Validation error when uploading Templafy document in the Admin Center

About this article

This article will explain the known error message that is displayed in the Admin Center when an admin tries to upload a document generated by Templafy:

Processing document failed. The document can not be uploaded as template, it is a document generated from a dynamic Templafy template. 

Creating a template from a static (non-dynamic) document created as an end-user is supported,
but creating a template from a dynamic document is not (this will trigger the error message).

Prerequisites  

Creating a template from a static (non-dynamic) document

A static document created by an end-user from a non-dynamic template in Word, PowerPoint or Excel can be effortlessly uploaded to the Library and then be used as a template.

Creating a template from a dynamic document

If you attempt to upload a document to the Library that is created by an end-user from a Templafy template with Dynamics then the upload will fail and the error message is shown:

The error message is shown because the created (dynamic) document is now a personalized document which is essentially the reason why it cannot be (re)used as a template. 

How to make changes to the original template?

Changes made to the document need to be redone on a non-generated version of the template.

1. In the Admin Center select the History tab and click Download previous version.
   
   
2. In the Office application make the required changes to the template.
   
   
3. Save and close the template.
   
   
4. Replace the template in the Admin Center.
   
   

   It's highly recommended to use the Replace function. This way the template will keep the same asset ID, which is important if the template is used for automated document creation (for example with Document Creation Services 1.1). If you want to create a new template instead of replacing an existing template, then in step 3 save the template with a new name and select Upload in the Admin Center.

Template Designer

Also when you open the generated document and then Template Designer an error message will be shown:

When you click download the original template file from the Admin Center in the message above then the Admin Center is opened with the original template selected. Also in this case select the History tab, click Download previous version and follow the steps above to replace the template.

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