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home/Knowledge Base/Template Designer(DCP)/The “Insert as Document” option in DocumentsCorePack Templates

The “Insert as Document” option in DocumentsCorePack Templates

853 views 0 Updated on February 4, 2023

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.

Upload the document into your Dynamics 365 via the notes section.
Figure 1: Upload of a document

You can see your successful upload in the timeline.

 

Successful upload shown 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:

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.

Insert the note as a 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.

View the patterns for the property.
Figure 5: Document Field properties

 

In this newly opened window decide how your field should be inserted and then press the OK button again.

Decide how to insert the field and continue.

Figure 6: Decision on how to insert the related entity

You can see the successfully inserted pattern (highlighted in yellow).

A sample successfully inserted pattern.
Figure 7: Successfully inserted pattern

Step 4: Use the Save Template option to publish it to Dynamics 365.

Save the template.
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:

A sample 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 support@mscrm-addons.com.

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