Document creation flow

Updated January 30, 2025 08:29

This article explains how the document creation flow works. You encounter this flow when creating documents with Templafy.

Document creation interface

New document: Create a blank template (highlighted in red).
Recently used: View and recreate templates used in the past three months (highlighted in green). These templates show a preview of the content.
Templates: Browse and search in your template Library (highlighted in yellow).
Favorites: Quickly browse templates that you've marked as favorites (highlighted in blue).
Preview: When a template is selected, a preview of the content is shown in the pane on the left (highlighted in orange).
User Profile: Change your User Profile (highlighted in purple).

Creating documents

Select the template you would like to use to create a document. In the pane on the left a preview of the selected template is shown.
Click Open in Word when you have selected the right template. If you selected a dynamic template, click Next and fill in the required information before you click Open in Word.

Note

The document creation experience is the same when starting the document creation flow from the Library pane in Web Add-ins on Mac, Office Online and Office for Windows.

Important

Preview is not available for Excel spreadsheets.
Depending on available modules or integrations, other options than Open in Word are available:
- Open in Word/Excel/PowerPoint.
- Share via Delivery connector (e.g. Highspot, SharePoint, OneDrive).
- Save to Desktop.
- Save back to App connector (e.g. Salesforce, SharePoint).

Related to

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