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Insert Static Document (Dynamics 365)
On November 17, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Insert Static Document feature allows you to insert a sub template into
your current template or also to insert further text documents, like AGBs.

The example below shows a template with a place holder for a sub template (1)
and the final merged document with also the sub template merged(2). 
Figure 1: Example of a sub template

If you are not sure how to get to the insert fields option,
please take a look at this article first.
  1. Use the Insert Static Item option
    Figure 2: Insert Static Document
  2. Select a document to insert
    At this point, you have two options. You can either select a sub template and
    provide the necessary field as a merge parameter or you can skip this step and
    select a static document only (which does not require a parameter for merging).

    a) Provide a merge parameter [optional]
    Select an ID-field from the treeview (e.g. Contact) (1) and check the
    Provide the selected field as a parameter - checkbox.
    Figure 3: Provide a parameter

    b) Hit the [Select Document]-button
    Figure 4: [Select document]-button

    c) Select a sub template or static document
    All the available documents are stored in the DocumentsCorePack templates entity.
    Figure 5: Document selection (Look-up window)

  3. Insert place holder
    You will notice the name of the select template in the new window (1).
    Apply the new field by clicking the [OK]-button (2).


    Figure 6: Template added

    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.

     

  4. 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.
Related Topics:
Insert Fields
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.



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Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template

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