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
- Select the template you would like to create.
- If you selected a dynamic template, click Next and fill in the required information.
- 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.
NoteThe 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. |
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