This article describes the General Settings of a DocumentsCorePack (DCP) template. Click here to see a full list of template settings.
Figure 1: General Settings of DocumentsCorePack
❶ General Settings
- a. Mark as Label Template: This article explains how to create Label Templates.
- b. Do not compress inserted images: You can turn off picture compression. Please note: Pictures can result in very large file sizes.
- c. Template Specific Language: Learn here to learn how to set a Template Specific Language.
- a. Target Output (DPI): Select the resolution of a print or scan.
- b. Enable fast Image Conversion: Generation speed could be improved, but quality could decrease when processing images with this setting enabled.
- a. Do not remove base64 strings from data source: In the document a copy of the inserted image is left as a base64 string. To save space, it is removed by default.
❹ Server Side Properties
- a. Workflow: Define in the template which workflow should be executed.
- b. Preserve Form fields for PDFs: Fillable PDF forms are PDF documents that include certain fields that can be edited without a PDF editor software. Learn more.
- c. Do not export Picture-Link Images as Base64: With this option you can send E-mails with dynamic images. Learn more.
- d. Embed full Fonts in the PDF Files: Non-standard fonts need to be embedded in the PDF to ensure they can be viewed and printed properly. Font embedding is the inclusion of the actual font files inside a pdf file. This can result in larger files.
- e. Enable Open Path Font support for PDFs: To ensure that Open Path Fonts (.opf) are correctly displayed in PDF documents, it is important to activate this option.
- f. PDF Compliance: It is a globally accepted standard, that ensures that PDF documents can still be read without problems even decades later.
- PDF Compliance 1.4: Is independent of the original application software, hardware, and operating system used to create them.
- PDF Compliance 1.5: This version was only used for a short time period.
- PDF Compliance 1.7 (ISO 32000-1): Is the most recent and widely used version DCP supports at the moment.
- PDF/A-1a – Level A conformance (PDF/A-1a): PDF documents can be made accessible to people with disabilities through the use of various accessibility features.
- PDF/A-1b – Referred to as Level B Conformance: This has a lower level of accessibility than PDF/A-1a.
- g. Do not add CRM Signature to generated HTML (deprecated): A marker was set in the HTML to prevent the signature from being inserted in the CRM.
❺ Query (FetchXML) Generation
- a. Use Deep Fetch Analyzer: The Deep Fetch Analyzer is a feature required for templates with many relationships and executes the fetch in an alternative way. Learn more.
- b. Use Query Expression: FetchXML will be converted to Query Expression. It represents the basic support for Virtual Tables/Entities.
❻ Note Creation Settings
- a. Note Title: Give a title to the note that is created. Here is the Syntax.
- b. Note Description: Enter a description for the note that is created. Here is the Syntax.
❼ Master Template
- a. Header/Footer (static): Manage the design of the header and footer of the document in a separate template. Learn how to do this here.
- b. Separate Footer (static): This is an optional setting for a Master Template for the footer.
- a. Disable Relative UTC Time Option: With this option, the time will be displayed based on the local time zone defined on the device or server where the document is created.
- b. Enable HTML Formatting for Fields: Maximize your user experience when working with HTML. This guide will help you.
- c. Convert field codes to text after merge (Field codes are not editable in Word for Web): Field codes like what-if statements or page numbering are converted to text in the merge process.
- d. Convert all tables to text: All tables within your document are converted to text in the merge process.
- e. Enable whitespace preservation for text fields: Leading whitespaces from text fields are considered and printed if this is active. Without this setting, the leading whitespaces are removed when merging the document.
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