How to use the Templafy Web App

Templafy Library can be accessed either through the Web App, Office applications, or any application Templafy has been connected to. In this article, we will explain what the Templafy Web App is, and how to use it. 

The Templafy Web App

The Templafy Web App is the website application, from which all your organization's templates and assets can be accessed and downloaded, through any internet browser. This is an easy way of enabling you to access templates whilst away from your work computer.  

How to access and download content from the Web App

In order to access or download content from the Web App, you need to go to your company's Templafy account, e.g. yourcompanyname.templafy.com. 

Accessing and downloading templates

1. Click on the desired Library (Documents, Presentations, or Spreadsheets).
2. Select the desired template.
   • If the template is dynamic, click Next and fill in the required information.
3. Click Download or Other actions.
   • Download (available to all users).
   • Save a copy to option will be displayed if at least one Delivery Connector is enabled and activated for end-users.
   • Share via Engage option will be displayed if Engage is enabled and activated for end-users

Accessing and downloading assets

1. Click on the asset you want to download.
2. Go in your "Downloads" folder and open the file to view it in Microsoft Office programs.