Headlines in this article
- Open Template Designer
- Enabling dynamics
- Configure dynamic placeholders
- Insert binding
- Insert binding
- Configure document
- Custom doc properties
- Page setup
- Proofing language
- Image header
- Advanced template configuration
- Review Content Control settings
Pre-requisites for using Template Designer
- Templafy Office add-ins version 5.4.2.xxx or higher.
- User needs to have Super admin rights on the Templafy solution.
- Feature "Document Content Updater" (DCU) enabled (Contact your implementation partner if you believe this is not enabled and you believe it should be)
Open Template Designer
Open Templafy Task Pane and choose Template Designer in the navigation dropdown.
Template Designer structure
There are three tabs
- Elements: Configure dynamic placeholders via a graphic user interface
- Document: Configure document
- JSON: Advanced template configuration (insert images, page setup)
First step - enabling dynamics
Before getting started on the actual configuration of the template there is a couple of steps you need to do to enabled the template itself for dynamics.
- Click the "JSON tab"
- Click "Load Template configuration"
- Click "Save Template configuration"
- Go back to the "Elements tab" and click "Create"
1. JSON tab
2. Click "Load Template configuration"
3. The basic Template configuration will now show - click "Load Template configuration"
Important: Set "enableDocumentContentUpdater":true
4. Go to Element tab and click create
in Word Templafy use Content Controls as dynamic placeholders. Templafy stores the configuration as a JSON code string in the Tags field in Content Control Properties. To view the properties, highlight the content control. In the Word ribbon choose Developer tab > Controls > Properties.
Note: By default, the Developer tab is not enabled on the Office Ribbon. Information about how to enable it can be found here
Content control properties
Example of content controls in a letterhead
In PowerPoint Templafy use Shapes as dynamic placeholders. Templafy stores the configuration as a JSON code string in the Alt Text field in a Shape. To view the Alt Text, right click on the shape > Edit Alt Text.
Alt Text field for a shape
Example of a shape used for inserting logo
Element tab - Insert and configure dynamic placeholders
How to insert and configure a dynamic placeholders
- Set cursor at relevant place in document ( presentation
- Choose what kind of placeholder you need
- Choose binding (logic that determines what data to insert)
- Click "Create"
2. Choose placeholder type
Depending on your choice different configuration options will be shown
Common for all you need to specify a "binding" where you set the logic that determines what data should be entered in the placeholder
A "binding" is a tag string that refers to where the choice has been made by the end-user.
For more about tag strings read here
Document tab: Configure document
Custom doc properties
JSON: Advanced template configuration
Go to Developer. From the Controls section in Word, select the desired content control type. Word 2016 supports content controls like Rich Text, Plain Text, Picture, Building Blocks, Drop-Down Lists, Checkboxes and more. In this step by step process, we will add Rich Text Content Control.
Review Content Control settings
Content Control settings and properties can be revisited with Templafy Template Designer or with the Content Control Properties dialogue in Word.
In Template Designer
Select the content control, you would like to add functionality to. Open Template Designer. The content control properties are visible in the Settings section, when the content control is selected in the Word document.
It is possible to specify conditions to which the content control should respond in the Visibility Section. Content Controls can be either hidden or deleted if the binding is empty.