Template settings are additional capabilities that can be defined in your DocumentsCorePack templates. The purpose of most of the settings is to improve the automation of the document generation process.
The template settings window consists of a menu area and the actual settings area.
Below you can find a complete list of all available template settings with a short description. Some elements have a more detailed description attached as a link.
Figure 1: Template settings overview
❶ Document Name and Subject: The document name allows you to specify a final filename for the generated document. Also, the subject can be set for further DocumentsCorePack Client based operations. Document Name and Subject.
❷ General: A list of general settings. In this section, you also can mark your template as a so called Label Template with special behavior.
❸ Create Activities For: This section is used to predefine settings for DocumentsCorePack Client based operations. It affects the Regarding and Recipient fields for Dynamics 365 activities created with the DocumentsCorePack TemplateDesigner.
❹ Document Protection: You can provide a password to your generated Word document. Also, for the DocumentsCorePack Server based document generation, you can set a password for your PDF and enhance the security of your PDF.
❺ Sub Folder: Let your template automatically create a subfolder in the default location of your documents to structure your documents.
Client Automation Settings
❻ Client Automation: Set certain options to improve the speed of work by setting default options for certain DocumentsCorePack Client based operations.
❼ Email(Create Activity): These settings are only intended for the DocumentsCorePack Client based operations. It only takes affect when the [Create Activity]-button of the Client is used and does not work with the Send as …-option.
Advanced Settings
❽ Additional Fields: This area contains fields that are not directly inserted into the template. You do not have to worry about the settings because all out of the box functionalities populate the necessary fields automatically.
❾ Sharepoint Metadata: If you are using the standard Dynamics 365 SharePoint integration you can define metadata fields and values in your template. As soon as the generated document is saved, also the metadata is populated to Dynamics 365. Sharepoint Metadata
❿Remove Watermark: This section is used to define a condition that will remove the watermark if met. Here is the Syntax.
⓫ Prompts: Configure user-prompts for this template, in order to allow the user to change the result during generation. Prompts enable the user to add or modify document elements without opening the document. The additional options for prompts are displayed in an additional window of the DocumentsCorePack dialog.
⓬ Section Configuration: Learn how setup editable sections in your template (Dynamics 365).
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