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Configure the New button to access Office templates from a resource library

MacroView Support
  • Updated

 

The 'New' button on the MacroView DMS File List Toolbar allows you to create folders and documents, and the 'Office Documents' option on the New button can surface Office templates from your local computer or a file share. See Create folders and documents from the File List Toolbar for information on setting up the Office Template option.

Once configured, click the New button, and select Office Document, then select the required document type. A new document is generated based on the selected template and opens the MacroView DMS Save to SharePoint dialog with the location pre-set to the library, document set or folder you selected.

If your organizations templates are not in the same place on all users computers, or accessible on a file share that all users have access too, MacroView DMS can help deploy these templates to each user. 

The three steps required are:

  1. Create a Templates folder in your central configuration (resource library)
  2. Configure the Office Document function on the New menu button to point to this folder on each users computer 
  3. Select Central Configuration Location and download.

Create the template folder to the central configuration location

Create a folder named "Templates" in the resource library location.

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Below the Templates folder you can create a sub folder structure if required and then upload Office templates to these folders. 

MacroView DMS will then download these templates and the folder structure to the C:\Users\<yourprofile>\AppData\Roaming\MacroView DMF\Store\Templates folder on each users computer and will update the files whenever they are modified in the central location.

 

Configure the Office Documents drop down menu

The configuration file that controls the Office Document menu option on the New button is located under the users profile at:

C:\Users\<yourprofile>\AppData\Roaming\MacroView DMF\Store\Extensions\CreateNewDocument

or the

Extensions\CreateNewDocument folder in the central configuration location.

By default these templates will come from your Office shared template path but by pointing these configuration files at the users %AppData%\MacroView DMF\Store\Templates folder (where the files and folders from the Templates folder in the central configuration location have been copied to in step 1), the options on the New > Office Document menu will reflect the files in that folder.

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You can also deploy the Create New Document configuration files from the the central configuration location (resource library).  See Create folders and documents from the File List Toolbar for more information.