Adapt quote in the Horse Boarding Contract Template

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adapt quote in Horse Boarding Contract Template in six steps with DocHub

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How to Adapt quote in the Horse Boarding Contract Template

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[Music] hello and welcome my name is bailey moss and in todays video ill be showing how to use the documents core pack template designer to create and test a simple quote template all right first thing youre going to do is open up word and of course one prerequisite for designing a template is to have our document score pack client template designer installed and we have ill be creating a separate video for that as well as we have multiple blog articles and documentation on our website so once youve got it youll well start with a blank document here and then what youll notice is on the tabs we have an mscrm tab so well go ahead and navigate there and the first thing youll notice is theres several options outside of word so when youre saving a template or opening a template thats going to be stored in the dynamics database so this is saving back to dynamics so that it can be used by by end users either and these templates can be used via our one quick actions workflow or f

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