News.mscrm-addons.com Blog

How to work with AdobeSign DataMapping

Wed, 15 Jan 2020 13:35:07 GMT

DataMapping is a specific feature of AdobeSign.

With this feature it allows you to set an association between the field in Agreement and the attribute of the entity in CRM.
After signing a document the values of the field of the CRM entity will be replaced with the predefined values of the user.

For example if you want to replace values of the fields Jobtitle and address1_city of contact entity.

First of all it is necessary to create a Data Mapping Template entity in CRM.

In your CRM environment navigate to Adobe Sign tab and then to Data Mapping:

In the opened form specify the name of DataMapping and select a target entity (in our case Contact):

The record will be added:

After adding:

Save created Data Mapping Template.

Now we can create the Documents CorePack template for some contact using our Data Mapping Template.

Open MS Word, create the Documents CorePack template (for additional information see How to create Documents CorePack templates) for contact entity. In the necessary place insert Agreement Field in format:

{{NameOfField}}

Here:

Job title: {{JobTitleDataMapping}}

City: {{Address1CityDataMappingField}}

Sample template:

DataMapping (The Agreement Mapping Template entity has to be already created in CRM),
Sign order – choose if signee should sign document in any order or in order of adding to agreement,
Signing language – default language of Agreement:

Save Documents CorePack template in CRM.

Open a Contact entity which has to used for signing:

Now click the button Create Document [1] and then Let me decide every step (available for users).

In opened list choose created DCP template [2] and click Next [3] button:

Then check the Attach document [1], choose As Adobe Sign email [2] and select recepient [3]:

After signing it is necessary to open the AdobeSign Agreement in order to change the status.

Before signing:

After signing:

Then open the contact you work with and make sure that the values of Job title and City fields have been replaced with the values from signed Agreement:

Now the values for Job Title is Geologist and for Address City is South Park. The values have been succesfully replaced.

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

Template Explorer (Dynamics 365)

Mon, 02 Dec 2019 15:37:07 GMT

The DocumentsCorePack Template Explorer is a feature that allows you to easier navigate through your templates while designing and maintaining them. The Template Explorer displays all DocumentsCorePack pack fields in a schematic tree view. This Feature is available in Version 9.37 and higher.

Figure 1: Template Explorer open on a sample template

The Template Explorer only works on DocumentsCorePack Templates. For merged documents or non DCP templates you will not be able to open the Template Explorer.
You can enable or disable the Template Explorer with the new ribbon button "Template Explorer" ❶ (Figure 2).

After enabling the Template Explorer a new task pane will appear on the left of your document. The Template Explorer will list all fields that are used in your document in a tree view.

Nested elements or tables will be displayed as sub-nodes of the tree view. An additional context menu allows you to directly interact with the field ❶ (Figure 4) and by hovering over the element a tooltip shows information about the field ❷ (Figure 4).

Figure 4: Context menu on the element (left) and tooltipinformation (right)

The context menu allows to directly open field properties, delete a field or context-specific actions like opening subtemplate.

At the bottom of the tree view you have 3 options additional options.

❶ Analyze the Template
This action tries to analyze the template for know issues like unused relationships or invalid table layouts.
This operation is now performed before each 'save process'. It can be disabled in the Template Explorer Settings. Details ob this feature can be found here.

❷ DocumentsCorePack Settings
This button opens the standard DocumentsCorePack template settings.

❸ Template Explorer Settings
The template explorer settings allow you to change single settings of this feature. More details can be found here.

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

Template Explorer Settings (Dynamics 365)

Mon, 02 Dec 2019 15:36:41 GMT

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

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

❷ 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.

❹ 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.

Analyze Template Feature (Dynamics 365)

Mon, 02 Dec 2019 15:30:00 GMT

The Analyze Template Option will be executed automatically before you save a template back in your Dynamcis 365 system with the latest version of the DocumentsCorePack Client (9.37 or higher). Additionally it can be executed on demand while designing a template by calling it from theTemplate Explorer window.
The warnings are just an information and no actual errors. False positve can occur but can be simply ignored.
You can turn this feature of by disabling this functionality. How to disable this is describe here: Template Explorer Settings

Details ab the functionality will be added shortly to this blog article, so please check again in a few days.

