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Master Template

The Master template feature  allows you to manage the design of documents header and footer in a separate templates. So when the design changes you have to modify one template instead of each template. In your actual templates you just have set the master template which should be applied when the document is merged. This feature requires at least version 9.27 of the client and version 2017.193 of the server or service. 


Example: The template Account reconnected has set the Master Template PTM 

The created document contains the companies design in the header and footer.

  


Figure 1: Example 


1.       Set up your Master template for your company
Open a plain word document. 
Edit the header and footer according the companies design.
Save the document by using the Save template-option as a static template in your Dynamics 365.

 

Figure 2: Example Master template


2.      Assign the Master template to your normal templates
Open the template settings and go to the Master template setting on the General tab (1).
If you are not sure how to get to access to the template settings to set the
document subject please have a look at 
this article first.


You will find two settings in the Master Template group.
With the first setting Header/Footer (2) you can define which Master template should be applied for all header and footers in the document. The setting Separate Footer is optional if you want to set a different Master template for the footer.
To assign a Master template you can either type in the name of the Master template or click on the button to open the lookup dialog.

 


Figure 3: Master template settings


3.       Save your template

Before you can use or test your template you have to save it.
Either you save your template locally with the standard Save or Save as
a functionality of Word or you use the Save template-option of the
DocumentsCorePack client in order to publish the template to Dynamics 365.


4.      Test your template [optional]
As you have made changes to your template you might want to test them quickly.
A step by step description of how to test your template can be found 
here.

PLEASE NOTE:
- Design also the first page and even/odd header/footers in the Master template otherwise those sections will be blank in the result document  
- The size of the header/footer in the Master template shouldn’t be bigger than the page margin of the main template. Otherwise it will shrink the document body size in the output document. There is no setting to limit the size of the header/footers.

- Format styles of the Master template are not merged into the main template. Text formatting made in the Master template without the use of format styles will be displayed correctly. If you like to work with format styles in the Master template please make sure that they exists in each template. 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 




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