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Template Explorer Settings (Dynamics 365)

This article describes the settings for the Template Explorer. This feature is part of the DocumentsCorePack Client version 9.37 or higher.

    Figure 1: Template Explorer Settings

      DocumentsCorePack field selection
      Define wich DCP fields you would like to see in the tree view. 

       Word field selection
      Define if you want to see all Word field functions or only conditions. 
      Please Note DCP Conditions are not the same as Word Conditions

      ❸ Analyze Template Before Save
      A template will be analyzed by default before saving. If you do not want this happen you can disable this option.
      Details about the DocumentsCorePack Analyze Template Feature can be found here.

       Jump to Field on Click
      As soon as you click on the field in the tree view you will directly jump to this element in the Document.
      If you don't want to jump to the field directly you can disable this setting. You will be able to jump to the field on demand by using the context menu in the Template Explorer.

    That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




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