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Resolving problems with the template lookup option for Insert Document

Should you face problems with the template lookup from the Insert Static Document functionality, please do the following to load an alternative version of the dialog that does not use a web interface.

Please create the following settingskey in your Dynamics 365 for the product DocumentsCorePack. More information about how to create a settingskey, can be found here. Enter the name of your settingskey in the Name-field and the value in the KeyValue-field like you can see below: 

Name: AlternativeLookupDlg
KeyValue: true

Please ensure that you are using vesrion 9.20 or higher, otherwise you also have to perfrom an upgrade to the latest version of the client application. The latest version can be found in our Download-Center.  More information of how to find the current version number can be found in the Version Number Guide

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