How to improve the quality of pictures in DCP Templates by using picture options

Fri, 07 Jun 2019 09:49:43 GMT

Should you face problems with the quality of Pictures in DCP, please try the following settings:

In the ❶ “Advanced Template Settings” navigate to the ❷ “General” tab and activate the ❸ “Do not compress inserted images” option.

If you insert a picture from a note, there are further options to specify:
❹ If the image shall be scaled to fit to the container on the template

❺ If the template should be scaled to fit the image from the note.

These can be found under “Field Properties” after clicking on the image in Word.

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

Template Versioning (Dynamics 365)

Tue, 21 May 2019 11:53:58 GMT

Template Versioning saves a backup of each template instead of simply overwriting it.
This feature requires at least version 9.25 of the client and version 2017.184 of the server or service. This functionality is disable by default. If you want to enable the versioning functionality you have to create a new settings key for DocumentsCorePack manually, like described here, with the following name and value:
Name: EnableTemplateVersioning
Value: true

If the setting as described above is enable you will see an additional button (1) int the menu bar. When you select a template and use this button

Figure 1: Recover button

After using the "Recover Template" button a new window will appear with all available versions. The "Created On" column should be used identify the version that you want to recover. The versions are sorted from top to bottom from new to old.

Figure 2: Recover Dialog

Tipp: Use the standard properties for keywords, subject, etc. to store additional information about the performed changes in your templates.

Within this dialog you can select a preview version (1) and recover this version by using the "Recover" button.

Figure 3: Select und Recover

After you have chosen to recover a specific file the said file will be opened in Word.
The opened file will have the current document name and a current time stamp as name. Nothing was change

Figure 4: Recovered template

From this point on it is up to you how to proceed with this recovered file. Nothing has changed yet in the live template. If you want to go ahead and make the recovered template your new live template you have to overwrite the existing template with this recovered template.

PLEASE NOTE:
- Template versions are not imported or exported with the DocumentsCorePack import/export functionality. Only the latest live version will be exported.
- The limit of versions is set to 25 by default. To decrease or increase this limit you can set a settingskey manually with the name "TemplateVersioninglimit", and the amount of records as value. When setting its value to "0" the limit is disabled and unlimited copies will be stored (not recommended!).

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

Template Preview (Dynamics 365)

Tue, 21 May 2019 11:53:46 GMT

The Template Preview functionality of the DocumentsCorePack Template Designer allows you to see a thumbnail of your templates when opening or saving them.
This new feature requires at least version 9.25 of the template designer and version 2017.184 of the server or service.
The preview section (1) is embedded at the right hand side of the open or save Template Dialog

Figure 1: Preview Section

You can enable or disable the preview you using the magnifier icon in the control menu bar (1).
By using the "View Detailed Image" (2) you can enlarge the thumbnail to its full size. Additional scrollbars will allow you to view the enlarged image.

Figure 2: Preview Controls

There are only preview images available for templates that are saved since the new required version was installed. Any old templates will not have a preview yet.
If you completely want to remove this functionality please set the following settings key for DocumentsCorePack manually, like described here, with the below key name and value.
Name: DisableTemplatePreviewImageUpload
Value: true

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

DocumentsCorePack UI issue

Mon, 29 Apr 2019 14:19:24 GMT

This blog article outlines how to proceed if attributes, options are not displayed when using the DocumentsCorePack Template Designer. The issue seems to be only appearing for Intel On Board Graphics when using multiple monitors.

Affected sections are for example the entity type, the attributes in the DCP Template Designer on the right side, the settings in the Advanced Template Settings dialog and the options in the Condition Field dialog as you can see in the figure below.

If you are facing this problem, please go to File > Options > General and enable the Optimize for Compatibiltity checkbox in your MS Word (highlighted in the figure below).

After a restart the affected sections should display the data again properly.

