This article outlines how to use the “Insert Static Document”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a static document that is located in a save location of your CRM.
Click here to read more about the functionalities of the “Insert”-button.
The difference between [Insert as Document] and [Insert Static Document]:
- [Insert as Document]: every document added as an annotation within your CRM-record can be added in your Open Office XML template (.docx).
- [Insert Static Document]: every document in your DocumentsCorePack Save Location can be inserted in your Open Office XML template (.docx).
Possibilities to use “Insert Static Document”
There are two different ways to use “Insert Static Document”:
a) Insert as “Just Text – Document”
b) Insert a “DCP-Template Document” which must be filled with CRM-Data
HOW TO: a) insert as “Just Text – Document” – step-by-step description
1) Select a Document and save it into your CRM-Save location.
You can do this by add it directly into the SharePoint/Fileshare or you can save it via the “Save Template” within the “www.mscrm-addons.com”-tab in the ribbon.
1 Step: Open DCP-Template
Open your previously created template and click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.
Figure 1: DocumentsCorePack Task Pane
2 Step: Choose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshot below. In our case we chose “Insert Static Document”.
Figure 2: Insert static document
3 Step: The Insert Static Document Window
Once you click “Insert Static Document” the following window appears (see next screenshot). In this window activate the checkbox and click on the “Select the document to insert…” field.
Figure 3: Field properties
4 Step: Select a document
Now select your previous saved document and click on ok. After that your template will be inserted.
Figure 4: Select a template
Now you have to merge the template. For more information about “How to merge a document” please click here.
HOW TO : b) insert a DocumentsCorePack-Template Document into a Template, step-by-step description
1 Step: Open DocumentsCorePack-Template
Open your previously created template and click at “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.
Figure 5: DocumentsCorePack TaskPane
2 Step: Choose from several Insert options
Now click on the arrow next to the insert button. This action will open the window you see in the screenshot below. In our case we chose “Insert Static Document”.
Figure 6: Insert Static Document
3 Step: The Insert Static Document Window
Once you click “Insert Static Document” the following window appears. In this window click on the “Select the document to insert…” field.
Figure 7: Field properties
4 Step: Select a document
Now select your previous saved document and click on ok. After that your template will be inserted.
Figure 8: Select a template
Click ok and your template will be merged with CRM-Data and inserted into the final document.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.