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home/Knowledge Base/Template Designer(DCP)/Upload sample templates

Upload sample templates

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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.

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