This blog article outlines how to import, export, & transfer templates using the DocumentsCorePack Online Service Configuration. For further information on the DocumentsCorePack Online Service Configuration, please have a look at this video.
The DocumentsCorePack Online Config offers many useful functionalities, such as importing, exporting, and transferring templates. This step-by-step tutorial outlines how to use them properly.
1. Login to www.mscrm-addons.com, go to My Account and then Manage Services.
2. Select the ❶ service that you want to import/export your templates from and click on the ❷ import/export documentscorepack templates button.
3. This opens the Template Management window, which allows you to import, export, and transfer templates, as you can see below.
❶ Import templates
Please click on the Import button if you would like to import DCP templates. You may select multiple *.docx/ *.docm/ *.dot templates or *.zip files containing multiple templates. You can also drag and drop files from the explorer to this dialog. Furthermore, you will be asked to specify how to proceed with the templates you import if they already exist in the system. You can choose from the following three options: Overwrite, Create new, and Skip. These options are also available if you want to transfer a template.
The template GUID stays the same.
2) Create new
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.
All existing templates will be ignored. Only new templates will be imported.
❷ Export templates
Click on the Export button to export all DCP templates as *.zip-files.
Please note: During the export, the GUID of the template record is added to the document name. The GUID is a unique alphanumeric code that is assigned to each template. It is important to retain the GUID associated with a template during the export process because it acts as a unique identifier, preserving the template’s identity and connections. It’s essential not to modify the GUID during the export/import process to guarantee the seamless operation of templates within your system.
❸ Transfer templates
You have the option to move templates to another organization. Select the organization where you want to transfer your templates and click on the Transfer button. If a template already exists, you can choose from the options Overwrite, Create new, and Skip, as previously explained.
IMPORTANT: To make sure that the templates are extracted correctly, make sure you do not export to a folder that has many subfolders. The maximum length should not be over 260 characters.
Correct folder structure for exporting:
Incorrect folder path for exporting:
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