What are template settings and properties?

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This article will explain what template settings and properties are in the Template Designer and which ones can be used with smart templates.

What are template settings and properties?
Which template settings and properties can be utilized in smart templates?
Where to find template settings and properties in the designer?

Prerequisites

Library and at least one Dynamics modules enabled
Templafy Desktop and Office VSTO add-in installed on the PC
Tenant admin/owner access or Space owner access

Template settings and properties can be utilized in the Template Designer in order to customize statically or dynamically specific elements on the template level, such as the page orientation, the proofing language, the template name, the properties/metadata injected in the template, and more. Template settings and properties require a good understanding of the binding syntax and may be used in conjunction with functions, conditions, and operators.

It is important to note that template settings and properties are only supported with files that will be stored in the Template Libraries (Documents, Presentations, and Spreadsheets Libraries). Settings and properties applied to the files stored in the Asset Libraries (Text elements, Email elements, Slides, and Slide elements Libraries), will not be injected into the document, or the presentation upon insertion, the assets will inherit the settings and properties from the template they are being inserted into.

Which template settings and properties can be utilized in smart templates?

The availability of template settings and properties available for smart templates will be dependent on the type or template being built. Below is a comprehensive list of the available settings and properties linked to deep-dive articles.

How to set the proofing language of a template?
How to set the name of a template?
How to apply color themes to a template?
How to set a document property in the metadata of a template?
How to set a custom document property in the metadata of a template?
How to set a custom XML value in the metadata of a template?
How to set the page layout of a document? (Documents/Word only)
How to set the image header of a document? (Documents/Word only)
How to set the header or footer of a spreadsheet? (Spreadsheets/Excel only)

Where to find template settings and properties in the designer?

Template settings can be accessed and set up through the Advanced tab of the Template Designer.

Example of adding the subject question originating from the response form form as document name and the user profile name as an author

Example of adding the Title question originating from the response form and the user profile name as document name utilizing the StringJoin function.

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What are template settings and properties?

About this article

Prerequisites