This article outlines how to set up a workflow that will generate a document which includes all child records that are related to a certain entity. Once the workflow is established, it will concatenate all these generated documents and send it to the account.

This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.

The DCP Online Configuration offers lots of useful functionalities, such as for example insert/export templates or insert fonts. This step-by-step tutorial outlines how to use them properly.

This article provides you with information on how to correct SharePoint paths exceeding the limitations. Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously.

Once you have installed DocumentsCorePack ServerBased (DCP SB) successfully, you are provided with the DCP SB Configuration. But of course, you can also open the configuration randomly. To do so, simply navigate to Settings > mscrm-addons > DocumentsCorePack. The General Settings-tab itself consists of three sub-areas, which will be explained within the following article: The General Settings, the Advanced Settings and the Special Settings.

Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.
Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article. 

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 data
from 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!