Category: Capabilities of DocupletionForms

USD & Concordia Students! Subscribe and we can let you lead a group of students with a full enterprise sub-account.

Capabilities of DocupletionForms, Data-Merge, PraxisProfessional.com Partnership

Hello, we are running a simple outreach to pull in Students from Concordia University Irvine and the University of San Diego. Just signup for the “FREE Student” account and then email james@docupletionforms.com in order for me to pull your account into the enterprise system so you can be a sub-account leader and allow your fellow classmates to use the system to it’s full extent for FREE!  We are hoping that it will help you learn document processes and also that you will be interested in our volunteer project at PraxisProfessional.com.  This account is for learning purposes only at this point and we are working on leveling up to SOCII and HIPAA Compliance for our Security Standards.

 

Enterprise Subscription Orgainization Roles!

Capabilities of DocupletionForms
This is where the Organization roles for the $297 enterprise subscription are set for each subscription:
These are the Organization roles for the $297 enterprise subscription:
1. Owner: The one who pays the subscription. Has access to all:
– Manage subscription
– Configure organization
– Manage members
– Manage forms
– Manage entries
– Manage templates
– Manage themes
– Access add-ons
2. Administrator:
– Manage members
– Manage forms
– Manage entries
– Manage templates
– Manage themes
– Access add-ons
3. Designer:
– Manage forms
– Manage entries
– Manage templates
– Manage themes
– Access add-ons
4. Editor:
– View, configure, and publish forms
– Manage entries
– Manage templates
– Manage themes
5. Viewer:
– View forms
– Manage entries
6. Learning Editor:
– Manage Own Forms
– Manage Own Templates
– Manage Own Themes
7. Learning Viewer:
– Manage Own Forms
So, Owners and Administrators can assign user roles to the Organization members to grant access: admin, designer, editor, learning accounts.
Note: When the owner/admin deletes a member, the member is not deleted from the system. The only thing that is deleted is the member access to the organization. Allowing the owner to re-invite the same user to the organization without any problem.

Checking PDF Checkboxes via Multiple Conditions!

Capabilities of DocupletionForms, Checkboxes!, Conditional Logic, Data-Merge, form builder

THIS IS HUGE!  Checkboxes have been historically difficult!  Our new release inside of DocupletionForms.com is the ability to check multiple checkboxes at one time with one condition and/or any multiple set of conditions or group of conditions paired with other group conditions.  You can also set the minimum and/or maximum number of checkboxes that will be checked inside of the PDF from the FormBuilder itself.  This is a simple release note and we are going to be working on more instructions and examples.  The way it did function inside of DocupletionForms.com was that you could only use the checkbox utility in the form and it would only check one checkbox at a time.  Now you can trigger a checkbox to be checked in a PDF by any combination of conditions that a form submission presents.  It is possible from time to time that the PDF you are attmepting to automate will not allow inputs from outside programs via embedded programming in their meta data.  This is an issue no matter what and you have to become a PDF expert and flatten the PDF and then make your own fill-in-the-blanks, which is outside the scope of our program.  We work on California Judicial Council Forms and they tend to be the most difficult types of documents in general across all industries, but as such, any other PDF Document tends to be much easier to automate!

Simplifying Document Automation: How DocupletionForms.com Offers Powerful, No-Code Tools for Your Workflow

Capabilities of DocupletionForms

If you’re looking for a streamlined way to create and manage documents without needing to write a single line of code, DocupletionForms.com offers a powerful alternative to other document automation platforms like Formstack Documents. Our platform is built for professionals, small businesses, and organizations that want to automate paperwork with ease and flexibility — without sacrificing control or customization.

No-Code Document Automation, Built for You

DocupletionForms.com makes it easy to create automated document workflows using simple, conditional logic forms. You don’t need programming skills or IT support. Whether you’re assembling client agreements, intake forms, contracts, or recurring business documents, our system lets you build smart workflows that auto-populate your PDF templates and deliver them in seconds.

Dynamic Templates with Conditional Logic

Our platform supports robust template logic that responds to user input. This means your documents can change dynamically — whether it’s showing or hiding entire sections, filling in variable data, or formatting content based on form responses. This flexibility allows you to deliver professional, accurate documents tailored to each individual or case.

Data Integration for Seamless Automation

DocupletionForms.com allows you to connect form data directly to pre-formatted PDF templates. You can pull in data from your users, clients, or staff via custom forms and generate fully filled documents instantly. This eliminates manual copy-paste work, reduces human error, and saves countless hours of admin time.

