Publishing Templates Editor

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

Typical development cycle looks like this:

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

2. Navigate to the PublishingTemplate folder and open the DOCX (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. Select “Deploy template before render” to deploy your changes on the partition. Note that it overwrites the existing version (this is why it is not selected by default).

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

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

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

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

You can also use this editor to change properties of the publishing template, see Set Up Publishing Templates.

See also Publishing Templates - Handbook.