-filled with Bpm'online data
Generate PDF documents
Have you ever needed to create documents pre-filled with Bpm'online data?
With DaDaDocs you can easily transform your Word or PDF documents stored in Bpm’online account into interactive form that would allow adding extra information. The times when one had to compile the document from square one based on the possibly available sample are now in the past.
DaDaDocs can simplify the document management for accountants, consultants, customer relationship managers and other professionals organizing their workflow via Bpm’online.
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.
To create fillable fields for various types of data including text, numbers, signatures, dates, photos, dropdown menu, initials, and formulas click on Add Fillable Fields tab on the right.
Depending on the type of the fillable field required, click the corresponding icon. The procedure for adding fields is the same for all field types. Drag and drop the selected field anywhere on the document. Resize the field by dragging its corners or edges. Use the text formatting tools to preset the field’s text format including the font, size, color and alignment of text.
To delete a fillable field, click on the trash can icon above it.
You can customize any fillable field. Click Advanced in the right pane and select the options you need.
Make sure important information isn't accidently skipped by adding required fields to the documents. Check box Required field on the right panel.
The Database Field Name is a very useful feature if you create a form with the purpose of gathering information from other people. It makes it easier to export data from the completed forms to a spreadsheet or other Bpm’online document for further processing. If necessary, you can also define the order for filing fillable fields.
Click Order tab on the right and make all the required changes.
As soon as you’ve added fillable fields, click the orange Save button to return to the editor.
When you have finished editing, click the Done button in the top right corner and save your document back to your Bpm’online account. You can find the document in Attachments and Notes.
- 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