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

DateTime Field (Dynamics 365)

Tue, 26 Feb 2019 09:27:00 GMT

This blog outlines how the DateTime option allows you to perform basic calculations with dates. You can add a certain amount of time to an existing date, or you can calculate the difference between two given dates. The following step by step description will show you how to insert a field of this type into your template.

We are glad to introduce the DateTime field with the DocumentsCorePack Client version 9.22 and DocumentsCorePack Server version 2017.174.

Step by step description
This description outlines how to add a DateTime field into a DCP template by using the given insert options.

Preparation
This feature can only be used within DCP templates, so please open your existing template or create a new one before using this feature. (Here is a blog that explains how to create a new template)

Step 1 - Open the [Insert fields] dialog
After you successfully opened your template we can start to take a closer look at the modified Insert dialog. So please open the [insert fields]-button and navigate to the “Computed items”-Section ❶.

Within that section, you should be able to spot the new [DateTime Field]-button ❷.

Step 2 - The DateTime field dialog
Please click on the [DateTime Field]-Button to open up the DateTime dialog.
This Dialog gives you the possibility to specify your DateTime field based on the given options.

Step 3 - build your calculation
Add your DateTime calculation to the pattern field.
The syntax for this field is described here.
In our Case, we will add 5 days to the due date of a Quote.

PLEASE NOTE: The layout of the dialog will change dependent on your used syntax.

You have the option to insert any field even if it is not a DateTime field. Please do this at your own risk.

Step 4 - add a placeholder text [optional]
Setup a placeholder text.
You can set a placeholder name ❶ for your field so you find it easier in case you have to modify your template in the future.

Figure 4: Placeholder

Step 5 - add formatting options
Since we have our Syntax configured we would like to define a format.
This could be done by selecting one of the given options in the Unit Type or the Format and Culture Dropdown.

The dialog provides us with different options for “DateTime“ ❶ and “Difference” ❷ (subtraction of 2 dates) results.

Based on this type we will have one of the two following dialogs.

Step 6 - insert the field
Now we have successfully defined our DateTime-field and by clicking on [ok] it will be inserted into the Document.

Step 7 - save the template
The last and final step is to save your template.
Before you can use or test your template you have to save it.
Either you save your template locally with the standard Save or Save as functionality of Word or you use the Save template-option of the DocumentsCorePack client in order to publish the template to Dynamics 365.

Test your template [optional]
As you have made changes to your template you might want to test them quickly.

A step by step description of how to test your template can be found here.

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

How to merge a document and start an in-person signing process

Thu, 31 Jan 2019 09:21:06 GMT

This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.

In this example, we create a document and use therefore a template which contains one signer. The result can look like in the figure below:

Therefore follow the steps below:

Step 1: Create document via DCP Dialog
First, open your Dynamics 365 and search the entity you want to create a document for – in this example Work Order. Next, please hit the [CREATE DOCUMENT]-button which opens the DocumentsCorePack Dialog as you can see below.

Here, please select the template you want to execute – in this case WorkOrder_Template.docx.

Step 2: Define how your document should be executed
In this example, we want the document to be attached, so please check the Attach document checkbox and select as Adobe Sign email from the drop-down menu. Check the In-person signing checkbox and your recipient and the e-mail address from the drop-down menu.

Please note: The recipient should be the person (the host - explained at the beginning) who is required to be with the signer in order to sign the document. Click on [Next] to continue.

Step 3: Check your document before you forward it to Adobe Sign
Therefore, please click on the attachment, highlighted in yellow.

This opens a preview of your document. As you can see, there are two Adobe Sign text tags: one for the initials and one at the bottom of your document for the signature (highlighted in yellow).

If your document is fine, please click [Finish] to attach the document as Adobe Sign mail.

Step 4: Review and sign document
Now you are able to open the document directly from the DCP Dialog, as you can see in the figure below.

But also, an e-mail has been sent to the host who is required to be with the signer in order to sign the document (see figure below). With a click on the blue text “Click here to review and sign”, the document opens in a browser to be signed.

