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home/Knowledge Base/DocumentsCorePack(DCP)/Document Processing with DocumentsCorePack (DCP)

Document Processing with DocumentsCorePack (DCP)

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After generating documents, DocumentsCorePack (DCP) comes with various options to process them. Thus, DCP allows for simplifying and streamlining all your business processes where documents are required. 

Note: The options listed below can be utilized in various elements of the Microsoft Power Platform: 

  • Dynamics 365 apps: Generate and process documents from the command bar via the DocumentsCorePack Dialog.
  • Power Automate: Automate your documents using The DocumentsCorePack Connector for Power Automate.
  • Canvas Apps: Equip your power apps with document capabilities using our connector.

Document processing & delivery options

Output format:

You have the option to set specific file types for documents and images.

  • Supported document formats: docx, pdf, doc, xps, txt, html, epub
  • Supported Image formats: png, jpeg, bmp

 

Attaching and mailing documents after creation

You have the option to attach documents to:

  1. An email as an e-mail attachment
  2. An email as e-mail content
  3. A Dynamics 365 record as a note
  4. An attachment to any activity-type table in your Dynamics 365 (example: letter)

 

Start an E-signature process

DocumentsCorePack integrates with three different e-Signature providers to automatically trigger e-signing processes when generating documents, such as contracts: 

  1. AdobeSign 
  2. DocuSign
  3. AssureSign

 

Printing documents

DCP allows configuring both local and cloud printers to be used to print documents once generated. 
Details: Printing with DocumentsCorePack

 

Save to SharePoint (SP)

DCP is fully integrated with SharePoint (SP). Next to saving generated documents to SP it also supports the creation of document locations and folders writing metadata to SP and more.
Details: SharePoint integration of DocumentsCorePack.

 

Concatenate documents

DCP allows concatenating multiple generated documents or generated documents in a batch. Details: Document concatenation in DocumentsCorePack

 

Run Flows, Workflows and Actions to execute custom logic

DCP allows you to execute Flows, Workflows and Actions right from the DCP Dialog. This enables customers to automatically execute their logic when a document gets created (example: send internal notifications, start an approval process,…).

  1. PowerAutomate: Call a flow from the dialog
  2. Workflows or Actions: Trigger Actions with the DCP dialog

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

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