This article contains frequently asked questions regarding templates and content.
Is it possible to limit specific content to some users only?
Yes, all content can be filtered so only relevant content is presented to users.
For example, if your company's legal or HR departments have templates which should
only be accessible for them, or if some material should only be available in
some countries/regions, then this content can be limited.
You can read more about filtering here.
For example, if your company's legal or HR departments have templates which should
only be accessible for them, or if some material should only be available in
some countries/regions, then this content can be limited.
You can read more about filtering here.
Can I use my existing company templates with Templafy?
Yes, it is possible to quickly and easily upload and distribute your existing company templates through Templafy. However, if you want users to have personalized information dynamically inserted into the documents, then your templates need to be modified to take full advantage of the Templafy solution.
Can I use Dynamics to insert a value into a cell in Excel?
No, this is not possible, but you can use Dynamics to insert a value into the header or footer of the spreadsheet.
Can I use multiple functions within one binding?
Yes, you can use a combination of different functions in a binding. For example see 'Example 9' in this article, where the StringJoin(), IfElse() and Translate() functions are used in the binding.
Is it possible to show or hide a question depending on the answer to another question?
Yes, this is possible with gating questions. Gating questions can be created in Word (using text elements) and PowerPoint (using slides).
When should i use a text element?
When you have multiple templates that require e.g. a disclaimer text, you can add this text to all these templates. However if the disclaimer text needs to be updated in the future, you need to update all these templates one by one. By using a text element for the disclaimer text, you only need to update the text element, which saves a lot of time.
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