Document Generation and Processing Capabilities

Our solution was developed to help you streamline your overall business process. Besides various ways to trigger document generation, it comes with a bunch of options to process the document in one step. 

• Supported File Formats

  .pdf, .html, .docx, .doc, .txt, .xps, .png, .jpeg, .epub, .bmp, and .msg

• Attach to Email or Letter Activity

  Generate a new activity (email or letter) automatically - e. g. attaching the newly generated document

• Auto-set Email Recipients & Subject

  Insert email recipients (e.g. insert potential customer(s) when sending a quote) and subjects automatically!

• eSignatures (AdobeSign, AssureSign, DocuSign)

  DocumentsCorePack integrates AdobeSign, AssureSign and DocuSign solutions, that allow to define eSignature-fields directly inside the generated templates, as well as triggering the eSignature-process.

• Trigger Workflows

  Users are provided with different workflows that get triggered as soon as the processing of the document is completed.

• Workbooks/Document packages

  Define complex documents consisting of several individual elements (e.g. proposals).

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• User-prompts

  Incorporate user-input into generated documents.

• Save Documents to SharePoint

  Save documents automatically to the corresponding document location on SharePoint. Auto-creation of folders (as well as dynamic save-locations) is supported.

• Printing

  Documents can be sent to network printers, as well as to Google-Cloud Printing.

• Generate Email Content

  Besides email attachments, you can generate email content based on Microsoft Word templates. Thus, you no longer have to struggle with limitations of native Dynamics 365 Email-templates

• Dynamic File Names

  Generated documents can be named dynamically including field forms from within Dynamics 365. (e.g. Quote or invoice - DI, date,...)

• Open in Outlook

  Your users prefer outlook? No problem! Generated documents and emails can be opened directly in the local email client.

Template Design - The Power of MS Word

Easy, intuitive and powerful. Our Template Designer extends the capabilities of Microsoft Word with an interface to Microsoft Dynamics 365. Next to simple mapping of Dynamics 365 fields it provides a lot of additional features to ensure that our tool is capable to cover your needs.

• Standard and Custom Entities

  The template designer allows to pull fields from standard as well as custom entities. 

• Relationships

  All MS Dynamics 365 relationship-types are supported. There is no limitation on the number of relationships or levels resolved.

• Filtering & Sorting Capabilities

  All retrieved records can be filtered and sorted in any imaginable way!

• Loops

  Handling of One-to-Many or Many-to-Many relationships is easy. You can loop records inside tabels by designing the base layout of a row. It supports grouping, as well as performing calculations (like totals) for the items inside a loop.

• Condition Fields

  If and else conditions can be placed in order to define conditional content inside your templates. Create your condition with the Condition Designer which has a similar look and feel as the Advanced Find in Dynamics 365.​​

• Field Formatting

  Culture and format of money, integer and decimal fields can be set inside the template.

• Dynamic Document Names

  The doucment name of generated documents can be pre-defined, supporting all fields from Dynamics 365 (e.g. Accountname, Quote-ID or date-fields).

• Dynamic Save-Locations

  templates can be set with default paths for docuemnts generated. This e.g. allows to save documents generated from a quote to the potential customer

• Pictures

  Whether pictures are stored as notes, as entity-images or simply by adding an URL to the picture inside Microsoft Dynamics 365: Our tool allows you to insert dynamic pictures (e.g. product pictures)

• Dynamic Hyperlinks

  Our tool supports also hyperlinks that include Microsoft Dynamics 365-fields in either the link-name or the URL.

• Calculations

  Basic arithmetic operations can be defined and the variables set to be Dynamics 365 fields. 

• Insert Documents

  Insert other documents into the main document. (e.g. spec-sheets based on products selected) or conditional textparts.