Document templates are a great way for an organisation to apply consistency to the documents it creates and sends to customers. For example, a company may wish all of its outgoing documentation to use a standardised letterhead.
SharePortals allows organisations to provide their SharePortals users with customised document templates that make creating consistent documentation quick and easy.
Let’s look at how we would implement the example given above, i.e. adding a document template for a company letterhead. We specifically want to provide this as a document template for documents related to opportunities in SharePortals.
- Firstly, create the company letterhead template itself in Microsoft Word. Save the template locally as a .docx file.
- Browse to your SharePortals site and navigate to the record list you want to create the document template for (e.g. Contacts, Accounts, Opportunities etc.) and click SharePoint button at the top-right of the list to view it in SharePoint.
- Click the Upload button on the SharePoint list menu, then Template, and choose your .docx template saved locally earlier.
The new document template is now ready to use in SharePortals. Return to SharePortals and open a record of the modified record type. Click its Documents association tab, then New and check the document templates available. You should see that your new document template has been added:
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