This article outlines how to hide the [Create Document]-button for specific entities.

Requirements: DocumentsCorePack ServerBased (DCP SB)

At the moment we only have the possibility to hide the button for specific entities. To do so, please create a new settingskey for AutoMerge as described here. Please name it AMCreateDocumentButtonEntities.

This is a comma-seperated list of entities e.g. account,contact,lead etc.

You could also specify to show the button only on the grid or only on the form for each entity. E.g. account,contact|grid,lead|form to show it on the account grid and form, for the contact only in the grid and for the lead only on the form.

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