Registering documents to template libraries

Once you have a SharePoint document template library registered within Dynamics AX, you can start adding your Word templates to it and enabling them to be used by the Attachments functions.

In this recipe, we will show you how to add your templates and then synchronize SharePoint with Dynamics AX.

How to do it...

To register a document with the document template library, follow these steps:

1. Open up your document template library within SharePoint and click on the Add document link.

   

2. Click on the Browse button to find your Word template.

3. Within the file explorer, navigate to your Word template file and click on Open.

4. To upload your document to SharePoint, click on OK.

   

5. There is one final step required, and that is to synchronize Dynamics AX with the SharePoint template libraries so that it discovers the new template that you added. To do this, click on the Document types menu item within the Document management folder of the Setup group on the Organization...