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PasswordProtection for (.docx) templates

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirements: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher

DocumentsCorepack, Supported formats: .doc, .docx
AutoMerge, supported formats: .pdf, .doc, .docx
 

Example


Figure 1: Password window which appears when opening a template (.docx).

HOW TO: protect a (.docx) template with a password. 

Step 1: First open or create a template
In our example we open an already existing template. Click on “Insert MailMerge Fields” in the “www.mscrm-addons.com”-tab. 

Figure 2:tab in Open Office XML (.docx).

The DocumentsCorePack Task Pane appears:

Figure 3: DocumentsCorePack Task Pane

Step 2: Create your password
Next click on the Template Settings-tab  and choose “Document Password”. 

Figure 4: PasswordProtection in the DocumentsCorePack Task Pane

In the next window users can set a password for (.docx) templates. 

Figure 5: PasswordProtection window for (.docx) templates

Now users have the possibility to either choose a CRM-field as password or to specify a new one. 

 

            
Figure 6 & 7: Enter a password via a CRM-field or via a new specified one. 

E.g. in our case we want to specify the field <> of the entity “contact” as our password. Click on [Accept] to set your password.

Note: if you change your password for the template, the new password is valid for all documents which will be merged afterwards.

Step 3: Save your template
Next save the document with a click on “Save Template” in the “www.mscrm-addons.com”tab at the top in oder to merge your document. (See next screenshots)

Figure 8: Save the template


Figure 9: Save the template.

Enter a document name and click on [Save].

Step 4. Merge your template
Now the template is saved and ready to be merged. Click on [Choose CRM Data] to merge your document. (See next screenshot)


Figure 10: Merge the template

E.g. we want to set the password for the entity “contact” with “Christian Ternek”. (See next screenshot)


Figure 11: MailMerge window where to select CRM data from. 

Choose your CRM-field and click on [Select].

Step 5: Process your template
Important:
Once you merged your passord saved (.docx) template with CRM-data, the defined password is only valid if you:

Possibilities to process your template if using DCP
- click on the [Create CRM Activity]-button
- click on the [Save as DOCX]-button

Supported formats:
DocumentsCorepack : .doc, .docx
AutoMerge, supported formats: .pdf, .doc, .docx
 


Figure 12: Create CRM Activity & Save as .docx

In our case we want to save this document back in CRM as docx. In the next window choose your SaveLocation.


Figure 13: Select SaveLocation

Following window appears if the save process was successfull:


Figure 14: Saving was successful

Step 6: Result
As a result, if you open your template again in CRM you will be asked for the password. (See next screenshots).


Figure 15: Entity Contacts in CRM 2011

Figure 16: Entity Contacts in CRM 2013

Open the contact for which you have attached the document as a note. Scroll down to the Notes & Activities section and search for the template. (See next screenshot)


Figure 17: Notes & Activities in the entitiy Contacts for MS CRM 2011 

Figure 18: Notes & Activities in the entitiy Contacts for MS CRM 2013.  

Open your .docx template and you will be asked to type in the password!


Figure 19: Type in a password

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




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