Using and Configuring CRM OneClick Word Document Generator

What is this page about?

This page explains how to use and configure the CRM OneClick Generator for quick document creation.

Create Template and Add in CRM

• Open word and create a template.
• Insert MailMerge fields for data coming from CRM.

• Make sure that the Field name matches exactly with the CRM field.
• Templates are specific to use with individual entity.

• Once the Template is created, Open OneClick Word Configuration entity in CRM and Create a New record.
• Give the name of the template, select entity the template is defined for and attach the created document in the attachment.

Generate Document from Ribbon Button

• Open Record where you want to generate document. (Make sure a template is already attached in the configuration for that entity)
• Click OneClick Word button from the ribbon.

• From the Popup: Select template, Output Format, File Name and Action.

• Check the Downloaded file or Notes, on basis of the selection.

Configure OneClick Buttons and use them

• In Order to use OneClick Button directly from Form, Open Form Customization.

• Insert WebResource where you want to add OneClick Buttons.
• Select OpenButtonPage in Webresource and give it a Name.
• Configure the Buttons in Data field in the following sample.

• Use separate line for each button and use the following syntax:
  • Syntax: <Template Name> | <Action: Download/Note> | <Output Format> | <Output FileName>
  • Example: Demo | Download | docx | My Downloaded File
• Save and publish the customization.
• The button is available on the form.