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How to import & export templates using the DocumentsCorePack Online Service Configuration

Our DocumentsCorePack (DCP) Online Service Configuration allows users to configure DCP easily online. For further information on how to configure DCP Online, please have a look at our DCP Online Configuration video. 

The DCP Online Config offers lots of useful functionalities, such as for example insert/export templates or installs non-default fonts. This step-by-step tutorial outlines how to use them properly.

1. Login to www.mscrm-addons.com, go to My Account and then My Cloud Service. 

2. Select the service that you want to export/import your templates from ❶ and click on the [Export/Import]-button 

3. This opens the Template Management window, which allows you to import/export templates and to install non-default fonts.

Please click on the [Export]-button ❶ in order to export all DCP templates as .*zip-files.

Click on the [Import]-button ❷ if you would like to import DCP templates. You may select multiple *.docx/ *.docm/ *.dot templates or *.zip files containing multiple templates. Furthermore, you will be asked to specify how to proceed with the templates you import, but that already exists in the system. You have the possibility to select between the following three options:

1) Overwrite
The template GUID stays the same. 

2) Import the new version
The 'old' version will be kept with the 'old' template GUID and the 'new' version of the template will be imported with a 'new' template GUID. 

3) Ignore
All existing templates will be ignored. Only new templates will be imported. 

Files can also be dragged and dropped from the Explorer to this dialog. Furthermore, if your templates are using fonts which are not installed by default, you may upload and install your fonts into your DCP instance with a click on the [Upload Font]-button 

Figure 2: Template management-window

IMPORTANT: Should the templates not be extracted correctly, make sure you do not export to a folder that has a lot of subfolders. The maximum length should not be over 260 characters. 

Examples:

Correct folder structure for exporting:
C:\temp\DCP_Templates

Incorrect folder path for exporting:
C:\Users\MyUSerAccount\Documents\CRMData\DocumentsCorePackTemplates\28_11_2017\DCP_Templates

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




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