9. February 2016 14:17

How to merge a document and send it to DocuSign

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

Please note: The following article is seperated into two parts:

The first part shows how to merge a document and send it to DocuSign. The second part shows how you or your customers can sign a document right within DocuSign.

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4. February 2016 11:36

How to add CRM Menu Navigation Links manually

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2015) By pofner

To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.

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1. February 2016 15:42

DocumentsCorePack FileExplorer in IFD environment

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By pofner

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.

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27. January 2016 11:05

AssureSign-Templates for DocumentsCorePack

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Frank Haas

DocumentsCorePack needs some AssureSign-Templates to be able to work with AssureSign.

 

These templates have to be imported into AssureSign as described in the e-Signatures User guide. 

 

You can download the AssureSign templates here:

AssureSignTemplates.zip (102.84 kb)

22. December 2015 13:40

Field Search in DocumentsCorePack

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

Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.

Please note: The Field Search is available in version 7.101 and later versions.

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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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