The Multipart capability of DocumentsCorePack allows to create & concatenate documents or document packages consisting of multiple elements. They come in handy when documents should be assembled of different parts like Cover letters, Terms & Conditions, Legal terms, etc.
Each part of such a document package can originate from different sources, supporting
- DocumentsCorePack Templates: dynamic documents generated at runtime
- Files located on SharePoint
- Files stored as a note in Dynamics 365 (DataVerse).
Please note: DocumentsCorePack allows to apply conditional logic as well as individual user selection for every element. Thus, the outcome can be highly dynamic and adjusted to your needs.
Use cases & Benefits:
- Proposals (consisting of cover letter, company profile, quote, references, terms & conditions, etc.),
- Information material, assambled from broschures, flyers etc.
- Employee onboarding packages (Company information, Offer letter, Legal forms to fill, etc.)
There are several benefits to your end users that need to create such – typically long – documents:
- preventing redundant tasks,
- minimize user errors,
- saving time – compared to manually assembled document packages.
Example: Generating Employee Onboarding Package from a Contact in Dynamics 365
In the next section, we will show different ways how such configurations can be made.
How To configure Multipart documents
Multipart documents are based on an XML defining the elements of the document package. There are various ways how to create this XML:
- Multipart Documents can be configured via One-Click-Actions (OCAs) in DocumentsCorePack (DCP) providing an easy-to-use UI:
- Step-by-step description: How to set up a proposal using MultiPart
- Step-by Step video: Configuring an Employee Onboarding Package Multipart document
- Thanks to the XML format of the multipart configuration, it is also possible to create the multipart xml directly within your custom code or e.g. via Power Automate: Build a Multipart XML Flow that concatenates all documents into one File
References to more detailed information on Multipart Documents
- Generating workbooks & document packages in Dynamics 365
30-minute Videorecording of a webinar including a step-by-step configuration of a welcome package
- One-Click-Actions in DocumentsCorePack for Microsoft Dynamics 365
Article mainly about One-Click-Actions, which are discussed in detail. Also with a brief explanation of Multipart Documents.
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