25. February 2016 13:30

DocumentsCorePack Condition Syntax (CRM 2015/2016)

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By mwilhelmer

Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.
Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article. 

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25. November 2015 15:36

How to open the DocumentsCorePack Advanced Template Settings (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog.
Hot to get to this essential dialog is outlined step by step in this article.
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25. November 2015 13:39

DocumentsCorePack Property Syntax (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

Certain properties of DocumentsCorePack templates consist of fixed text
and CRM fields. There are also some additional function calls available and data
from CRM can also be manipulated.
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25. November 2015 10:10

Template Settings (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

Template settings are additional capabilities that can be defined in your DocumentsCorePack templates.
The purpose of most of the settings is to improve the automation in the document generation process.
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25. November 2015 08:45

Document Subject (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create CRM Activity]-button form the Client, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack Client Based process!

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25. November 2015 08:40

How to test a DocumentsCorePack template (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

You have created or modified a new template and now you would like to give
it a try. You can test your template with DocumentsCorePack Client.

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24. November 2015 15:14

Document Name (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The Document name property allows you to define a name, or a name patter
for your template. So the actual document already has a pretty name as soon
as it is generated. This setting applies to both, DocumentsCorePack Server Based and
DocumentsCorePack Client Based. The following step by step description outlines
how to set this property in the DocumentsCorePack Client for your template.
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24. November 2015 11:25

The [Insert Field]-button (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

This article outlines the functionalities of the [Insert field]-button. 

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23. November 2015 13:47

Sharepoint Metadata (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,
Server Version 2015. Proper configuration of CRM and DocumentsCorePack
for the CRM Integrate Sharepoint is needed as well.
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23. November 2015 09:02

Insert Hyperlink (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

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