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.
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.
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.
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)
When you try to delete a solution, it will show you an error message if there are any dependencies.
To solve this issue, please follow the steps below.
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.
This article provides step-by-step instructions regarding to the upgrade of our addons to Microsoft Dynamics CRM 2016.
Our addons provide a wide range of helpful features! But before you will be able to enjoy the various benefits of or addons for MS CRM 2016 there is some work (at least let us call it like that) waiting for you:
In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog.How to get to this essential dialog is outlined step by step in this article.
Certain properties of DocumentsCorePack templates consist of fixed text and Dynamics 365 fields. There are also some additional function calls available and datafrom Dynamics 365 can also be manipulated.
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 of the document generation process.