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.