Users need to have either the OneDrive or Sharepoint Pipeliner integrations enabled in order to use “on-the-fly” editing. You can preview templates and edit them directly within the “Use Template” screen. You launch the template from the Documents tab of a record in Pipeliner and the add-in lets you save the completed file directly back to the Documents tab. You might create a letter or form template using Word or order or quote templates using Excel.

The Pipeliner Templates add-in for Microsoft Office 365 Word and Excel allows you to embed Pipeliner fields within templates and then pull in the data from Pipeliner to complete the template outputting the result to Word, Excel or PDF. Using a saved template from inside Pipeliner

Select the Entity to use for your TemplateĮxample of creating a Quote Template using Word Please feel free to contact me or comment if you have any issues with it or suggestions for improvement.How to enable the Office 365 Pipeliner Templates add-in I’m hoping that I’ve done most of the fiddling and that the template linked below is of some use to you. It turns out that it is possible - just a little bit fiddly. Word’s built-in headings (or my experience of them, at least) don’t make this possible.

They also often have different numbering schemes for the figures and tables (e.g., Table A-1). I’d never tried to figure out how to do this with appendices until today.Īppendices are often labeled with letters (e.g., Appendix A, in comparison to section 1). When you add a new figure before this figure and add a caption to it, Word will automatically update the original figure’s caption to “Figure 5”. If you haven’t used these before, they allow you to add a “caption” to a figure or table or a “number” to a heading that is hyperlinked throughout the document. I like using the auto-numbering features in Word for headings and figures/tables. There is a Microsoft Word template at the bottom of the page that you can download.

How to download a template for word