This article is linked to Working with the Template Designer since these two Document Properties and Custom Document Properties can be implemented via the Template Designer.
The prerequisite for using these features are Dynamics Version 1.6 or higher.
Templafy has the ability to edit predefined Document Properties and create entirely new Custom Document Properties. You can set the values of these following document properties:
- Title
- Subject
- Creator (Author)
- Manager
- Company
- Category
- Keywords
- Comments (Description)
- Hyperlink Base
Where these specific properties the exact same properties in Office:
The Property Value for Document Properties can be:
- Static text: e.g. "Hello World"
- Form binding: e.g. {Form.Date}}
- User profile binding: e.g. {{UserProfile.Name}}
- Multiple bindings and multiline value (see below:
Input (Property Values) examples:
Title:
{{Form.Title}}
Subject:
Document Subject
Creator:
{{UserProfile.Name}}
Category:
Multiline
Document
Category
Description:
Comment should preserve the multiline
{{UserProfile.LEgalEntity.Office}}
{{Form.Date}}
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