Secure and Professional Document Handling

Security and professionalism are baked into every part of DocupletionForms.com. Documents are generated on demand through secure workflows, ready for download, email, or storage. Whether you’re using the system internally or delivering documents to clients, the process is efficient and polished.

Perfect for Business, Legal, Education, and Nonprofits

From small firms to volunteer-based nonprofits, DocupletionForms.com is adaptable for any use case involving repeatable document tasks. Legal intake forms, employment packets, school enrollment paperwork, nonprofit agreements — our platform handles them all with speed and consistency.

Try It Today

If you’re seeking a cost-effective, powerful way to automate document creation and reduce paperwork stress, explore DocupletionForms.com. Whether you’re transitioning from spreadsheets and manual editing or comparing platforms like Formstack Documents, you’ll find that our solution offers the essential tools you need — without complexity or clutter.

Checkout cPanel’s Blog

Capabilities of DocupletionForms

Our 50GB Hosting is 50GB on your own cPanel, and therefore we think you might find the cPanel Blog interesting.  cPanel is something we initially offered simply so that you could host your own HTML files inside of the File Manager, but there are so many other things you can do with cPanel.  Checkout the cPanel Blog, and also, checkout our 50GB WordPress hosting on your own cPanel for $20/mo.

As always, if you want to learn more about WordPress Security, Checkout our growing list of videos you can access for FREE!  We purchased a license from a professional group to use their videos on WordPress Security on our site and the license requires us to charge money, so we set the price low at $1.

Make sure to take a look at our new Training Facebook Page: “Professional Document Automation & Integration Master’s Clinic Workshop” where we post daily content aimed at helping you as a Legal Document Related Industry Professional.

And of course we still have our Main Facebook Page.

conditional logic url forward matrix form

Capabilities of DocupletionForms, Conditional Logic, form builder
I set the conditional logic in this matrix form https://apexlawservice.com/hire (just use the “matrix field” element in the builder) to forward on submit to https://apexlawservice.com unless the first two answers were “yes” and the third answer was “not yes”, in which case the form forwards to https://apexlawservice.com/more.  This was done to take a person not already
working with an Attorney directly to the page where they can leave a message for an Attorney, or to take a person  already working with an Attorney to a main information page so they can read information if they so choose.
This page is a folder named “hire” in the ApexLawService.com cPanel File Manager and I created a simple “index.html” file in the folder and in the file is simply the html code that DocupletionForms.com makes when you click the html option on the publish/share tab. You can use our contact form for FREE.

Add meta data for social media in file manager on cPanel with ClickFunnels HTML file

Capabilities of DocupletionForms

This is a simple little addition to the index.html file which is the .html file downloaded from ClickFunnels (try ClickFunnels for 14-days free via our affiliate link) for any page made inside of ClickFunnels that you would like to make a /pagename added to your WordPress by accessing your cPanel and making a folder name inside your public_html folder.  The folder name ends up being your /pagename.  Just add the 4 og tags at the top. Signup for FREE and then setup a $8/mo. WordPress on cPanel inside by clicking WHMCS in the menu bar, and you can do exactly what we are talking about on this page.

You can checkout our Automation and Integration Training Facebook Page www.Facebook.com/autodocuments if you want to learn more tips and tricks like this.  We post daily.

Append Submission Data to URL Forward.

Capabilities of DocupletionForms, form builder, integrations

This is a great little article in general about how the GET method of form submission sends form submission data appended to the URL and our URL Forward option in the Confirmation Settings for a form gives you the option to “Append Submission Data to URL”.  The URL that you forward your user to can be a page with .PHP code that will do whatever you program that page to do with the appended data.  It is a best practice to forward only to Encrypted SSL Pages that start with an HTTPS:// rather than just an HTTP:// at the beginning of the web address.  The page on which the form is embedded does not necessarily need to be an HTTPS:// page, but it is always better to use an SSL.

QR Codes

Capabilities of DocupletionForms, form builder
Checkout the QR Code Utility for sharing your contact forms.  Simply make a form and then go to the embed or share segment of the form tab and click on the Download QR Code.  You can use a free QR Code Reader on any Android SmartPhone from: https://play.google.com/store/apps/details?id=com.teacapps.barcodescanner to use the QR Code below or a QR Code you create.  This is a QR Code for a tiny contact form I made.  The QR Code will take you to the form link below.  https://docupletionforms.com/formbuilder/forms/my-tiny-contact-form

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