This article outlines how to use the Insert as Document functionality within the Insert Field button in Word templates. This feature allows you to insert a document that is stored as a note in your Dynamics 365.
First, a static document must be created. In the following example a document about terms and conditions is inserted via the Insert as a document function in Dynamics 365.
Step 1: Upload the document into your Dynamics 365 via the notes section.
In the note section, click on the paperclip to start uploading your file in your Dynamics 365. To finish click on the Add note button.
Figure 1: Upload of a document
You can see your successful upload in the timeline.
Figure 2: Successful upload in timeline
Step 2: Now navigate to your DocumentsCorePack Template Designer and open the template you want to insert in the other document.
An example of inserting the terms and conditions into a quote:
Figure 3: Open Template in your TemplateDesigner
Please Note: Resolve your relationship to your desired note section. For a brief introduction of how to create a relationship, click here.
Step 3: Open your DocumentsCorePack Template Designer and:
❶ Place the cursor where you want to have your document inserted (like in this example Terms and Conditions).
❷ Select the Note field.
❸ Press Insert Note as Document.
Figure 4: Insert note as document
This window pops up. ❹ With a double click on Note you can see your pattern for this property. Press the OK button.
Figure 5: Document Field properties
In this newly opened window decide how your field should be inserted and then press the OK button again.
Figure 6: Decision on how to insert the related entity
You can see the successfully inserted pattern (highlighted in yellow).
Figure 7: Successfully inserted pattern
Step 4: Use the Save Template option to publish it to Dynamics 365.
Figure 9: Save Template option
Test your template. If you need a brief introduction to test your template, please have a look here.
Enjoy your result:
Figure 8: Template with inserted Note “Terms and Conditions” as Document
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.