Office Integration Templates

Office Integration Templates are saved in Master Templates and optionally in Location Templates. 

Edit an Existing Office Integration (Master) Template

Clicking an existing Office Integration (Master) Template in the Application Builder launches the related Master Template Settings.

See Master Template and Location Template for more information about the Master Template Profile.

Creating a New Office Integration (Master) Template

  1. Open the Application Builder.
  2. Click on the New Component button and select Master Template.
  3. Fill in the Master Template Name and click Create.
  4. A new Office Integration (Master) Template Profile is created. The New Template Name that you entered is automatically filled in the Name field and the name of the builder application is selected in the Parent Application field.
  5. Fill out the Master Template Profile as instructed in Master Template and Location Template.
  6. Save and Close the Master Template.

The Office Integration Templates frame is refreshed to show the created Master Template.