Dynamic Content Pdf

- Dynamic Content – How PDFs Are Used

Complete Functional & Business Description

- What Is Dynamic Content?

The Dynamic Content module is Biz1’s central document workspace, where all customer-related documents live, evolve, and get shared.

It is not just a storage area — it is a living document system where:

Forms are filled dynamically
Quotes are generated
PDFs are created
Documents are signed
Files are shared with customers
Every action is tracked and auditable

In simple terms:

Dynamic Content is where business documents move from “created” to “signed & shared.”

- Why Dynamic Content Exists (Business Purpose)

Traditional document handling causes problems:

Documents are scattered across emails
No clear status (sent, viewed, signed)
Manual PDF creation
No tracking or audit trail
Difficult customer communication

Dynamic Content solves this by providing:

✅ One place for all customer documents
✅ Live documents connected to customer data
✅ One-click PDF creation
✅ Integrated signing, email & WhatsApp sharing
✅ Full history and traceability

- Where Dynamic Content Fits in the System

Dynamic Content sits between creation and delivery:

Page Builder / Templates
↓
Dynamic Content
↓
PDF / Sign / Share
↓
Customer Interaction

It connects:

Page Builder
PDF Signer
Email system
WhatsApp system
Customer records

- Visual Layout – What the User Sees

The Dynamic Content screen is divided into three functional zones:

- 1. Left Sidebar – Customer & Navigation Area

This area helps users choose the customer context.

What It Shows

Lead / customer list with counts
Search bar for quick filtering
Vertical menu with modules
Dynamic Content highlighted (active section)

Why It Matters

Every document is always linked to a customer.

This ensures:

No orphan documents
Full customer history
Easy access during calls or meetings

- 2. Top Profile Area – Customer Context Header

At the top of the main panel, you see:

Customer profile image
Name
Phone numbers
Email
Work status (e.g., “At work”)

- Purpose

Confirms clearly which customer you are working with, preventing mistakes.

- 3. Main Document Area – The Heart of Dynamic Content

This is where all documents are created, viewed, signed, and shared.

- Document Creation Controls (Top Actions)

- “Document to Sign” Dropdown

Used when a document requires a digital signature.

Shows all available PDF Signer templates
Selecting one prepares it for customer signing
Clicking “+” assigns it to the customer

- Result

A signable document instance is created and tracked.

- “Select a Document” Dropdown

Used for non-signing documents.

Includes:

Quotes
Forms
Custom pages
Dynamic templates

Clicking “+” creates a new document instance populated with customer data.

- Document List Table – Understanding Each Column

Each row represents one document instance.

- Post Name

The document’s identity
Example: quote, form, clearing page
Helps recognize document purpose instantly

- Date

When the document was created or last updated
Useful for timeline tracking

✍️ Signed Date

Shows when a document was signed
Displays -- if unsigned
Instantly answers: “Is this done yet?”

- IP Address

Records where the document was accessed or signed from
Important for:
- Security
- Compliance
- Legal verification

⚙️ Action Column – What You Can Do With a PDF

This is where Dynamic Content becomes powerful.

- Action Icons – What Each One Does

- External Link Icon

Opens the PDF in a new browser tab
Used for:
- Full-screen viewing
- Downloading
- Printing
Ideal for formal sharing

- View Icon

Opens quick preview inside Biz1
No page reload
Best for fast checks

✉️ Email Icon

Sends the document via email
PDF attached automatically
Email is logged in the system
Keeps communication professional and traceable

- Document / Copy Icon

Generates a PDF from dynamic content
Freezes current data into a static PDF
Used for:
- Archiving
- Sharing
- Printing
- Record keeping

- WhatsApp Icon

Shares the document via WhatsApp
Sends a secure document link
Perfect for fast customer response
Message is logged in the system

- How PDFs Are Actually Used (Real Workflows)

- Workflow 1: PDF Signing Process

Select a PDF Signer template
Assign it to a customer
Customer receives signing link
Customer signs digitally
Signed date & IP recorded
Signed PDF stored automatically
PDF can be emailed or shared

- Business Value

Fast approvals, legal traceability, zero paperwork.

- Workflow 2: Dynamic Form → PDF

Customer fills a dynamic form
Data saved live in system
User clicks Document icon
PDF generated instantly
PDF stored & shareable

- Business Value

Turn live data into permanent records.

- Workflow 3: Quote Generation

Create quote template
Assign to customer
Generate PDF
Email or WhatsApp the quote
Track viewing and follow-up

- Business Value

Professional quotes with zero manual formatting.

- Types of Documents in Dynamic Content

- Dynamic Forms

Filled online
Can become PDFs
Ideal for data collection

- Quotes

Pricing & proposals
Always PDF-ready
Client-friendly format

✍️ PDF Signers

Contracts & agreements
Require signatures
Fully auditable

- Custom Documents

Any business-specific format
Flexible and reusable

- Security, Tracking & Compliance

Dynamic Content automatically records:

Who created the document
Who viewed it
Who signed it
When it was signed
From which IP

This ensures:

Legal validity
Internal accountability
Customer trust

- Best Practices

✔ Use clear document names
✔ Generate PDFs after final review
✔ Share signed documents only
✔ Track signed date before closing deals
✔ Keep Dynamic Content as single source of truth

- Final Summary

The Dynamic Content – PDF Usage system is a complete document lifecycle manager.

It allows businesses to:

Create documents dynamically
Convert them into PDFs
Send them for signing
Share them instantly
Track every action