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
Modifying default fee parts per-property
Creating a new document based on a template
Technical listing of available placeholders
Technical template reference manual
BDP Add-in for MS Outlook