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How to update files in Libraries?

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About this article

This article guides you through the process of updating files and file-related information in Templafy Library.

 

Prerequisites  

 

 

How to update files in Libraries?

As an Admin, there are two different types of updates that can be conducted:

  • Updating the file information (name, description, and tags)
  • Updating/Replacing the file itself 
 
  • Character limit for the Name field is: 100 characters
  • Character limit for the Description field is: 250 characters

 

How to update the file information?

  1. Navigate to the Library where the file is located
  2. Select the file that would you like to edit
  3. Make your edits in the side pane
  4. Click Save

Update_file_information.png

 
  • For Slide and Slide elements, both the name and tags in the “Details” and “Slide” tabs will be suggested.
  • Slide / slide element name is automatically added by Templafy when no title can be found upon upload and will be excluded from the suggestions

 

How to update/replace a file?

  1. Navigate to the Library where the file is located
  2. Select the file that would you like to update/replace
  3. In the side pane, hit Download
  4. Conduct your changes in the Office Application
  5. Save your file in the Office Application
  6. Return to the Admin Center and to the Library from where you started
  7. In the side pane, in the three dots menu, select Replace
  8. Your file has been replaced with the new version

Update_file.png

 

 

 

 
  • Please note: tags attached to a file (in "Details" view) will not be affected in the process of replacing that file.
  • Tags attached to individual slides will be overwritten when updating/replacing. To keep the slide tags, you need to download the presentation and make changes to the presentation. 

 

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