Step 6c. Install DocuBuilder template manager & DocuBuilder client.
DocuBuilder is a cloud application, which means that Documizers has installed this software centrally and manages the updates.However, there are 2 parts in the software, which need to be installed locally on the computer:
Template manager - (for templates administrators only) Add-on in MS-Word for managing the templates and text blocks
DocuBuilder client - (for all users) Add-on in MS-Word, which makes it possible to
edit the document before it is saved, offered for digital signature or sent via e-mail
create documents from within MS Word
Insert text blocks
insert signatures
For the description of these installations see: DocuBuilder installation
Step by Step
After ordering the software, you will receive an email with the link to your download portal.
Here you will find the "DocuBuilder client" and "DocuBuilder Template Manager" applications.
Download the software and install it at the appropriate users. For further installation see: DocuBuilder installation
Â