About this article
Templafy Library is a module that will allow end-users to access content and assets through the WebApp or through Microsoft applications (Word, PowerPoint, Excel, and Outlook). In this article, we will explain how the search works in the Library.
Searching in a template Library
- Click in the desired template Library (Documents, Presentations, Spreadsheets) or click on start new document/presentation/spreadsheet in the Library pane in Office
- Click on
Search
in the Composer - Type in your search keywords
Searching in an asset Library
- Click in the desired asset Library
- Click on
Search
- Type in your search keywords and press enter or select one of the offered search suggestions
- Narrow down your search by targeting the asset's name, description, tags or slide content
Searching in one of the asset libraries will search across all available asset libraries. Additionally, the search query suggestions will be displayed in the following order for only the current asset library:
- Blue (1): Your search query
- Yellow (2): Asset name suggestion (with a magnifying glass icon)
- Red (3): Asset tag suggestion (with a tag icon)
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Using the search
Templafy searches for the following:
- The name of the file
- The description of the file
- The tags of the file
All the above information is added by your Libary administrator through the Templafy Admin Center.
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Templafy search uses full-text search:
- Full match will show up first
- The first word in the query will be the first one searched for in the Library
- The second word in the query will be the second one searched for in the Library
- etc.
Additionally, the search function ranks based on the number of times the keyword is present on a given asset. For example, if the word "yellow" is in the name, the description, and the tag of an asset, that asset will rank #1, the other assets that contain the word "yellow" fewer times will be displayed below.
Example:
In my Library, I have four documents:
- Document A has a name/description/tag set to
company facts
- Document B has a name/description/tag set to
company culture
- Document C has a name/description/tag set to
facts & figures
- Document D has a name/description/tag set to
financial report
If I search for company facts
, the results will appear in the following order:
- Document A (full match)
- Document B (first word)
- Document C (second word)
Document D will not be included in the results as its name/description/tag does not contain company
or facts
.
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