How Document Content Updater works

About this article

• Introduction to Templafy Document Content Updater
• How to update content in a Word document
• How to update content in a PowerPoint document

Prerequisites

Templafy Document Content Updater 

With Templafy Document Content Updater, dynamic document content can be updated from the Templafy task pane in Office. 

Only templates that are set up to be Document Content Updater enabled by admins can be updated through the 'Update Document' button in the Templafy task pane.

When a user clicks on 'Update document', Templafy checks for all the Templafy related Content Controls in the document, and asks to refill the form fields based on the bindings of those Content Controls. That means that every field that needs to be filled out again during document update, needs to have a Content Control with a binding referencing it.

How to update content in a Word document

The information is updated in the document with three easy steps. 

• Open the document that you wish to edit in Word. 
• The 'Update document' button will be visible in the top right corner of the Templafy task pane. Click on this. 
• Edit the information, and click 'Update'. Your document is now updated. 

How to update content in a PowerPoint document

• Open the presentation that you wish to edit in PowerPoint. 
• The 'Update document' button will be visible in the top right corner of the Templafy task pane. Click on this. 
• Edit the information, and click 'Update'. Your document is now updated.