This article outlines the functionalities of the [Insert field]-button. You can find the button on the bottom of your Dynamics 365 TemplateDesigner ❶.
The button itself inserts a selected field directly into your document.
The Drop-down-menu ❷ allows you to insert special field types to your template.
Figure 1: The Insert Field button closed (left) and open (right)
The list below directs you to articles that describe the different functionalities.
- Root elements
– Insert as Picture-Field
– Insert as Picture-Link-Field
– Insert as Document
– Insert as HTML
Figure 2: Root elements
- Insert Static items
– Insert Static Document
– Insert PageBreak
– Insert Remove Empty Lines
– Insert Join Tables
Figure 3: Static Item
- Insert Computed items
– Insert QR-code
– Insert Advanced String
– Insert Calculated Fields
– Insert Hyperlink
– Condition Field
– Insert Prompt Field
– Insert DateTime Field
Figure 4: Computed Item
- Insert AdobeSign Item
Follow this link to get further information about our DocuSign integration
and how to use it:
Figure 5:AdobeSign Item
Related Topics:
List of available Template Settings.
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