In the new opening Templates and Add-ins dialog box, please check the Automatically update document styles option, and click the Attach button. In the Word Options dialog box, please (1) click Add-ins in the left bar, (2) select Templates from the Manage drop down list, and (3) click the Go button. Open the Word document you will apply template to, and click File > Options to open the Word Options dialog box.Ģ. Search for “Pipeliner Templates” and select the add-in.Please follow below steps to apply or change the Word template to your existing Word document.ġ. You first need to find and enable the Add-in so click on the Insert menu and then choose "Add-ins". Login to your Microsoft Office 365 account and open up a new document using Word. This article details creating and using a template in O365 Word but there’s a short Excel example which follows and the methods used are the same.
Users need to have either the OneDrive or Sharepoint Pipeliner integrations enabled in order to use “on-the-fly” editing. You can preview templates and edit them directly within the “Use Template” screen. You launch the template from the Documents tab of a record in Pipeliner and the add-in lets you save the completed file directly back to the Documents tab. You might create a letter or form template using Word or order or quote templates using Excel. The Pipeliner Templates add-in for Microsoft Office 365 Word and Excel allows you to embed Pipeliner fields within templates and then pull in the data from Pipeliner to complete the template outputting the result to Word, Excel or PDF.
Using a saved template from inside Pipeliner Select the Entity to use for your TemplateĮxample of creating a Quote Template using Word How to enable the Office 365 Pipeliner Templates add-in
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