This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button.
Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!
Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version
With this reworked feature of ActivityTools, you again have a quick and clear preview of your e-mail content via ActivityTools print preview.
Thanks to this feature of ActivityTools, you can easily embed the ActivityTools previews to your CRM dashboard.
Depending on your configuration, it is possible to show one or mutliple previews in one dashboard.
ActivityTools default user settings can be predefined as follows:
Define the default settings for EmailPreview
Create a new settingskey called DefaultViewEmail as described here.