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home/Knowledge Base/Template Designer(DCP)/Dynamic Document Properties

Dynamic Document Properties

168 views 0 Updated on January 20, 2023

Document properties, also known as metadata, are details about a file that describe or identify it. They include details such as the title, author name, subject, and keywords that identify the document’s topic or content.

With the Dynamic Document Properties, dynamic values such as data from the Dataverse can be written to the properties of generated documents.

Prerequisites:

  • DocumentsCorePack Server version 2020.135
  • DocumentsCorePack TemplateDesigner version 10.38

In the following example, two properties are added to a Quote template.

Configure Dynamic Document Properties in your template

Step 1: Open the template you want to add the properties to and navigate to Advanced Template Settings > Dynamic Document Properties.

The Dynamic Document Properties of your template.
Figure 1: Advanced Template Settings in DCP TemplateDesigner – Dynamic Document Properties

Step 2: Navigate to the Settings on the right side press [Add]. Depending on the property you need, you can select from a Text-, Number-, Date- or Yes or no property.

Select your text property.
Figure 2: Different types of Text properties

Step 3: In this example we add properties for Destination (should hold the company name) and Quote number (should hold the ID of our quote) as Text properties. The Advanced String properties window opens. Now ❶ select or enter a property from the drop-down. Next, select the ❷ fields that should be used in your pattern and confirm with ❸ [OK].

Please Note: When clicking ❹ Remove Custom DCP Properties, all [WordMailMergeFetchXX] properties are removed, and you have a better overview of the properties you generated yourself. Confirm with ❺ [OK].

Use the Advanced String properties to add properties to the template.
Figure 3: Add properties to the template.

Save and test your template

Once the template is saved you can run tests. A step by step description of how to test your template can be found here. 

Result 

An example of the Dynamic Document Properties for .docx format (MS Word):

The Dynamic Document Properties for .docx format (MS Word).
Figure 4: Result Dynamic DocumentProperties .docx

An example of the Dynamic Document Properties for .pdf format:

The Dynamic Document Properties for .pdf format.
Figure 5: Result Dynamics Document Properties .pdf

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

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