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 be held against a property record

The document templates and fee parts are added to the Config area of your account during setup and are then available from within each property record.

Click the links below to look in more detail at each component of BDP’s documents store.

Defining the documents for your business

Adding placeholders to documents to create templates

Defining fee parts

Modifying default fee parts per-property

Creating a new document based on a template

Technical listing of available placeholders

Technical template reference manual

 

 

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