This article outlines how to use the “Insert as Document”-functionality within the “Insert”-button in Open Office XML templates (.docx). This feature allows you to insert a document that is stored as a note in your CRM system.
Requirements: Available for DocumentsCorePack v5.97 and higher.
Figure 2: Insert as document - after the merge
Click here to read more about the functionalities of the “Insert”-button.
HOW TO: Add Document as a note to your record, step-by-step description
First select a document to be inserted dynamically into your template. Once selected add this as a note to your CRM-record. Save your changes and return to your DocumentsCorePack. Now you are able to insert the document anywhere in your template.
1 Step: Open your selected CRM-record
3 Step: Click “Attach”
7 Step: Resolve an additonal relationship to the Note entity
To access the annotation field in which you have previously inserted your document, you need to resolve an additional relationship to the Note entity. (For more information please read our DocumentsCorePack User Guide.)
8 Step: Click the Arrow next to the “Insert”-button
The following box appears (see screenshot below). Here you have the opportunity to chose one of several insert options, in our case we chose “Insert as Document”.
9 Step: The Insert as Document Window
Once you click at “Insert as Document” following window appears:
10 Step: Click “OK” to insert the selected field as document into your template
Now you have to merge the template. For more information about “How to merge a document” please click here.
11 Step: The merged document
After the merge your document looks like in the next screenshot:
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