28. November 2014 11:13

Open/Save Template Error while creating a label template

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

If you receive the following error when creating a label template in DCP for CRM 2013, your DCP Server Component is very likely not up to date.

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8. October 2014 10:20

How to set partial document editing restriction in templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 4.0 | DocumentsCorePack 4 | DocumentsCorePack 2013) By Jin

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

 

Requirements: DocumentsCorePack for MS CRM

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13. June 2014 15:59

How to group tables in DocumentsCorePack .docx templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article outlines how to group tables in DocumentsCorePack (.docx) templates. The DocumentsCorePack Grouping functionality gives users the possibility to define an optical sorting and thus, a separation for specific fields.

Requirements: DocumentsCorePack for MS CRM 2011 or 2013

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6. June 2014 09:35

How to build and format an address block with docx. templates

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article explains how to build an address block and format it properly with DocumentsCorePack for MS CRM 2013 templates (.docx). With the DocumentsCorePack Field Properties-functionality, users can easily format every address line and define specific line behaviour if the information was not stored in CRM.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013

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5. May 2014 09:57

How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 4.0 | DocumentsCorePack 4 | DocumentsCorePack 2013) By Jin

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack 

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2. April 2014 15:40

.dot Templates including line items

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack

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2. April 2014 14:34

How to create Labels with .dot

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article outlines how to create Labels with .dot

Requirements: DocumentsCorePack

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17. March 2014 09:16

PasswordProtection for (.docx) templates

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher

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4. February 2014 12:33

The “Insert Hyperlink”-button in Open Office XML template (.docx)

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article óutlines how to use the new [Insert Hyperlink]-button within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a dynamic hyperlink in your template (.docx) and define an individual display name.

Requirments: DocumentsCorePack (DCP) v.6.15 and higher

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3. February 2014 13:38

How to send emails with picture links using DocumentsCorePack

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.

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