This article outlines how to upload sample templates with the DocumentsCorePack Client. (Version 6.5 or higher)
Open an MS Word template and go to the “www.mscrm-addons.com”-tab ❶. Hit the “DocumentsCorePack Settings” ❷.
Figure 1: Open the DCP settings
This “DocumentsCorePack Settings“-window opens.
Figure 2: DocumentsCorePack Settings
Click on [Import] ❶ and DocumentsCorePack will start to upload sample templates automatically. In case the sample templates have already been uploaded, you will receive an according message.
Figure 3: Info message
Once finished, the sample templates are uploaded and ready for use. You can open them by a click on “Open Template”.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.