As you can see in the figure below, the document is now ready to be signed. After the singer sings the document, the host has to hit the [Click to Sign]-button at the bottom of the page.

This action will finish the process and a copy of the signed document will be sent to all parties (see figure below).

Step 5: Signed document ready for download
Hit the blue text “the document” in the received e-mail to open the signed document.

In the so opened window in your browser, you can see ❶ all details, ❷ the steps of the process and the document, which now contains ❸ both signatures. Click on ❹ PDF to download your signed document.

Congratulations! You have signed your first Adobe Sign document using in-person signing.

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

Adobe Sign for DocumentsCorePack

Thu, 31 Jan 2019 09:19:03 GMT

We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level. Adobe Sign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents. More information can be found in the corresponding documentation on our website.

This blog article outlines how to get started with Adobe Sign as an additional feature of DocumentsCorePack. If you decided to use Adobe Sign as an additional feature, please follow the steps in this blog article:

Step 1: Obtain the AdobeSign package
For Microsoft Dynamics 365 Online: on AppSource
For Microsoft OnPremises: from the Adobe Sign Integration page

Step 2: Install the Adobe Sign package
The installation of Adobe Sign is very easy, please follow the Installation Guide written by Adobe.

Step 3: Adobe Sign Users and Security Roles
For using the Adobe Sign application, it is necessary that users have their security role configured to the Dynamics environment. The available security roles are:

Adobe Sign Reader
Users have read-only access to Agreement records.

ADOBE SIGN USER
Users are able to see only their own records and have User level access to built-in Dynamics records such as Contacts, Accounts, Leads, Opportunities, Orders etc.

ADOBE SIGN ADMINISTRATOR
This role includes additional privileges in addition to the Adobe Sign User role such as adjusting Global Settings, Data Migration and allowing visibility over all Agreements throughout the application.

Find more information about how to configure the security roles in the Adobe Installation Guide in chapter Post Install Configuration (Required) and scroll down to Deploy Adobe Sign to Users by Assigning Security Roles.

Step 4: DocumentsCorePack templates for Adobe Sign
After you have configured the security roles for Adobe Sign users in Microsoft Dynamics 365, and you have made sure that they have all the rights they need, you can create a DocumentsCorePack template for AdobeSign.

Please find all the information about how to use the Template Designer in the Template Designer User Guide on our website.

To use Adobe Sign in DocumentsCorePack you have to enter Adobe Sign text tags. These are formatted text that can be placed anywhere within the content of your template. Text tags are converted into Adobe Sign form fields when the document is sent for signature or uploaded.

Please find all possible Adobe Sign text tags in the Adobe Sign Text Tag Guide.

The figure below shows a template with Adobe text tags for initials and signatures for two signees.

Still curious? More information about "How to ..." can be found in the articles below:

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

File corrupted because of Images in Header

Thu, 06 Dec 2018 18:15:52 GMT

This blog article outlines how to react if your template gets corrupted after you have added an image to the header. If you face this problem, please try to restore it and set the following setting for the picture in the header:

With a right click on the picture, select the ❶ Size and Position Settings. In the so opened Layout settings, please navigate to the ❷ Text Wrapping-tab and select ❸ "In line with text".

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

Resolving problems with the template lookup option for Insert Document

Thu, 06 Dec 2018 17:51:24 GMT

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.

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

How to build Multilevel-Relationships

Mon, 20 Aug 2018 15:23:37 GMT

In this example we build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product. This might be needed as the Quote Product inherits the name of the parent product. Here you can see a simplified illustration of the structure in CRM:
Figure 1: Structure of a Quote-Product relationship in Dynamics 365

To get the values for the product we first need to resolve the relationship from Quote to Quote Line (Quote Product) and select the desired fields. This is a 1:N (one to many) relationship.
Figure 2: Quote to Quote Line realtionship 1:N

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

How to add fields from the current user

Mon, 20 Aug 2018 12:16:59 GMT

This article outlines how to add fields from the current / executing user to a Template.

