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Managing document templates

In the Document templates area, define whether new documents can be added to contracts from templates.

There are two options for managing templates:

  1. Copying templates from a SharePoint library.

  2. Support of complex document generation with dox42.

There are two options for activating the document templates. You can choose between the configuration interface or the advanced configuration (JSON file).

Choosing between the two options for configuring document templates - This is how it works

  1. Initially you will be offered the configuration interface.

  2. Activate the Advanced configuration via the radio button.

    The JSON file for configuration opens.

Configuring the document templates within the configuration interface - This is how it works

  1. Use the Enable document templates checkbox to control the availability of the document templates feature.

  2. Use the drop-down list to select the module.

    1. Select spcopy to use document templates from a SharePoint library.

    2. Select dox42 to generate document templates with dox42.

Document generation with dox42 - This is how it works

  1. In the Server URL text box, add the URL to your dox42 installation.

    The dox42 templates are listed in a table.

  2. Create new templates or edit or delete existing templates.

    1. Creating a template

      1. Use the Title text field to define the title displayed in the application interface.

      2. Use the URL text field to define the URL to the document in the SharePoint library.

      3. Use the File extension text field to define the file extension of the file to be generated. This file extension must be supported by dox42.

    2. Editing a template

      1. Select a template from the table.

      2. Click on Edit.

      3. Edit the desired information.

    3. Deleting a template

      1. Select a template from the table.

      2. Click on Delete.

Configuring document templates within the JSON file - This is how it works

  • Control the availability of the Document templates function with the "active" parameter and the value true or false.

Copy from a SharePoint library

You can use document templates from a SharePoint library

This is how it works

  1. Create a new range starting with "{" and ending with "},".

  2. Use the "engine" parameter to select the "spcopy" value.

Document generation with dox42

You can generate document templates with dox42. For setup and configuration of your dox42 server, contact your dox42 partner.

This is how it works

  1. Create a new range starting with { and ending with },.

  2. Select the value "dox42" via the "engine" parameter.

  3. Configure the available dox42 templates:

    1. Add a node "config".

    2. Add into it a node "dox42".

    3. For the "serverUrl", add the URL to your dox42 installation.

    4. Add a list "templates" for the templates. For each template you need to define:

      1. The title to be displayed in the application interface via "title".

      2. The URL to the document in the SharePoint library via "url".

      3. The file extension of the file to be generated via "targetExtension". This file extension must be supported by dox42.

dox42 example configuration

{
    "active": true,
    "engine": "dox42",
    "config": {
        "dox42": {
            "serverUrl": "https://demo.dox42.online",
            "templates": [
                 {
                    "title": "NDA",
                    "url": "https://demo.sharepoint.com/sites/dvelopcontracts365/dox42Templates/NDA-Template.docx",
                    "targetExtension": "pdf"
                },
                {
                    "title": "Customer Agreement",
                    "url": "https://demo.sharepoint.com/sites/dvelopcontracts365/dox42Templates/Customer-Agreement.docx",
                    "targetExtension": "docx"
                }
            ]
        }
    }
}