Getting started
Grant access, install the solution, publish a template, generate your first doc.
- Install 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.Updated 2026-05-10
- Grant 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.Updated 2026-05-09
- Create 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.Updated 2026-06-05
- Generate 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.Updated 2026-05-09