When you launch an upgrade installation of our products, the setup will update existing files and solutions in CRM. The default behaviour of upgrading a product installation has changed with all releases after 1st of March, 2013.

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 

This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.

This article covers the configuration, an example and the technical details of this feature.

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

 - DocumentsCorePack Client for MS CRM 2011 v5.76

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.