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.

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 article describes the settings for theTemplate Explorer.

The Analyze Template Option will be executed automatically before you save a template back in your Dynamcis 365 system. Additionally it can be executed on demand while designing a template by calling it from the Template Explorer window.

This article outlines how to improve the quality of pictures in DCP Templates.

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.

The Template Preview functionality of the DocumentsCorePack Template Designer allows you to see a thumbnail of your templates when opening or saving them.

This blog article outlines how to proceed if attributes options are not displayed when using the DocumentsCorePack Template Designer.

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.

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.