General
Uploading templates (Documents, Presentations, Spreadsheets)
- How to upload to libraries
- How to edit a current template
- How to organize & create folders and organize templates
Uploading assets to libraries
- Basic rules for uploading assets to libraries
- Uploading slide elements to the elements library
- Uploading slides to the slide library
- Uploading PDF files to the PDF library
- Uploading images to the image library
- Uploading text elements to the text library
- Uploading text for outlook
- How to upload web links to the link library
- How to upload text elements to the text library
Managing content and company data
- How to edit company data (using the Web interface)
- How to edit company data (using Excel)
- How to extract a list of users
- Templafy user groups
Advanced
- Static vs. dynamic templates
- Creating dynamic templates
- Assigning forms and plugins to dynamic templates
- How to assign admin rights
Templafy glossary
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