Adding placeholders to Word documents

Document templates are Microsoft Word DOCX (.docx) format. The old .doc format is not accepted and will not work. To create a document that can be used as a template, start with a regular Word document and replace any words or lines that will be updated each time the document is output with “placeholders”. A […]

Read More

Defining the documents for your business

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. […]

Read More

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 […]

Read More

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 […]

Read More