In the webinar on March 17th, 2022 we will focus on One-Click Actions (OCAs), one of the features of DocumentsCorePack that allows defining custom document actions aligned to your business processes and needs. For example, Accounting has to create invoices as PDF, save them to SharePoint as well as get a printed copy. With just one click, this process can be simplified for your users! 

The webinar covered: 

• Presentation: OCAs in a nutshell 
• Step-by-Step: Setup of a One-Click Action in DocumentsCorePack 
• Examples & use cases 
• Q&A

In the webinar on December 16, 2021 we we focused on the options provided by DocumentsCorePack to handle batch document operations, including best practices as well as key elements to consider when it comes to performance. 

The webinar covered: 

• Batch document generation from the Dialog 
• Batch document generation from Power Automate 
• How to ensure high performance 
• Q&A

In the webinar on October 28th, 2021 we presented two new DocumentsCorePack features: 

1. The usage of sample data during template design: Simplify the creation of templates by showing field values while mapping data into your template.
2. Support of dynamic filters: This feature enables advanced reporting by passing filters to the data query against DataVerse dynamically. Example: Pass user-defined date ranges into a sales or service report!

• Feature outline: Simplify template design by using sample data 
• Feature outline: The usage of dynamic filters 
• Demo: Step-by-Step setup of dynamics date filters to create a professional sales report

In the webinar on May 27th, 2021 we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. 

Therefore we showcased two popular use cases:

• Financial documents: Automation of payment reminders and overdue notices (e.g. send payment reminders 2 weeks before due date/send overdue notices weekly once invoices are overdue)
• Reportings: Daily activity and sales report (e.g. Daily To-do list showing all open activities for a user or weekly report on new or closed opportunities)