Setting Up Word and System Templates

Integrating Templates

The basic requirement for integrating templates is an installed version of MS Word on the client. In the delivery directory, there are two zip files available containing system and Word 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. Follow these steps:

🛈 Note

Setting up Word templates
Follow these steps: |Step|Action| |—|—| |01|Go to the document directory configured as described in Chapter 2.4 and manually create the subdirectory "Word Templates".| |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 quick 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.