Template editing and storing

Applies to JungleDocs for SharePoint 2010-2019.
For a similar tutorial for JungleDocs for Office 365, click here.

JungleDocs works with templates. That is why it is important to be able to modify your document templates to fit your needs. In this tutorial, you will learn how to modify your document templates.

For better manageability, we recommend to create a sound content type structure. However, if you do not use content types you will still be able to modify document templates.


To modify an existing template

1. Navigate to the source list or library that you will use to create your documents and reports. Then, launch JungleDocs and select the rule you want to edit the template for. Click on the drop-down menu arrow and click Edit template.

If you want your template to have content controls which could be filled automatically with SharePoint data, click  Generate sample document. This will open a sample document containing all of the content controls that are available for that content type or list. 

2. Click Edit template and make changes to the layout, content etc.

3. Copy the content controls you need from the sample document to the template, if necessary.

4. Save the changes. Your template is now ready to use!


To modify a custom template

1. Navigate to the source list or library that you will use to create your documents and reports. Then, launch JungleDocs and select the rule you want to edit the template for. Click on the drop-down menu arrow and click  Edit template.

2. On the Document template section, select Custom template and click Manage Custom Template.

3. You will be given two options: either to specify the URL of an existing document in your SharePoint or to upload a new document from your machine.

Note: uploaded documents are saved in the current list’s System location. This means they will be exported together with the list if you decide to save it as a template.


Template storage

The best way to store templates is in a single SharePoint location. This will allow you to easily manage all the templates you have, and assign them to existing content types. This has multiple benefits, whether you are using a default content type template or choosing to upload a new one:

  • You can ensure that only the latest version of the template is being used;
  • You can easily search and migrate templates; you can even do a simple drag and drop in Explorer view to move them all;
  • You can manage who may edit templates by managing permissions on a single location. In turn, you can easily monitor who works with the templates.

Read more about template management best practices in our blog post.

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