Windward DocumentationWindward DesignerDesigner for Microsoft Office FAQsHow do I edit templates stored in Dropbox or OneDrive?

How do I edit templates stored in Dropbox or OneDrive?

This article walks through how users can edit templates saved to cloud services Dropbox or OneDrive. This functionality was introduced in version 20.2.0

1. Open Designer and Connect to desired Datasource 

2. Save the Windward template to Dropbox or local OneDrive repository

3. Open template from repository

4. Add, Edit, or Delete Tags from template as normal 

5. Save Template edited template

6. Generate Output

7. The document will generate directly from the document saved in Dropbox or local OneDrive

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