Add Custom Templates To Source Control

After integrating a project with source control any custom templates that are used in the project won't be added to source control, this behavior is by design and allows custom templates be used across multiple projects.

If you want to add your custom templates to source control this can be done manually by adding the following folder to your source control provider:

Windows Vista, 7, 8, 8.1 and 10:


Windows XP:

C:\Documents and Settings\All Users\Application Data\Innovasys\DocumentX2017\templates

The C:\Programdata and C:\Documents and Settings\All Users\Application Data folders are hidden by default in Windows, to access them you will need to enter the folder address manually in the address bar in Windows Explorer

Any get latest, check out and check in operations will need to be performed manually using your source control providers client.



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  • 0
    Sebastian Greulach

    How can I make the custom template available to other members of my team? How is it integrated back in another Document! X installation, e.g. on a build server?

  • 0
    Richard Sloggett

    You would map the template folder in Source Control to the local C:\Programdata\Innovasys\DocumentX2013\templates (w7 or later) / C:\Documents and Settings\All Users\Application Data\Innovasys\DocumentX2013\templates (xp) folder and then do a Get Latest to get the latest files.

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