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Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


How to merge a document and start an in-person signing process
This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.

How to merge a document with Adobe Sign by e-mail
This blog article outlines how to merge a document with Adobe Sign by e-mail. In this example, we use a template which contains two signees. The document will be sent via e-mail to the two signees be signed. The result can look like in the figure below.

Adobe Sign for DocumentsCorePack
We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level.

File corrupted because of Images in Header
This blog article outlines how to react if your template gets corrupted after you have added an image to the header.

Resolving problems with the template lookup option for Insert Document
This blog article outlines how to proceed if you face problems with the template lookup from the Insert Static Document functionality.

Process generated document in a workflow from the dialog
This blog article outlines how to start a workflow directly from the DocumentsCorePack dialog.

Checkin/checkout issue when uploading documents to SharePoint via DocumentsCorePack
This blog article outlines how to act if you are facing the checkin/checkout issue when uploading documents to SharePoint via DocumentsCorePack.

Non-interactive users as service account
This blog article outlines that it is possible to use non-interactive users to create a service for AttachmentExtractor or DocumentsCorePack.

How to configure an Onpremise Service with CRM Online
This article outlines how to create a SettingsKey manually in Dynamics365-online with Service running onpremise.

How to purge temporary data files

Every time a document is created in Microsoft Dynamics CRM, a corresponding temp is created by the system. This step consumes a lot of database storage. This article provides step by step instructions on how to

A) find the correct temporary data files and how to
B) create a workflow that purges the temporary data files automatically