Overview One of fData’s features is the ability to retrieve data from virtually any data source. This is achieved by using dedicated plugins that are created to return data from a designated data provider (such as a SQL database, web service, or a particular product such as Microsoft CRM or HP Trim). To manage this(…)
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Create a Data Group based on a View in Microsoft CRM
Aims fData can be used very quickly to obtain information from Microsoft CRM. By using the Microsoft CRM plugin for fSeries, creating a view in MSCRM, and linking it to a Data Group, you can quickly get your data into fDocs outputs or fPanels presentations. Note: You must own the Microsoft CRM plugin for fSeries(…)
Locking fDocs Outputs
Aims You may have a need to secure your fDocs outputs so that they cannot be changed by end users. This quick guide describes two ways in which you can achieve this by either locking docx outputs, or by switching your output format to PDF. 1 Locking Word docx outputs This method allows you to(…)
Mail Merge Quick Guide
Introduction This document provides a step-by-step guide; concepts and principles are not explained here so you should use this guide in conjunction with our product documents. Say you want to output multiple copies of the same document/letter but each one personalised for different people. For example; a letter inviting all the members of the child’s(…)
Template Charts Quick Guide
Introduction This document provides a step-by-step guide. Concepts and principles are not explained here so you should use this guide in conjunction with our product documents. It is possible to incorporate a chart representation of table data from your DSD, in your template. The software will automatically perform the MS Word Chart function so that(…)
Using Macros in Templates
Aims You may have a need to place your own macros into templates so that when the end user generates a document your macro will fire – such as automatically running a spellcheck or other process. This guide assumes you already have knowledge of creating macros within Word Documents 1 Process Create your macro as(…)