In order to simplify the management of data collected by Docxpresso we have introduced in v4.0 “Contact Management”.
Now one can easily import/export template data directly from/into the Docxpresso Contact database so it is very simple to preload data in any Docxpresso template whenever sharing a document link.
The Contact management interface includes:
- general contact info,
- custom fields that can be predefined at the global level,
- data imported from Docxpresso documents and
- manually introduced data.
The access to sensitive Contact data may be protected by an integrated permission system similar to the one already in place for templates.
The following screencast offers you a comprehensive introduction to the subject: