Requirements
The basic requirement for editing and using templates is that MS Word must be installed on the clients in order to create documents. Additionally, the Lexolution Word AddIn must be installed on the clients (see the chapter Setting up Lexolution WordAddIn).
Integrating Templates
When Lexolution is delivered, a zip file (Vorlagen.zip) containing system and Word templates is provided. This file contains two folders, System Templates and Word Templates, which need to be made available on the Lexolution server. These folders must be copied into the shared documents directory, and for this purpose, a manual "Templates" directory should be created, since the Lexolution documents directory is not used exclusively for templates.
🛈 Note
If you do not use the preconfigured system and Word templates, you must delete all existing records in the System Templates and Word Templates views in Lexolution.
Setting up System Templates
Here's how you can set up the preconfigured system templates. Please follow these steps:
| Step | Action |
|---|---|
| 01 | Go to the documents directory configured as described in the Installation Guide for New Installations and, if it doesn't already exist, manually create the "Templates" subdirectory. |
| 02 | Unzip the provided system templates zip file into the created Templates directory. >> The preconfigured system templates are located in the "Templates" directory. |
🛈 Note
Start the Lexolution Client and open the "System Templates" view.Do a spot check: select a system template in the list and open the document using the "Open" function in the ribbon. The document will open successfully in Microsoft Word with the preconfigured content.
Setting up Word Templates
Please follow these steps:
| Step | Action |
|---|---|
| 01 | Go to the documents directory configured as described in the Installation Guide for New Installations and manually create the "Word Templates" subdirectory. |
| 02 | Unzip the provided Word templates zip file into the created Templates directory. >> The preconfigured Word templates are located in the "Word Templates" directory. |
| 03 | Start the Lexolution Client and open the "Word Templates" view. >> There are three preconfigured records in the Word Templates view. |
| 04 | Please select each record one after the other and adjust the link in the "File" field to match the configured Word Templates directory. >> All three preconfigured records have been updated. |
🛈 Note
Do a spot check: select a Word template in the list and open the document using the "Open" function in the ribbon. The document will 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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