What file type should I use when uploading templates?

For the best results, your company templates should be designed for the target application they are intended to be used with. See below for the recommended file types for different templates:

• Word templates should be uploaded as .docx files.
• PowerPoint templates should be uploaded as .pptx files.
• Excel templates should be uploaded as .xlsx files. *
• Static PDF files can also be uploaded. 

Your company templates need to be uploaded in Microsoft Office formats, but templates can be created in Microsoft Office formats to work with all office platforms e.g. Office 365, Google Drive, iWorks, OpenOffice, LibreOffice, etc.

* We do also support Excel Spreadsheets with macros  .xlsm if enabled for the Templafy tenant. This can be enabled from the Settings page in the Admin interface: