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Uploading Templates to Doc Gen

Before generating documents, you must add your template to Box Doc Gen. You can do this by: 

This article covers uploading templates. When uploading a template, you can either create a new template from scratch or upload an existing file that you've already authored with template tags.

Creating a new Doc Gen Template from scratch

To create a new Doc Gen template in Box:

  1. Navigate to Relay > the Doc Gen tab.
  2. Click New > Doc Gen Template.
  3. In the new window, click New file.

  4. Provide a name for your template.
  5. Specify the destination folder where the template will be stored.
  6. Click Create. 

A new Box Doc Gen template is created in the provided folder and automatically marked as a Box Doc Gen template. It is also visible under the Doc Gen tab in Relay.

After that, you need to add Box Doc Gen template tags to your template. Use one of the following approaches:

  1. Use the Box Doc Gen Template Creator add-in for Microsoft Word to create a Box Doc Gen template without any code.
  2. Use the Box Doc Gen tagging script to manually author the template.

Creating a Doc Gen Template from an existing file

To upload an authored Box Doc Gen template to Box:

  1. Navigate to Relay > the Doc Gen tab > New > Doc Gen Template.
  2. In the new window, click Existing file.

  3. Select to either Choose from Box or Upload File.
  4. Specify the destination folder where the template will be stored.
  5. Click Create. 

After that, the template is added to the provided folder and automatically marked as a Doc Gen template. It is also visible under the Doc Gen tab in Relay.

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