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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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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24. September 2015 15:38

DCP service error message

Filed Under(CRM 2013 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

The error message displayed in Figure 1 indicates, that there are either too many documents to generate (rather unlinkely) at the moment or that the DCP service is not running. 

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27. February 2015 12:06

How to create label templates with DCP (DocX)?

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

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13. November 2014 12:47

How to enable debugging for DocumentsCorePack Server Based (Online)

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

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Please note: This article applies to

DocumentsCorePackServerBased Document Generation & Processing
for MS CRM 2013, 2015 and MS CRM 2015/2016 

ONLINE ONLY

(Click here for information on debugging for DocumentsCorePack on premise/IFD)

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27. November 2013 13:42

How to enable debugging for DocumentsCorePack Server Based (ON PREMISE/IFD)

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin
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Please note: This article applies to 

DocumentsCorePack ServerBased Document Generation & Processing
for MS CRM 2013, 2015 
and MS CRM 2015/2016

ON PREMISE AND IFD ONLY
 

(Click here for information on debugging in DocumentsCorePack Online) 

+++++++++++++++++++++++++++++++++++++++++++++++++++

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26. November 2013 10:33

How to enable debugging for DocumentsCorePack Client

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

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Please note: 
This article applies to
DocumentsCorePack CLIENT for MS Dynamics CRM 2013, 2015,
as well as for MS Dynamics CRM 2015/2016

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13. November 2013 13:02

The [Insert as Picture-Field]-button

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

INTRODUCTION 

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx).
Click here to read more about the functionalities of the “Insert”-button. 

 

This certain feature allows you to: 

a) insert a picture that is stored in your CRM system or
b) a path to a FileShare.

Addon: DocumentsCorePack v5.97 and higher

Example

Figure 1: Merged quote-template with picture fields. 

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