Document Template Manager

This XrmToolBox tool allows you to download, upload, update and manage the Word and Excel document templates (developed by Jim Novak).

With the out-of-the-box functionality, there is no option to download the document template file associated with the existing Document Template and update/overwrite the contents of the existing Document Template.
To download/update the existing document template while maintaining the same GUID, you can use this tool to upload the document template files.
  • Tool Information
  • Blog Post 1, Blog Post 2
  • Functionalities
    • Download the document templates (Fig. 1, Pt. 2)
      • Load all system document templates in the environment (Fig. 1, Pt. 1)
      • Select the document template(s) to be downloaded (Fig. 1, Pt. 9)
    • Update the selected document template (Fig. 1, Pt. 3)
      • Select the document template(s) to be downloaded (Fig. 1, Pt. 9)
      • Upload the local file to overwrite the content
    • Upsert (Create/Update) multiple document templates (Fig. 1, Pt. 4)
      • Upload the local files to Create/Update
      • Review the list of files (Fig. 2)
        • Create Template - New files will be created as a new document template
        • Update Template - Files that match the name of the template will overwrite the existing document template
        • Ignore - Invalid document files or files with unknown file extension will be ignored
    • Edit the selected document template name and description (Fig. 1, Pt. 5) (Fig. 3)
    • Activate/deactivate the selected document template(s) (Fig. 1, Pt. 5) (Fig. 3)
    • Delete the selected document template(s) (Fig. 1, Pt. 5) (Fig. 3)
    • Additionally, the tool can
      • Show the properties for the selected document template (Fig. 1, Pt. 8)
      • Show the instructions and expand/collapse on double-click (Fig. 1, Pt. 10)

    Fig. 1 - Document Template Manager

    Fig. 2 - Review the List of Multiple Uploaded Files


    Fig. 3 - Edit Document Template

    This is part of the #TooLDR series where I test and review the tools for Power Platform. You can check out the information for the other tools on this page.

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