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Hi, I am trying to update the existing word document templates, how can I download the existing ones?
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Hello,
You can't download directly the Word Templte throught the application.But you can use a plugin in the XRMToolBox called : Document Template Manager -- //www.xrmtoolbox.com/plugins/Futurez.Xrm.Tools.DocTemplateManager/
You will be able to download, modify and re-import your template.
Hi,
the links below can help you to create new word template:
Use Word templates to create standardized documents
To Change the existing word or excel templates:
Settings > Templates > Document Templates
from View you can Sort by file type and delete it after new template created.
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