Help & knowledge base
Find your answer.
Step-by-step guides for getting Templ8r live in your tenant, writing tokens, managing plans, and fixing the things that occasionally break.
Categories
↗Getting started4 articles
Grant access, install the solution, publish a template, generate your first doc.
≡Templates & tokens1 article
Add tokens to your branded Word file, bind them to D365, fix unbound ones.
£Billing & plans1 article
Tier comparison, what counts as a doc, switching plan, invoices.
◇Security & data1 article
What we read, where it's stored, ephemeral mode, deletion.
⚙Troubleshooting2 articles
Modal won't open, tokens render literally, generation 502.
Recently updated
- Getting startedCreate and publish your first templateAdd tokens to your branded Word file, upload it in the portal wizard (Upload → Configure bindings → Preview → Publish), fix any unmatched bindings, set who can use it, and publish. ~10 minutes.
- Getting startedInstall Templ8r and wire it to your entitiesDownload Templ8r.zip (code only — no entity wiring), import it, then create your own unmanaged solution to add the Generate command to whichever tables you want. ~15 minutes.
- Getting startedGrant admin-consent + provision the Application UserTempl8r is a multi-tenant Entra app. A Global Admin grants consent once. Then a System Admin runs /onboard/auto to create our Application User in Dataverse.
- Getting startedGenerate your first document — ribbon click walk-throughOpen a record, click the Templ8r ribbon button, pick a template, click Generate. Word + PDF land on the Timeline in 1–3 seconds.
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