DocumentsCorePack for Business Central (Closed Beta)

New Features

• Faster document generation for templates with subtemplates and large tables: The new AutoMerge SettingsKey TemplatePerformanceOptions turns on performance options via JSON. The template property WMMTemplatePerformanceOptions sets the same options per template and takes precedence over the setting. Without setting and property, behavior is unchanged. In tests, templates with subtemplates were generated 47–86 % faster (21498, 21499, 21549).
  • The following options can be enabled:
    • FastTableRows: Faster processing of table rows; turns on RemoveRsidOnce, SubTablesOncePerRow and TableRowNodeLookup together (see expert options below).
    • SubTemplateBatchFetch: Loads the data of similar subtemplates with one query instead of one query per row.
    • TableBatchFetch: Loads tables of a template that differ only in one condition value with one query.
    • SkipGcInSubRuns: No memory cleanup in subtemplates, only in the main document.
    • LeanSubRuns: Subtemplates skip steps that are only needed for the main document.
  • Example:
    • {“FastTableRows”: true,  “SubTemplateBatchFetch”: true,  “TableBatchFetch”: true,  “SkipGcInSubRuns”: true,  “LeanSubRuns”: true}
  • The following expert options can be enabled (optional, only needed to change the defaults):
    • RemoveRsidOnce: Removes RSID attributes once at the end instead of after each table (default: value of FastTableRows).
    • SubTablesOncePerRow: Looks up nested tables once per row instead of once per field (default: value of FastTableRows).
    • TableRowNodeLookup: Reads table values directly from the current data row (default: value of FastTableRows).
    • SubTemplateBatchMaxIds: Maximum number of records per subtemplate batch query (default 200).
    • TableBatchMaxValues: Maximum number of values per table batch query (default 100).
  • A dedicated option overrides FastTableRows for its own part, so single parts can be turned on without FastTableRows or turned off while it is on.
• Template Caching: DCP can now keep frequently used templates in memory instead of loading them from Dynamics 365 for every document. This speeds up merges, especially for bulk runs and for large templates with header and footer master templates. Templates are checked for changes before each use, meaning the latest versions are always used (17139, 21584, 20028, 21564).
  • To use this feature, the following SettingsKey must be added:
    • Name: TemplateCachingConfiguration
    • Key Value: {“Enabled”: true}
      • Note: The key value is a JSON object.
    • Product: AutoMerge
  • The following options can be added to the JSON object:
    • MaxCachedEntries: Default value: 10. Represents how many templates are kept in memory.
    • AdditionalTrackedEntries: Default value: 5. Represents how many further templates are watched and cached once they are used again.
    • InactivityDecaySeconds: Default value: 7200. Templates not used for this long are dropped from memory.
    • MinTemplateBytes: Default value: 0. Templates smaller than this are not cached. Recommended value: 256000.
    • RevalidationSeconds: Default value: 0 (off). Skips the change check for this many seconds when the same user merges the same template again. Helps with repeated merges, but a template edited in that window shows up only after it ends.
    • TrustWithinBatch: Default value: true. Documents created in one batch check a template only once.
    • BatchIdleSeconds: Default value: 300. How long a batch stays open without activity before templates are checked again.
• Bookmark Options in PDFs: Generated PDFs can now be generated with bookmarks/table of contents, with configurable settings such as the outline level for bookmarks, how many heading levels to include, whether headings inside tables get their own outline entries, and how header/footer bookmarks are exported. This can be configured globally, per template, or per merge request (20693, 20795).
  • To use this feature, the following SettingsKey must be added:
    • Name: BookmarkOutlineOptions
    • Key Value: {“DefaultBookmarksOutlineLevel”:2,”HeadingsOutlineLevels”:3,”CreateOutlinesForHeadingsInTables”:true,”HeaderFooterBookmarksExportMode”:”All”}
    • Product: AutoMerge
  • Alternatively, this feature can also be used via Word Property:
    • Name: WordMailMergeBookmarkOutlineOptions
    • Value: Same as key value above

General Updates/Improvements

• Charts: Previously, charts used “0” to represent when a row had no data, causing lines to drop to zero in line charts.  Empty values can now be left empty, so the chart shows no data point instead (20555).
• DCP Dialog: When generating a document via the DCP Dialog and a password protected document is part of the process while editing is enabled, an error will occur during the process.  The error message that is displayed has been improved to assist the user in troubleshooting (20539, 20652).
• DocuSign: Implemented a token validation check to assist in troubleshooting (20784)
• Template Import Manager: Added support for “ptm_file” column (19513).
• Printix: Added a scaling option (20967).
• Document Tooling: Implemented a fallback case in the event an error occurs when attempting to load a library critical to the document generation process (19574).
• DCP Fields are now converted to plain text after merge, while other content controls (e.g. rich text, combo boxes, and date pickers) remain editable (20416).
• When a fetch fails, the error message now specifies the affected template/subtemplate at the start of the message, staying visible even if the Template Designer truncates the message (21769).
• Reduced MSAL token timeout from 5.5 hours to 60 seconds (21314).
• Excluded document password from document properties XML (20540).
• Optimized the template import process when creating a new service (18330).
• Improvements to error handling (21423).
• Finalizing licensing setup for public release (20861, 20936, 20860, 21080, 21129, 21474, 21038).
• DocumentsCorePack will now gather language-specific settings from Business Central (20935).

Bug Fixes

• Printing PDFs with mixed page orientations: Previously, when generating and printing a PDF via the same working item, PDFs with mixed page orientations would be generated correctly, but be printed always in portrait format.  Now, mixed page orientation PDFs printed in this way will be printed in the correct format (20532).
• ZUGFeRD: Fixed an issue where hyperlinks in ZUGFeRD PDFs caused an error when validating the file (19290).
• Template Export: Fixed an issue where a summary text file was missing from the exported template .zip file (17029).
• DocuSign/AdobeSign: Fixed an in-person signing crash for signers with a shared or no email; each link now carries the signer’s name (20904).
• Inspections: Previously, after creating an inspection with a question that utilizes two radio buttons and a second question whose visibility is determined if the second radio button is selected, the second question would remain hidden.  This has been fixed (19997).
• Service Configuration: Fixed a rare issue where completed working items would not have their status message properly updated (11252).
• Document Tooling:
  • Fixed an issue where Document Tooling was not initialized when using the DCP plugin/an OnPremise environment (19638).
  • Fixed an issue where switching to an older Document Generation Component would cause an unexpected error (20876).
• PDF Form Fields: Fixed an issue where PDF form fields would lose their configured width in the result PDF (20875).
• Join Tables:
  • Fixed an issue where, when a table header content control contained the cell, inserting the helper control for the “Join Tables” layout fix threw an error, so the fix wasn’t applied (20610).
  • Fixes for other table layouts when tables are merged with a “Join Table” field (20785).
  • Fixed an issue where tables combined with a “Join Tables” field would be misaligned when converting to a PDF (21298).
• Fixed an issue where an error would occur if a subtemplate was nested inside multiple conditions (20810).
• Fixed an issue where HTML bullet point lists were converted to numbered lists (18306).
• Fixed an issue where a project file still referenced old assembly versions (20871).
• Fixed an issue where a “Retrieve Multiple” operation on the “annotation”/”ptm_mscrmaddons_dcptemplates” entity did not return a value for the “modifiedon” field (19972).

Released: 06.11.2026