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How to distribute a default template to the end-users

Updated

About this article

This article guides you through the process of distributing default Word/PowerPoint/Excel templates (also known as "blank templates") to users with Templafy Library.

 

Prerequisites  

 

 

 
  • Supported formats: .docx, .pptx, .xlsx


How to distribute a Template to the users? 

  1. Navigate to the Library configuration tab
  2. Click on Upload in the required template Library (Documents/Presentations/Spreadsheets)
  3. Select the template to distribute to the end-users

Upload_blank_document.gif

 

 
  • If no default template is set in Library Configuration, the default Office blanks will be pushed to end-users (note: this is a Templafy version of the Office blanks).
  • Dynamics usage: required form fields, text element insertion, slide insertion, Ticks() and the date function Now() are not supported in blank documents.
  • If a blank document is started from the Start screen using Create a blank <company name> document/presentation/spreadsheet or when it's started from the ribbon using Blank Document/Presentation/Spreadsheet then the Dynamic form will not be displayed, but the user can adjust the (default) answers afterwards by clicking Update document.
  • A blank document (or presentation/spreadsheet) can also be started from the Composer.
    In this case the Dynamic form will be displayed.

 

How to update the default template? 

  1. Navigate to the Library configuration tab
  2. Click on Upload in the required template Library
  3. Select the updated template
 
  • Templafy will attempt to update the blank document at the start of the respective Office application, or at a time between 00:00 and 01:00 user time if the application is always open.

 

How to download the default template?

  1. Navigate to the Library configuration tab
  2. Click on the ellipsis menu next to the template to be downloaded
  3. Click on Download 

 

How to delete the default template?

  1. Navigate to the Library configuration tab
  2. Click on the ellipsis menu next to the template to be deleted
  3. Click on Delete 

 

Where is the default template located in Office applications?

From the Office Backstage:

newpresentation.png

 

From the Office Ribbon:

newpresentationribbon.png

 

From within the Templafy composer:

 

Related articles

 

 

Related to

blank blank document blank presentation blank spreadsheet default template blank template
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