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Managing and configuring document templates

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

You have two options for configuring document templates:

Option 1: Configuring in the configuration interface 

  1. Enable the document templates with Enable document templates.

  2. Under Template module, select spcopy.

Option 2: Extended configuration in the JSON file 

  1. In the configuration interface, click Extended configuration to open the JSON file.

  2. Create a new range starting with { and ending with }.

  3. Enter the value true for the active parameter to enable the document templates.

  4. Enter the value spcopy for the engine parameter.

You have two options for managing templates:

  • Using templates from a SharePoint library

  • Complex generation of documents with dox42

Option 1: Using document templates from a SharePoint library 

You can use document templates from a SharePoint library Create the templates in the SharePoint library.

This is how it works 

  1. Navigate to the SharePoint site of your d.velop contracts for Microsoft 365 instance.

  2. Open the ecsContractDocumentTemplates document library under Site contents.

  3. Upload a document or create a new document. Please note the following information:

    1. Uploading a document: Edit the document’s metadata and ensure that the ecsContractDocumentTemplateContentType content type is selected.

    2. Creating a new document: Select the ecsContractDocumentTemplateContentType content type.

  4. If necessary: In the document template metadata, define for which contract types the template will be available. If the list of contract types is empty, the document template is enabled for all contract types.

  5. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.

Option 2: Generating document templates with dox42 

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

Configuring in the configuration interface - This is how it works 

  1. In the Server URL text box, add the URL to your dox42 installation. The dox42 templates are displayed in a table.

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

    • Creating a template

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

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

      • 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.

    • Editing a template

      1. Select a template from the table.

      2. Click on Edit.

      3. Edit the desired information.

    • Deleting a template

      1. Select a template from the table.

      2. Click on Delete.

Configuring in the JSON file - 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. Add a node "config".

  4. In the "config" node, add a "dox42" node.

  5. Under "serverUrl" add the URL for your dox42 installation.

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

    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"
                }
            ]
        }
    }
}