About this article
In this article, we will explain what are the best practices when using Templafy Library for Word.
What are the Library assets that can be used in Word?
- Text elements
Please read our generic Libraries' best practices first!
The Document library is used to generate documents.
What to keep in mind when creating documents for Templafy?
- Ensure that you are using a correctly built company template (right fonts/colors/styles, etc.)
When in doubt, please consult a solution partner.
What kind of assets should the Documents library contain?
- Templates: allow the users to start a document from scratch.
Examples: letter template, memo, meeting minutes etc.)
- Standard pre-filled documents: a set of documents that are often used in your company.
- Sales: quotes, tenders, contracts, etc.
- HR: contracts, job descriptions, staff reviews, acceptance letters, etc.
- Marketing: case stories, newsletters, press releases, brochures, market reports, etc.
- Legal: NDAs, due diligence, data processing agreement, engagement letter, etc.
- Finance: financial reporting, invoices, etc.
Text elements library
The Text element library is used to insert pieces of content within a Word document.
What to keep in mind when creating Text elements for Templafy?
- Use Style formatting
Templafy Library uses the "Use Destination Theme" default setting from Office upon insertion, using style formatting will ensure that the inserted text element is using the formatting from the active document.
What kind of assets should the Text elements library contain?
- General: column text, Graphs and tables, conclusion, highlights, etc.
- Corporate: about us, values/missions, company facts, quarterly results, etc.
- Sales: product features, service descriptions, offer availability, terms, etc.
- HR: contract element, CV elements, etc.
- Finance: financial reporting components
When uploading to Templafy, is it recommended to give a friendly name to the documents and text elements so it is easily understandable by the end-user. Tip: you can add more details about the presentation in the Description field.
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