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How to export/import templates

This blog article outlines how to export/import existing Templates for DocumentsCorePack for MS CRM.

Templates can be imported/exported in the DocumentsCorePack Server Configuration. Open your DocumentsCorePack Server Configuration and choose the organization for which you want to import/export the templates.

Figure 1: Server Configuration for DocumentsCorePack

Figure 2: CRM Connection setup where user credentials can be set.

Select your organization and click on [OK]. 

Figure 3: Organization overview.

Select an organization to access the configuration. See screenshot above highlighted in yellow.
This action will open the DocumentsCorePack Server Configuration, there click on the General Settings tab. 

Figure 4: DocumentsCorePack Server Config

First, click on [Export All Templates] to export all Templates from your CRM-test system on your local computer. 

Figure 5: Export all templates

Select an existing folder or create a new one where all Templates will be exported out of CRM. 

Figure 6: Create a new folder/select an existing folder

This is necessary in order to import the templates. To do this click on the drop-down-button next to [Import DCP Templates] and select whether to import a folder or a file. 

Figure 7: Select folder/file

Figure 8: template-folder to be selected.

Figure 9: files to be selected.

Once you selected a folder or a file, you will see the following window:

Figure 10: Template Importer

Please do not close this window! It will be closed automatically when the import was successful.

Now the Templates are imported in MS Word and ready to use with a click on “Open Template”. See next screenshot:

Figure 11: Open Template

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.


Correct folder structure for exporting:

Incorrect folder path for exporting:

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