Publishing and Testing

Once you have finalized the template by inserting all the necessary tags, you will need to follow these steps to publish the template and test it.

Prepare the Template File(s)

You can prepare:

a zip file containing the main template and all related sub-templates (flat - no folder hierarchy)

several .docx files

NAMING CONVENTION

The name of the main template Word document must be the same as the name of the template visible on the Publishing Console.
The name of the sub-templates Word documents or the zip file are not constrained.

EXTENSIONS

All files (main template and sub-templates) must be Word and extensions must be .docx.

CONTENT OF THE TEMPLATE(S)

All Word documents must have a valid json uploaded via the add-in. At least one tag must be present in the Master template and sub-templates.

information: An extra step is required to be able to publish the zip file when using Mac. Zip files generated with MAC OS are not compatible because when creating a zip file, MAC OS creates a MAC specific folder named MACOSX. After creating the zip file, you must remove this specific folder for the upload to be successful. Proceed as follows:

Change the zip filename from *.docx.zip to *.zip
Launch the command below to delete the MACOSX/ folder

zip -d <file_name_to_be_changed>.zipMACOSX/\*

Connect to the Document Designer

PRE-REQUISITES

To allow users access to the Document Designer, the administrator needs to configure PROS Home Roles & Groups in order to display the Document Designer Tile in the portal (https://login.YOUR_REALM.proscloud.com/login/).

Then, from the Roles & Groups page, the administrator needs to select the Document Designer Application in the left bar. Once done, select the Groups to allow to access to the Document Designer.

For the selected roles, the tile will be displayed in the PROS Home home page.

Access the Document Designer

To access the Document Designer, connect to the PROS Home (https://login.YOUR_REALM.proscloud.com/login/), then click on the Document Designer Tile. The user is presented with the list of templates for the current environment.

This list includes:

Template name: Name of the template
Last uploaded by: Name of the user that upload last a template (empty when no template is uploaded)
Last uploaded on: Timestamp of the last upload (empty when no template is uploaded)
Model: Model name(s) where the template is referenced

You can filter the list of templates by using the search box.

Note: The search is only performed on template names.

Upload a New Template

You can upload a new template by clicking on the Upload button. This action opens the upload template pop up.

You can upload file(s) by selecting them your computer or by using the drag&drop function. You are authorized to upload one or several .docx files or a unique zip file containing only .docx files. Click on the Upload button to finalize the action.

Important: At least one of the docx uploaded must be the main template and as such should be named with the exact template name.

Note: Each time you upload a template, the previous files are deleted.

Back to the template list, you can see that the "Last uploaded by" and "Last uploaded on" have been updated with the user name and a timestamp.

Note: The timestamp is server time.

Download an Existing Template

You can click on the download button to download the current template file. A ZIP file will be retrieved. The download action is not available if no templates have been previously uploaded.

Test the Template

Once the template is published. You should connect to the CRM and create a quote. After filling in the quote,close the quote and generate the document from the dedicated widget on the CRM quote object.

IN SALESFORCE

Choose the template you want to test in the drop-down list. Click Generate Report.