In the Configuration menu > Configuration > Document Templates widget you can define the documents that your business requires. This is initially blank and can be populated with as many document templates you require. Each document template can then be called up from within any property detail page and a pre-populated document generated from it. […]
Category: BDP Technical Administrator help
Help section for administrators of BDP
Document manager overview
The document manager facility in BDP is a powerful document creation engine that is designed to Use MS Word document templates to pre-populate new documents with data held in BDP Create PDF versions of documents with one click Allow fees to be listed and totaled within the document Allow uploading of non-BDP generated documents to […]
Fee calculator – examples
The fee calculator is a highly-customisable table of fees covering all aspects of the conveyancing process which can be merged dynamically into a document template. Designed as a pre-sale tool to estimate all costs for a potential client, it can be configured in the Configuration > Configuration > Fee Configuration panel. All figures can be […]