1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.

This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:

• trigger the mailmerge process from within MS Word
• trigger the mailmerge process from within CRM

A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.

INTRODUCTION

 This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).

Addon: DocumentsCorePack 

If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.

If you run into this problem, please follow the steps below to resolve this issue.

This  feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. 
The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.

To take adavantage of this new feature you need at least the following version:

 - DocumentsCorePack Client for MS CRM 2011 5.73

This feature offers the possibility to set a filter for DocumentsCorePack templates.
Templates are filtered based on the template-group they are assigned to.
Applying filter limits, the available templates are grouped in template-groups.
This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.

To take advantage of this feature you need at least both of the following versions:

 - DocumentsCorePack Server for MS CRM 2011 5.36

 - DocumentsCorePack Client for MS CRM 2011 5.73

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.

Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.

Each product installs the following entities in CRM:

ptm_mscrmaddonstemp

The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.

The features allow you to select templates directly with the [Print in Word]-button.

To take adavantage of this feature you need at least the following version:

- DocumentsCorePack Server Version 5.25

- DocumentsCorePack Client Version 5.57