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How to create a blank template

This article explains how to create a blank template. The explanation shows how to create a blank template in Word, but creating a blank template in PowerPoint or Excel basically works the same way.

  Prerequisites

  • Library and at least one Dynamics modules enabled.
  • Templafy Desktop and Office VSTO add-in installed on the PC.
  • Space owner access to the Templafy tenant.

Getting started

When you start Word, the Start screen is shown. This shows the option New document (Start from a default <company name> template). You may select this option, open a Blank document under MS Themes, or open an existing document. Then, open Template Designer from the Content Library task pane.

Creating a template

With the default 'Document1' from Word open you can start creating the blank template. You can create a simple template that for example only has a different font and font size than the default 'Aptos 12' from Word, but you can also make a more advanced template by adding Dynamics as explained below.

Modify the style

If you want to use a different font, font size, line spacing and space before or after a paragraph then you can change the properties in the 'Modify Style' form in Word:

modifystyle.png

When a user creates a document the defined style will be applied:

bt_ribbonfont.png

  Note

Explanation about modifying the style is beyond this help topic. Consult the help from Microsoft Word.

Add Dynamics to show a default value

You can use Dynamics if you want to display a default value, for example for the classification of the document, and want to allow the user to change the default value. For example:

  1. In the Admin Center create a data source named Labels with these values in the Name column:
    bt_labels.png
  2. In Template Designer create a dropdown form field with the name 'Classification' and link it to the Labels data source and the Name column. Select 'Internal' as Default value. The result looks like this:
    ExampleDropdownDefaultValue.png
  3. Click Add to form.
  4. In the footer type a placeholder text for the classification (e.g. '[Classification]'). Select the placeholder.
  5. On the Template tab click Form responses, expand Classification and select Name.
  6. Click Add to template. The result looks like this:
    ExampleClassificationFooter.png
  7. Save the template and upload it in Admin Center in the Library configuration section as blank document.
  8. When a user creates a blank document the result in the footer looks like this:
    ExampleClassificationFooterResult.png

  Important

  • If a user starts the blank document from the Start screen or from the ribbon using New document then the response form will not be displayed, and the default values will be filled in automatically. The user can change these default answers afterwards by clicking Update document.
  • A blank document can also be started from the Composer screen. In this case the response form will be displayed.
  • Required form fields, text element insertion, slide insertion, Ticks() and the date function Now() are not supported in blank documents.

Add Dynamics to show a logo

Dynamics can also be used to show a logo. Of course you can just insert a logo image directly in the template, but then the document will always show the same logo. Using Dynamics you can automatically insert a specific logo, for example depending on the location set in the User Profile. This is explained in the article how to set the image header of a document.

  Note

The image header property is not available in PowerPoint and Excel.

Set the proofing language

The proofing language sets the language for the Spelling and Grammar review feature from Office.

  Important

When the proofing language in Templafy is based on the User Profile setting using {{DocumentLanguage}} or {{UserProfile.DocumentLanguage.Language}}, the (blank) Word template must contain content in the body (adding a space is enough) for the proofing language to work.

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