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• "Automated document Generation in CRM processes" -21st October 2013

  
  

  Introduction into the powerful features provided by AutoMerge showing real-life examples on improving your business processes.

  Meeting Outline! Download Slides! Watch Recording!

• Document generation in Canvas Apps

  In the webinar on March 26th, 2020 we focused on the document generation in CanvasApps.  
  The DocumentsCorePack connector now allows document generation and processing inside your app in a very simple and intuitive manner. 

  Webinar Content:​

  • Introduction to the DocumentsCorePack connector for PowerApps
  • How to use the connector in a Canvas App
  • Step-by-Step: Set up document Generation in a Canvas App
  • Q&A

   

  Download Slides!Watch Recording!

• Batch document jobs with DocumentsCorePack: Best practices & performance considerations

  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

  Download Slides! Watch Recording!

• New DocumentsCorePack feature: Advanced collaboration through editable document parts

  In the webinar on December 3, 2020 we showcased a new feature within DocumentsCorePack: Editable sections. This feature allows you to define sections to be editable within your documents.

  This webinar contains: 

  • Use cases and how it works
  • Step-by-Step: Configuration of the sections to be editable in your templates
  • Step-by-Step: Working with editable documents 
  • Q&A

  Download Slides! Watch Recording!

• One-Click Actions: Document Generation & Delivery with a single click

  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

  Download Slides! Watch Recording!

• "eSignature functionality, document generation and processing in Microsoft Dynamics CRM made easy" - 1st October 2015

  
  

  Whether its sending an NDA, an SOW or a Contract, DocumentsCorePack allows to combine creation of contracts and the colleciton of eSingatures in one simple process.

  Download Slides! Watch Recording!