This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack

This article outlines how to run a macro

Requirments: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher

This blog article outlines how to create Labels with .dot

Requirements: DocumentsCorePack

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)

This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:

• trigger the mailmerge process from within MS Word
• trigger the mailmerge process from within CRM

A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.

The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.

The features allow you to select templates directly with the [Print in Word]-button.

To take adavantage of this feature you need at least the following version:

- DocumentsCorePack Server Version 5.25

- DocumentsCorePack Client Version 5.57

The below desribed methods are part of the ptm_dcp_custombuttonactions.js-web resource. More information on this resource can be found here. The comments and the code for one example of this resource are added below.

Basically, the default [Print in Word]-button contains JavaScript code in the background.

If you are familiar with CRM and JavaScript you can add your own custom buttons to  increase the usability of your CRM system.

e.g., you can predefine a template that should be always used to perform the merge. 

You can modify the JavaScript code, so that - based on certain criteria - a template is automatically selected without user interaction.

The following article contains a description of how to change, modify and extend this feature.

In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack Print in Word and TelephoneIntegration Call Number buttons are not working properly. To resolve the issue open a command prompt and enter regsvr32.exe wshom.ocx

That’s it! 

If you receive the below error message, please make a repair install of Office. This should resolve the issue.