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Upload sample templates
On November 7, 2013 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan Jin Yan

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)

Open MS Word and go to the www.mscrm-addons.com- tab. There, click on “Settings”. 

image

Figure 1: Open the DCP settings

The following window appears. 

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Figure 2: DocumentsCorePack settings

Within the DocumentsCorPack Settings window click on [Import] (see screenshot above highlighted in yellow). DocumentsCorePack will start to upload sample templates automatically. For the case that the sample templates have already been uploaded, you will receive an according 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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Tagged With: 2011, 2013, 2015, 2016, Client, DCP, DocumentsCorePack, template, Word

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