❶ Click on “Insert MailMerge Fields”

Figure 1: Insert MailMerge Fields

❷ Navigate to “Additional” and select “User Info” in the DropDown-Menu for “Add Relationship / Entity”

❸ You have now added a new relationship to the “User” record, which presents fields from the current user /executing user

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

HTML Settings for DocumentsCorePack Fields

Sat, 30 Jun 2018 16:47:01 GMT

If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience. This blog article outlines:

How to enable file-based formatting with DCP
How to define a word style for a single DCP field

How to enable file-based formatting with DCP

When you want to insert complex HTML codes or want to provide special formatting, you can use the following step-by-step instruction to achieve that.

1) Make sure your HTML code is valid and in a ready to use format within Dynamics 365.

Figure 1: HTML code

2) Insert the field into your Template by using the [Insert Field]-Button. Next select Insert as HTML like you can see highlighted in yellow below.

3) Click once into the field and navigate to ❶ Field Properties to open it.

This gives you the possibility to define complex formats in your HTML code. To provide a coherent look and feel of the Template, you can mix it with your Word formats - just define a style within the Content Control properties. To do so, please follow the next steps:

How to enable field-based formatting with DCP

1) Click once into the Content Control and go to Developer to open the Properties like you can see highlighted in yellow in the figure below.

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

How to insert Condition Fields in DocumentsCorePack Template Designer

Thu, 07 Jun 2018 08:03:03 GMT

Certain properties of DocumentsCorePack templates consist of conditions based on Dynamics 365 fields. The Condition field property allows you to define dynamic content that is either displayed or removed from the final document based on a certain condition.

This step-by-step description will show you how to set conditions in DocumentsCorePack Template Designer. In this example, we want to create a quote and choose between Mr and Ms depending on the gender of the recipient.

Step 1: Create a quote template
First, we need to create the basic layout of the template. Clicking on the [Insert MailMerge Fields]-button in the www.mscrm-addons.com command bar will open the DocumentsCorePack Designer on the right side. More information about how to create DocumentsCorePack templates can be found here.

The figure below shows an example template of a quote.

Step 2: Use the Condition field option
After creating your template, please set the cursor at the position where you would like to insert a condition field. In our example, we want to set the condition in the subject line after "Dear" choosing between Mr and Ms based on the recipient like you can see highlighted in yellow in the figure above. Then, go to Insert Computed Item and select Condition field.

Step 3: Configure the setup of your condition fields

❶ Give your condition a descriptive name. It makes it easy to re-use existing conditions in a template.

❷ Enable the creation of an else block and define the layout of the inserted condition fields - in this case next to each other.

❸ Use the condition designer to create your condition. In this example, we want to create the condition for the entity "Primary Contact (Contact)". We want our condition to choose between Mr and Ms depending on the gender of the recipient. Therefore we select in the first drop-down menu the field Gender and as operator equals. Depending on the data type of the field you either have an additional control that opens a new dialog to select the compare value - in this case, Male.

A more detailed description of the condition designer can be found here.

Below you can see placeholders for the formatting options next to each other. Because you selected to insert an "ELSE" block you have the second placeholder like you can see in the figure below.

Step 3: Set your custom text block
Within these placeholders, you can now enter the content of your conditions. In this example, IF Gender equals to Male it should display "Mr" and ELSE "Ms".

Step 4: Save your template
Before you can use or test your template you have to save it. Either you save your template locally with the standard Save or Save as the functionality of Word or you use the Save template-option of the DocumentsCorePack client in order to publish the template to Dynamics 365.

Step 5: Test your template
As you have made changes to your template you might want to test them quickly. A step by step description of how to test your template can be found here. Below you can see the result of your created template containing the condition we set, highlighted in yellow.

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

Note title and description (Dynamics 365)

Fri, 08 Sep 2017 09:44:09 GMT

This blog article outlines how to apply special settings, in detail note title and description, to your DocumentsCorePack Template. You have to access the Template Settings Dialog, which is described step by step in this article.

1) First, navigate to ❶ www.mscrm-addons.com and click on the ❷ [Insert MailMerge Fields]-button. In the so opened tree on the right side, you have to click the ❸ [Advanced Template Settings]-button to open the Template Settings Dialog.

