Using Business Rules to Automate Tasks Business Rules allow you to automatically perform actions when certain events happen in BDP. This can help reduce manual work, speed up responses to enquiries, and ensure consistent processes across your team. For example, you might create a rule to: Automatically email contacts when a Closing Date has been […]
Articles Tagged: documents
Dynamically Display Images in MS Word
If you want Microsoft Word to fetch and display an image dynamically from a URL each time the document updates, follow these steps: Step-by-Step Instructions Open a MS Word document and save it, naming it as required. Where you want the image to appear in the MS Word document, press Ctrl + F9 to insert […]
Business Rules – Trigger Events
BDP has a powerful Rules Engine which allows you to automate documents and emails. You can select any system event and tell BDP to: Create a Word document or PDF based on a template of your making Send an email based on any template you add to your account. We have a large selection of […]
Technical template reference manual
To download a bundle of sample Word (docx) documents click here. To view a comprehensive list of placeholders, or “hooks”, click here. To expand each section, click the headings below.
Creating a new template-based document
Once you have created a set of templates and fee parts if required, creating a new document based on any of your templates is very straightforward. In the Property Detail screen, open the Document Store widget by clicking on the heading if it’s not open already. Adding a document based on an existing template Click […]
Changing fees on a per-property basis
When creating the fee parts required for your business you will enter an amount, a percentage, and algorithm or a calculation into the field called “Algorithm”. You may even simply enter a zero into this field. This simply sets the default for the output. When you view an individual property record you will see a […]
Defining fee parts
The BDP Quote Builder allows you to build up a series of charges, fees and costs which fall into categories as follows: Sale legal fees – Excluding VAT. Sale estate agency fees – Excluding VAT Sale outlays – Including VAT Purchase fees – Excluding VAT Purchase outlays – Including VAT Misc – Excluded from calculation […]
Adding placeholders to Word documents
Document templates are Microsoft Word DOCX (.docx) format. The previous .doc format is not accepted and will not work. To create a document that can be used as a template, start with a regular MS Word document and replace any words or lines that will be updated each time the document is output with “placeholders”. […]
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. […]
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 […]