---
title: "Configure and Use CRM OneClick Generator"
---

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## Purpose Summary

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.

![using-and-configuring-crm-oneclick-word-document-generator-1](1)

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

![using-and-configuring-crm-oneclick-word-document-generator-1](2)

- 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.

![using-and-configuring-crm-oneclick-word-document-generator-3](3)

## 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.

![using-and-configuring-crm-oneclick-word-document-generator-4](4)

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

![using-and-configuring-crm-oneclick-word-document-generator-5](5)

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

![using-and-configuring-crm-oneclick-word-document-generator-6](6)

## Configure OneClick Buttons and use them

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

![using-and-configuring-crm-oneclick-word-document-generator-7](7)

- 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.

![using-and-configuring-crm-oneclick-word-document-generator-8](8)

- 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.

![using-and-configuring-crm-oneclick-word-document-generator-9](9)