Template creation flow

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

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)

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 :
- Other actions : Open in Word/Excel/PowerPoint, Save to Desktop, Share in/with DeliveryConnector
- Open in Word/PowerPoint/Excel