Documents Core Pack provides the possibility to manage documents in a comfortable and structured way.

WordMailMerge
enables creation of Word-Documents with data from MS CRM. It’s capable to resolve any relations and works with custom entities as well as with standard CRM entities.

It’s possible to resolve complex relations and therefore Documents Core Pack provides the opportunity to e.g create quotes, Invoices including data from related records like “other contacts”, accounts, products etc,…

Read-only CRM users
Documents Core Pack has no limitation on “readonly”- users in CRM 4.0. So they will be enabled to generate documents too.

Sharepoint Integration
With the opportunity to save generated documents to sharepoint, the Documents Core Pack is capable to create a structured Filesystem. The possibility to create subfolders and configure entity-specific foldernames guarantees a compact overview over the created documents and their associations to a CRM record. e.g: it’s possible to save all quotes into a subfolder of the account or associated contact.

With the integration in CRM (see picture), documents can easily be found on sharepoint. Furtheron a link to the document is saved into the created activity itself.

Microsoft Windows Explorer Integration
 The sharepoint functionality is also available for the Windows explorer. This allows to get a structured file system of documents associated with CRM without the need to use Sharepoint services.

These integrations support all kind of files. Files can be simply integrated via Drag & Drop to into the regarding folders for the entities (Account, Contact,…,custom entity)