Creating document template libraries
Once you have created a Word template that is connected to a document data source, you can save it to a template library within SharePoint and register it with Dynamics AX. This enables Dynamics AX to see your Word template, and use it within the Attachments feature to create merged documents on the fly.
In this recipe, we will show you how to create a new template library within SharePoint and then link it to Dynamics AX as a template document type.
How to do it...
To create a new document template library in SharePoint, follow these steps:
To create a template library, start by opening up SharePoint in a browser.
To show all the document libraries that you have on your site, click on the View: All Site Content from the Site Actions menu.
From the Site Actions menu, select the New Document Library menu item.
Give your template library a name and description, select Microsoft Word document from the Document Templates drop-down box, and then click on the Create...
