The “Insert Static Document” option in DocumentsCorePack Templates

2496 views 1 Updated on November 6, 2023

The Insert Static Document functionality allows you to insert a sub-template into your current template or to insert further documents with static text, like Terms and Conditions.

The following example shows a template with a placeholder for a sub-template ❶ and the final merged document ❷.

Example of a sub-template
Figure 1: Example of a sub-template that shows detials of a related record

This article will help you with how to access the Insert Field option.

1 Use the “Insert Static Item” option

Insert Field  >  Insert Static Item > ❶ Static Document

Insert Static Document
Figure 2: Insert Static Document

2 Select a document to insert

The Static document dialog opens up and allows us to select the document we want od add.

Note: If you select a DocumentsCorePack template, you can specify a pattern by selecting a field. When the field is selected and set as the pattern, it will be automatically recognized as a parameter and therefore define the Dynamcs 365 record you want to create the sub-document for. (in our example we chose the Contact-ID for a template created for contacts)

Set parameter
Figure 3: Set parameter

a) Hit the Select Document button

Select document
Figure 4: Select the document/sub-template

b) Select a subtemplate or static document 

All the available documents are stored in the DocumentsCorePack templates entity.

The ❶ View section of the Look Up dialog has a drop-down menu for

  • Active DocumentsCorePack Templates – which is the default view
  • DocumentsCorePack Template Advanced Find View
  • Inactive DocumentsCorePack Templates

Or you can use the Name search field to find your template.

Document selection (Look-up window)
Figure 5: Document selection (Look-up window)

3 Insert a placeholder

You will notice the name of the selected template in the new window ❶. Apply the new field by clicking the OK button ❷.

Template added
Figure 6: Template added

4 Save your template

Before you can use or test your template, you must save it. Either save your template locally with the standard Save or Save as functionality of Word or use the Save template option of the DocumentsCorePack TemplateDesigner to publish the template to Dynamics 365.

5 Test your template [optional]

As you make changes to your template, you may want to test it. A step-by-step description of how to test your template can be found here.

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

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