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Templafy Library in Excel

This article explains how the Templafy Library works in Excel.

  Prerequisites

  • Library module enabled.

Creating a new spreadsheet

  1. Open Excel.
  2. Select the desired option in the Home tab:
    • New spreadsheet (highlighted in green): opens the blank spreadsheet set by your administrator.
    • Find a [tenant name] spreadsheet (highlighted in red) : opens the document creation flow which allows you to find all spreadsheets uploaded by your administrator in the Spreadsheets library.

      ExcelHomeNewFind.png

  Important

The option to start the template creation flow from the home tab is only available within the Templafy VSTO add-in.

Users also have the option to create a blank spreadsheet or open the document creation flow inside Excel via the New Spreadsheet and Find Template buttons in their ribbon. 

ExcelHomeRibbonNewFind.png

Lastly, it is also possible to create a new spreadsheet from the Library pane by clicking on Find template

ExcelTaskPaneFindTemplate.png

Inserting assets 

  1. Click on the Templafy icon in the Home tab or in the Templafy tab.
  2. The Excel Library is opened with the different assets, made available by your Templafy administrator(s).
  3. Click on an image to insert it.
Images insert an image in your selected cell.
Content connector insert an asset from an external content system in your selected cell.

 

  Note

The image will be inserted where the cell is selected.

webapp asset company data end_user_role
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