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This editor allows you to develop DOCX and XSLX template templates in a more effient efficient way, since you can do it all at one place.

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1. First you need to fetch a Publishing template using the Fetch tool window.

2. Navigate to the PublishingTemplate folder and open the DOCX resp. (or XLSX) document in the folder you fetched and edit it any way you like.

3. Don’t forget to save the document and also close it. This is important, otherwise the file be locked by the MS Word or Excel application.

4. Navigate to the PublishingTemplate folder and locate template.json in the folder you fetched.

5. Select the object, e.g. Quote, by typing the name in the text field.

6. Tick Select “Deploy template before render” to deploy your changes on the partition. Note that it overwrites the existing version , so that (this is why it is not explicitely ticked selected by default).

7. Click DOCX resp. / XLSX or PDF icon to let the backend to render the document. It will be saved in the “.templates_rendered” folder and opened in respective the corresponding application.

8. Repeat the above steps until you are happy with the renderrendering.

9. Delete the temporary folder “.templates_rendered” with the rendered files.

10. Optionally, click the copy icon icon to copy the URL which can be used e.g. in dashboards or in a hyperlink.

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See also Publishing Templates - Handbook.