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home/Knowledge Base/Template Designer(DCP)/The [Insert Field] button in DocumentsCorePack Template Designer

The [Insert Field] button in DocumentsCorePack Template Designer

1186 views 1 Updated on June 5, 2023

This article provides an overview of the features of the ❶ Insert Field button located at the bottom of your DocumentsCorePack TemplateDesigner. When you click on the button, it automatically inserts the chosen field directly into your document. By utilizing the ❷ drop-down menu, you can select and insert specific types of fields into your template.

The Insert Field button
Figure 1: The Insert Field button

Below, you will find a list of articles that describe the various functionalities.

Root elements

  • Insert as Picture-Field
  • Insert as Picture-Link-Field
  • Insert as Document
  • Insert as HTML
  • Insert as Inspection
Root elements
Figure 2: Root elements

Insert Static Item

  • Static Document
  • PageBreak
  • Remove Empty Lines
  • Join Tables
Static Item
Figure 3: Static Item

Insert Computed Item

  • QR Code
  • Advanced String
  • Calculated field
  • Hyperlink
  • Condition field
  • Prompt Field
  • DateTimeField
Computed Item
Figure 4: Computed Item

Insert e-Signing Items

  • Insert DocuSign Item
  • Insert AssureSign Item
  • Insert AdobeSign Item
Insert e-Signing Items
Figure 5: Insert e-Signing Items

Find here a List of available Template Settings.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com

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