2) The Template Settings Dialog allows you to define your Template Settings individual and in detail. Navigate to ❶ General and go to the bottom of this window, to define your Note Title and Note Description. By clicking the ❷ Edit symbol of each option, you can select the fields that should be used in your Pattern. Several DocumentsCorePack properties support the same syntax. To learn more about the DCP syntax, please have a look at this article here.

A complete list of all the available properties can be found here.

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

Insert a page break after grouping section (Dynamics 365)

Wed, 06 Sep 2017 14:36:45 GMT

This blog article outlines the new feature in DocumentsCorePack (.docx) templates. This feature gives you the possibility to insert page breaks after every grouping section. For more information about how to group tables in DCP (.docx) templates, please have a look at this article here.

Please notice: This feature is only available for Dynamics 365.

After grouping your table by the field you want to define the grouping for (in this case, jobtitle), navigate to www.mscrm-addons.com and choose ❶ Table properties. In the so opened window, you have to select the second check box, that says ❷ "Insert Page break after each grouping header".

And the option does what it says, as you can see the result in the figure below. Every job title is automatically displayed on a new page.

Advanced Settings "CreateActivitiesFor" in MS Dynamics 365

Tue, 18 Jul 2017 08:50:43 GMT

This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack. This blog article covers the configuration, an example and the technical details of this feature.

The configuration options allow template editors to define

Recipient
Regarding
Save Location

of activities based on a template independently. For further information on DocumentsCorePack Template Designer, please have a look at the documentation.

Configuration

The configuration requires a proper configuration of the DocumentsCorePack Server and you need to understand the fundamental MS Dynamics 365 (CRM) capabilities.

To access the Advanced Settings, open an existing template or generate a new one. Then navigate to www.mscrm-addons.com ❶, click on the [Insert MailMerge Fields]-button ❷, open the Advanced Template Settings ❸ and click on CreateActivitiesFor ❹.

Please note: Per default, only the "Recipient"-tab is displayed. You have to check the "Enable Advanced Settings"-checkbox (highlighted in red), if you want all three tabs to be shown.

After enabling the Advanced Settings-checkbox, you can select the the Recipient, Regarding and the Save Location for your template ❶. The options, which can be selected for each area, are displayed in a tree view. You can insert the required relation by clicking on the nodes "Primary Contact (Contact)" and by double clicking on the correct option "Contact" in this case ❷ .

The configuration is set for an Account Template and has the following effects:

The Recipient of the generated activity will be the primary contact of the parent account of the Account Template.
The Regarding will be set to the Account directly.
And the generated document will be saved to the configured location for the parent account of the Account Template.

The example below shows the outcome of the configuration for this Account Template in more in detail.

Example

The account mscrm-addons.com Corp ❶ with the parent account ptm EDV-Systeme ❷ has a primary contact named Michael Dohr ❸.

After saving this template, you can continue to create a document, either directly from Word by using the [Select Data]-button or by using the [Print in Word]-button within CRM. Once done so, you get a merged document.

In case of further document processing, you can use the [CreateCRMActivity]-button and e.g. generate a letter activity ❶ and add the document to your SharePoint ❷.
This process saves our generated document in the folder of the account (ptm EDV-Systeme) and defines the regarding to the account(mscrm-addons.com Corp).
The recipient is the primary contact of the parent account of the account (Michael Dohr).

Technical details

The third option (Save Location) also works for DocumentsCorePack ServerBased.

The option to define the Regarding and the Recipient are not available in DocumentsCorePack ServerBased as they can be set directly within the workflow.

The options effect the Create Activity-, the Save as...- as well as the Send as PDF-functionality of the DocumentsCorePack Client.

The outcome when selecting the Create Activity-functionality is described in the above example.

The outcome when selecting the Send as PDF-functionality is the same.

When you select the Save as...-functionality, the recipient and the regarding-property are ignored. It only saves the generated document to the proper location that is configured with the DocumentsCorePack Server Configuration.

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