Document creation flow

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).
• Templates: Browse and search in your template Library (highlighted in yellow).
• Favorites: Quickly browse templates that you've marked as favorites (highlighted in blue.)
• User Profile: Change your user profile (highlighted in purple).

Creating documents 

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 Delivery connector (e.g. Highspot, SharePoint, OneDrive).
   • Save to Desktop.
   • Save back to App connector (e.g. Salesforce, SharePoint.