This blog article outlines how to import, export, and transfer templates using the DocumentsCorePack Online Service Configuration. For further information on the DocumentsCorePack Online Service Configuration, please have a look at this video.
Accessing the Templates tab
Step 1: Login to www.mscrm-addons.com, navigate to My Account and then Manage Services. The Administration Portal opens. Select the DCP Service Admin area.
Step 2: Select the ❶ service that you want to import/export your templates from.
Step 3: Click on the Templates tab. The Template Management window opens, which allows you to import, export, and more, as shown in the following figure.
Template Management Options
❶ Import: Click on the Import section to import DocumentsCorePack 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 into this dialog.
Furthermore, you will be asked to specify how to proceed with the templates you want to import if they already exist in the system. You can select from Overwrite, Create new, or Skip.
- Overwrite: The template GUID stays the same.
- 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.
- Skip: All existing templates will be ignored. Only new templates will be imported.
❷ Export templates: Please 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.
IMPORTANT: To ensure that the templates are extracted correctly, make sure you do not export to a folder that has many subfolders. The maximum path length should not be over 260 characters.
- Examples:
- Proper path length for exporting:
- C:\temp\DCP_Templates
- Improper path length for exporting:
- C:\Users\MyUSerAccount\Documents\CRMData\DocumentsCorePackTemplates\28_11_2017\DCP_Templates
- Proper path length for exporting:
❸ Copy to Dataverse: This option allows you to combine exporting and importing into one step. You can choose which other Dataverse environment you would like to export the DocumentsCorePack templates into. Use this option when you want, for example, to export your templates from your QA into production.
❹ Cloud Backup: You can back up your templates on a scheduled interval to your Azure Blob Storage. We highly recommend setting up a cloud backup of your DocumentsCorePack templates.
Template backups can be managed in the ❶ Configure tab, as shown below. Here, you can ❷ enable scheduled template backups and decide on the ❸ interval in days. Make sure to set your ❹ Azure Blob Storage SAS Url. Optionally, you can set the ❺ folder and ❻ filename. You can view your backups in the ❼ View Template backups tab.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.