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.

Example: A template with the name "Quote_Base.docx" (1) creates a document with
the name "Nuclar Power Plant-QUO-01000-W4G3T9.docx" (2).
Figure 1: Example

If you are not sure how to get to access to the template settings to set the
document subject please have a look at this article first.

  1. Access the Document Name and Subject section
    Navigate to Document Name and Subject (1).

    Figure 2: Document Name and Subject
  2. Set your document name pattern
    Insert placeholder for CRM fields by double-clicking the element in the tree
    or type in some fixed text enclosed by single quotes.

    The basic rules for the syntax of this property are:
    - CRM fields have to be enclosed by << and >>
    Fixed text has to be enclosed by single quotes (').
    - Fields and fixed text have to be combined with a plus (+)

    Details about the syntax for this property can be found here:
    DocumentsCorePack Property Syntax

    Figure 3: Example of a set property
  3. Save your template
    Before you can use or test your template you have to save it.
    Either you save your template locally with the standard Save or Save as
    functionality of Word, or you use the Save template-option of the
    DocumentsCorePack client in order to publish the template to CRM.
  4. Test your template [optional]
    As you have made changes to your template you might want to test them quickly.
    A step by step description of how to test your template can be found here.
Related Topics:
How to set the Document Subject
List of available template settings
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.


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