Prerequisites
The basic requirement for editing and using templates is having MS Word installed on the client machines in order to create documents. In addition, the LEXolution Word Add-In must be installed on the clients (see the chapter Setting Up the LEXolution Word Add-In).
Integrating Templates
When LEXolution is delivered, a ZIP file (Vorlagen.zip) containing system and Word templates is provided. This file contains two folders, Systemvorlagen and Wordvorlagen, which must be made available on the LEXolution server. These folders must be copied into the shared document directory. A manual "Templates" subdirectory should be created for this purpose, since the LEXolution document directory is not used exclusively for templates.
🛈 Note
If the preconfigured system and Word templates are not used, you must delete all existing records in LEXolution under the System Templates and Word Templates views.
Setting Up System Templates
To set up the preconfigured system templates, follow these steps:
| Step | Action |
|---|---|
| 01 | Navigate to the document directory configured as described in the New Installation Guide and, if it does not already exist, manually create the "Templates" subdirectory. |
| 02 | Extract the provided system templates ZIP file into the templates directory you created. >> The preconfigured system templates will be located in the "Templates" directory. |
🛈 Note
Launch the LEXolution client and open the "System Templates" view.Run a spot check: select a system template from the list and open the document using the "Open" function in the ribbon. The document should open successfully in Microsoft Word with the preconfigured content.
Setting Up Word Templates
Follow these steps to do so:
| Step | Action |
|---|---|
| 01 | Navigate to the document directory configured as described in the New Installation Guide and manually create the "Wordvorlagen" subdirectory. |
| 02 | Extract the provided Word templates ZIP file into the templates directory you created. >> The preconfigured Word templates will be located in the "Wordvorlagen" directory. |
| 03 | Launch the LEXolution client and open the "Word Templates" view. >> The Word Templates view will contain three preconfigured records. |
| 04 | Select each record one by one and update the link in the "File" field to match the configured Word templates directory. >> All three preconfigured records have been updated. |
🛈 Note
Run a spot check: select a Word template from the list and open the document using the "Open" function in the ribbon. The document should open successfully in Microsoft Word with the preconfigured content.
This article has been automatically translated by an AI and may therefore contain errors.
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