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home/Knowledge Base/DocumentsCorePack(DCP)/DocumentsCorePack Template Designer – Getting Started

DocumentsCorePack Template Designer – Getting Started

45094 views 8 Updated on January 15, 2025

The DocumentsCorePack Template Designer is a Microsoft Word extension that allows the creation & design of document templates used by DocumentsCorePack.

  • Download: Get the DocumentsCorePack Template Designer
  • Installation: Template Designer Installation Guide
  • Handbook: Template Designer User Guide

Step-by-Step Video: Installation of the DocumentsCorePack Template Designer

Build your first DocumentscorePack template:

  • Basics: How to create a DocumentsCorePack Template
  • Relationships: Resolving relationships
  • Document Name: Define pretty document names for generated documents
  • Test: How to test a DocumentsCorePack template
  • Getting Started with DocumentsCorePack TemplateDesigner
  • Sample templates

Step-by-Step Video: Create a quote template

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