Using Engage from Templafy Library

About this article

Engage primarily functions as a web page, but is also an integrated functionality in Templafy Library. In this article will explain how Engage is accessible through the Templafy task pane in Microsoft Office programs.

Prerequisites

Starting from the library pane

1. Open an Office application (PowerPoint or Word)
2. Open Templafy task pane 
3. Click on Export the presentation/document
4. Select Share via Engage
5. A separate window will open to preview your document and edit the title, click next
6. Use Add recipients or Get link to share your document 

Starting from document creation flow

1. Open your Office application or start from the WebApp
2. Start your document creation flow
3. Select a template
4. Choose Other actions
5. Select Share via Engage
6. A separate window will open to preview your document and edit the title, click next
7. Use Add recipients or Get link to share your document 

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