Libraries best practices

Updated November 28, 2024 13:09

Templafy Library is a very powerful module that allows a company to distribute the right content to the right user. In order to maximize the usage and adoption of the Library, we have gathered some best practices that will help Space owners using Templafy Library.

Folders

If no folder structure is in place within your organization

Best practice	Description
Sort folder by relevance	The order in which the folders are set in the Admin Center are reflected in the Library to the end-user.
Avoid complex subfolder structure	Limit the number of subfolders you create to avoid users spending time locating content.
Name your folders accurately	Make sure you label your folders as clearly and informatively as possible.
Filter your folders	Display only the relevant folders to users in order to offer them the most relevant content for their position.

If folder structure is already in place in other systems within your organization

Best practice	Description
Reflect familiar structure from other systems	If your employees are already familiar with a structure that is used in other systems, it is best to replicate it.
Filter your folders	Display only the relevant folders to users in order to offer them the most relevant content for their position.

Content

Best practice	Description
Download the required content from the Admin Center	Templafy will prevent you from uploading a file that was created from the end-user interface. Update content: use Download and Replace to update your content. Name, tags, and description will be kept using these features. Build new content: download the required template from the Admin Center to build the new content.
Mind the file size	The smaller the files uploaded to Templafy are, the faster it will be for the end-user to download, create, or insert the templates and assets. Templafy also limits the file size that can be uploaded to the Libraries.
Avoid duplicated content	Duplication of content means more maintenance for Space owners.
Order your assets	The order in which the assets are set in Admin Center are reflected in the Library to the end-user. It is considered best practice to place the most used assets at the top.
Add descriptions and tags to your content	This will help the end-user to find and create the right content.

Related to

library hive best practices

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