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How to access templates while being offline

This article explains how to access Templafy content while being offline (without internet connection).

  Prerequisites

Available for PC only (Templafy Desktop 3.4.51 or above, Library VSTO add-in 7.1.79 or above).

What is Offline templates?

Offline templates is a feature that allows admins to select a limited number of templates that will always be available to users, even if they have no internet connection.  

How to access Offline templates

When working without an internet connection, the Templafy task pane in PowerPoint, Word and Excel notifies users that they are currently offline and cannot access online content. 

YouAreOfflineMessage.png

To access templates that are available offline, navigate to the Home tab of the relevant application and choose the Find a [tenant name] template option:

WordHomeFindTemplate.png

This will provide an overview of all templates that are available offline. In the Offline view, templates are sorted by name in alphabetical order with their folder location indicated below. To open any document, click on the document name in the Offline view and it will open in the Office application.

If users wish to check whether they are back online, they can do so by clicking the Reload Templafy button in the Offline view. If an internet connection is reestablished, Templafy will return to providing online content.

OfflineItemsAvailable.png

  Important

  • If templates are usually dynamic, form fields and user profile information will be filled with default values in the Offline template. The document can be updated with the Document Content Updater once the user is back online. 
  • Updates to slides that are locked for editing by the admin will take effect once the user is back online.

 

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