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Documents Library

This article explains what the Documents Library is and how it works for an end-user. 

The Documents Library works in Word and allows you to easily open your company templates and create new documents, made available by your Templafy administrator(s).

  Note

Documents can also be downloaded through the Web App.

How does it work? 

In Word:

  1. Click on Find template button from the ribbon or the Library pane:
    WordRibbonFindTemplate.png
  2. Select the document you would like to open using the document creation flow.
  3. Optionally, change the user profile with which the document should be created.
  4. Select the desired option (Open in Word, Save, or Share):

  Note

PC users (VSTO add-in) may also access the documents through File > Home.

WordFileHomeFindTemplate.png

asset app connector availability end_user_role
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