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)
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.
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.
The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create Activity]-button form the Client, the subject will be already prefilled in the creation dialog. Please note: This setting only affects the DocumentsCorePack Client Based process!
You have created or modified a new template and now you would like to giveit a try. You can test your template with DocumentsCorePack Client.
This article outlines the functionalities of the [Insert field]-button.