Document creation flow

About this article

In the article, we will explain how the document creation flow is working, you will be met with this flow when creating templates with Templafy.

Template creation interface

• Create a blank template (highlighted in red) 
• View and recreate templates used in the past three months (highlighted in green)
• Browse and search in your template Library (highlighted in yellow)
• Change your user profile (highlighted in purple)

Creating templates 

1. Select the template you would like to create
   • If you selected a dynamic template, click Next and fill in the required information
2. Select the desired option :
   • Open in Word/Excel/PowerPoint
   • Share via DeliveryConnector (e.g. Engage, Highspot, SharePoint, ...)
   • Save to Desktop
   • Save back to AppConnector (e.g. Salesforce, SharePoint, ...)

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