how to get started - ais · 2016. 9. 2. · browse to your sharepoint site. create a sharepoint...
TRANSCRIPT
![Page 1: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/1.jpg)
How to get startedTutorial 3 of 3
Configuring & Composing your
DocFusion 365 template
in SharePoint
![Page 2: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/2.jpg)
Browse to your SharePoint site. Create a SharePoint Document Library to host
your DocFusion Templates (if you have not done this already).
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 3: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/3.jpg)
Navigate to your DocFusion Templates Document Library in SharePoint and
upload or drag-and-drop your DocFusion Template onto this Document Library.
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 4: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/4.jpg)
Navigate to the Custom SharePoint List which you have added on the “Data Model”
in your DocFusion Template..
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 5: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/5.jpg)
Select the SharePoint “List” Tab and click on the “Configure” button to configure
Docfusion Templates for this List.
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 6: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/6.jpg)
Click on “Link Template” to link a DocFusion Template to the selected
Custom List.
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 7: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/7.jpg)
Select and Configure a DocFusion Template to be associated with the Custom List.
Save your Configuration when done.
1
2
3
4
5
6
7 89
10
Insert the Display Name
Select the DocFusion Template Documents Library
Specify a Filename for the Composed Document
Select the template to link to the custom list
Select a document library for the Composed Document
1.
2.
3.
4.
5.How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
Select a document library for DocFusion Logs
Specify a Filename for the Docfusion Log file
Specify Timeout (Preferably 30 seconds)
Select Word or PDF as your output format
Toggle SharePoint controls as required
6.
7.
8.
9.
10.
![Page 8: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/8.jpg)
The new DocFusion Template is now linked to the associated custom list.
Go back to the Custom SharePoint List
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 9: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/9.jpg)
Select one or more Items in the Custom List. Select the “Items” tab and
click on the “Compose” button to compose a document.
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 10: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/10.jpg)
Select one or more DocFusion Templates you wish to compose and click .
When composition is complete, go back to the SharePoint List.
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 11: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/11.jpg)
Navigate to the Output Document Library that was selected in the Config Section.
The final composed document will appear and be ready for viewing or download.
How to get started : Configuring and Composing your DocFusion 365 template in SharePoint.
![Page 12: How to get started - AIS · 2016. 9. 2. · Browse to your SharePoint site. Create a SharePoint Document Library to host your DocFusion Templates (if you have not done this already)](https://reader034.vdocuments.us/reader034/viewer/2022051904/5ff5e1687f2c1c1dae316a32/html5/thumbnails/12.jpg)
You just completed :
Tutorial 3 of 3 - Configuring and Composing your DocFusion 365 template in SharePoint.
Related Documents :
Tutorial 1 of 3 - Installing and activating the DocFusion 365 Designer
Tutorial 2 of 3 - Creating a DocFusion 365 template for SharePoint.