News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to import, export & transfer templates using the DocumentsCorePack Online Service Configurationhttps://www.mscrm-addons.com/Blog/PostId/10232/how-to-import-export-transfer-templates-using-the-documentscorepack-online-service-configurationDocumentsCorePack (DCP),DCP 365Tue, 17 Sep 2019 15:51:44 GMT<p style="text-align: justify;">This blog article outlines how to import, export and transfer templates using the DCP online service configuration.<span style="background-color: #fcfcfc;">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&nbsp;</span><a href="https://youtu.be/J-9RXqlSx04" target="_blank">DCP Online Configuration&nbsp;</a><span style="background-color: #fcfcfc;">video.&nbsp;</span><span style="background-color: #fcfcfc;">​</span></p> <p style="background-color: #fcfcfc; text-align: justify;">The DCP Online Config offers lots of useful functionalities, such as for example import, export and transfer templates. This step-by-step tutorial outlines how to use them properly.</p> <p style="background-color: #fcfcfc; text-align: justify;">1. Login to www.mscrm-addons.com, go to My Account and then My Cloud Service.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">2. Select the <span style="background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❶&nbsp;</span>service that you want to&nbsp;<span style="background-color: #fcfcfc;">import</span>/export your templates from&nbsp;and click on the&nbsp;<span style="background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❷</span> <strong>[import/export documentscorepack templates]</strong>-button&nbsp;.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select service to import/export templates " href="/Portals/0/Blog/How_to_import_export_transfer_templates_using_the_DCP_online_service_configuration/Figure1.png"> <img alt="Select service to import/export templates" width="531" height="159,5" class="img-responsive" src="/Portals/0/Blog/How_to_import_export_transfer_templates_using_the_DCP_online_service_configuration/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Select service to import/export templates</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">3. This opens the Template Management-window, which allows you to import, export and transfer templates as you can see below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Template Management window " href="/Portals/0/Blog/How_to_import_export_transfer_templates_using_the_DCP_online_service_configuration/Figure2.png"> <img alt="Template Management window" width="365" height="365" class="img-responsive" src="/Portals/0/Blog/How_to_import_export_transfer_templates_using_the_DCP_online_service_configuration/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Template Management window</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #0077b3;"><span style="font-size: 24px;">❶</span> Import templates</span>&nbsp;<br /> Please click on the <strong>[Import]</strong>-button&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">if you would like to import DCP templates. You may select multiple *.docx/ *.docm/ *.dot templates or *.zip file containing multiple templates.&nbsp;<span style="text-align: justify;">​</span>You can also drag and drop files form the explorer to this dialog.&nbsp;</span><span style="background-color: #fcfcfc;">Furthermore, you will be asked to specify how to proceed with the templates you import, if that already exists in the system. You have the possibility to select between the following three options, as you can see in the figure below. These options are also available if you want to transfer a template.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Options on how to proceed if template already exists " href="/Portals/0/Blog/How_to_import_export_transfer_templates_using_the_DCP_online_service_configuration/Figure3.png"> <img alt="Options on how to proceed if template already exists" width="404" height="418" class="img-responsive" src="/Portals/0/Blog/How_to_import_export_transfer_templates_using_the_DCP_online_service_configuration/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Options on how to proceed if template already exists</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><strong>1) Overwrite</strong><br /> The template GUID stays the same.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><strong>2) Create new</strong><br /> 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.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><strong>3) Skip&nbsp;</strong><br /> All existing templates will be ignored. Only new templates will be imported.</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #0077b3;"><span style="font-size: 24px;">❷</span><span style="background-color: #fcfcfc;">&nbsp;</span>Export templates<br /> </span><span style="background-color: #fcfcfc;">Please click on the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc;"><strong>[Export]</strong></span><span style="background-color: #fcfcfc;">-button</span><span style="background-color: #fcfcfc; color: #366092;">&nbsp;</span><span style="background-color: #fcfcfc;">in order to export all DCP templates as .*zip-files.</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="background-color: #fcfcfc;"><span style="color: #0077b3;">Transfer templates&nbsp;<br /> </span>You have the posibility to move templates to another organization. Select the organization where you want to transfer your templates to and click on the <strong>[Transfer]</strong>-button. If a template already exists, you can choose as explained before between overwrite, create new and skip.&nbsp;</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: red;"><strong>IMPORTANT</strong></span><span style="color: red;"><strong>:</strong> 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.</span>&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc; text-align: justify;"><span><strong>Examples:<br /> </strong></span>Correct folder structure for exporting:<br /> <strong>C:\temp\DCP_Templates</strong></p> <p style="background-color: #fcfcfc; text-align: justify;">Incorrect folder path for exporting:<br /> <span><strong>C:\Users\MyUSerAccount\Documents\CRMData\DocumentsCorePackTemplates\28_11_2017\DCP_Templates</strong></span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><strong>​<br /> <span style="background-color: #fcfcfc;">That's it!</span></strong><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.&nbsp;</span></span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">​</span></p>10232