Your logo here Title page TEMPLAFY USER GUIDE

Templafy helps you be on-brand and more be more productive “ Templafy helps you be on-brand and more be more productive “ “We chose Templafy for keeping our visual identity on-brand, and make it very easy for every employee to get access to the latest templates and all the best-practice content. Templafy have made the change of visual identity easy and fast to implement.” – Christian Lund, Head of Brand “We’ve previously used a template solution from SkabelonDesign, and Templafy extends this feature set and brings cloud benefits to manage the company content. This will make you more effective and productive, while maintaining a well-known workflow.” – Morten Ovi, Head of Communications

Advanced user profile features Contents About Agenda (links clickable in presentation mode) With this user guide you will be able to get started using Templafy in Word, PowerPoint, Outlook and Excel. You’ll learn how to access Templafy, how to open templates, and how to insert assets into them. Where on the screenshots you see text with the word “Templafy”, it will say YourCompany on your computer. Getting started PowerPoint Word Outlook Excel Advanced user profile features

Getting started

How to access Templafy in Office 1 2 On your right, the Templafy task pane opens up with access to templates, slides, pictures etc. Access Templafy from the “Templafy” tab in the Word or PowerPoint ribbon and click the first button, “Corporate Templates”.

Introduction to the Templafy task pane The Templafy task pane is where all your company content can be accessed from. The content is divided into libraries, all represented with an icon. These libraries depend on your solution, but could be templates, slides, and images. The library selection differs among Office applications, as you only see the ones you need. In Word, the text library is available.

Opening your first template (create user profile) NB. The process is the same in Word 1 2 3 Go to the presentation library and select a file. If this is your first template download, you need to complete your user profile If this is your first template download, you need to complete your user profile. Tip: Click the name of the file to see more info, and click the blue plus to open it right away.

Opening your first template (cont‘d) Now you‘re ready to work on the presentation, and add content to it from e.g. the slide or image libraries. After having created your user profile, click the blue plus to open the presentation in PowerPoint.

Searching In all libraries in the task pane it’s possible to search for content. The search looks for matching file names and tags. In this example, the search result matches a tag added to the images. Tip: Click the tab key or the search button with the cursor to activate the search

PowerPoint

How to insert a slide from the slide library into a presentation Now the slide is inserted. Tip: You can change the size of the preview by clicking the view toggle in the task pane just above the slide previews. On the left, select the slide that should precede the slide you want to insert Navigate to the slide library tab in the task pane Navigate to the slide you want to insert (not show) Move the mouse cursor over the slide you want to insert and click the plus

How to insert an image on a slide in PowerPoint The image is then inserted into the shape in crop mode. The crop mode let’s you make quick edits to the image, so it’s aligned as you want it to be. Click outside the picture frame to exit the crop mode and see the end result Navigate to the image library Select a placeholder on the slide you with the image to be inserted into Select the image from the task pane’s image library by clicking the blue plus Tip: Here’s a link to a video showing above process: https://support.templafy.com/hc/en-us/articles/205145732

How to insert an element on a slide in PowerPoint The element is inserted on the slide. You can now move it to the position you want it to. Navigate to the element library and to an element you want to insert Insert the element by clicking the blue plus.

Word

How to open a Word document Open Word, navigate to the Templafy ribbon tab and click on “Corporate Templates” The Templafy task pane shows up on the right, and a list of files and/or folders show up. Navigate to and click on the document you wish to open. Fill in the details as needed and click the blue plus button to open the document. The document is opened and your personal information from your user profile is added. Tip: Here’s a link to a video showing above process: https://support.templafy.com/hc/en-us/articles/201701711

How to insert an image into a document in Word Navigate to the image library. Select the image from the task pane’s image library by clicking the blue plus. The image is inserted into the shape in crop mode. The crop mode let’s you make quick edits to the image, as shown. Click outside the picture frame to exit the crop mode and see the end result. Tip: Here’s a link to a video showing above process: https://support.templafy.com/hc/en-us/articles/206852919

How to insert a text into a document in Word Navigate to the text library. Select a text by clicking on it. The text is inserted at the location of the cursor in the text. The text is then inserted into the document at the location of the cursor. Tip: Here’s a link to a video showing above process: https://support.templafy.com/hc/en-us/articles/207542135

How to access the Templafy webapp (browser) To access Templafy from outside of Office, go to https://yourcompany.templafy.com in a browser. You will have access to the same content as from within Office, and even be able to build presentations from the browser. Assets are available from the libraries at the bottom of the front page. Templates Libraries

Outlook

How to insert a text into an email in Outlook Open a new email in pop-out view by clicking the “New Email” button in the Home ribbon tab (or press Ctrl+N). The Templafy task pane can be accessed from the ribbon Tab. Select the text library. Navigate to a text and insert the text by clicking on it. The text is inserted at the location of the cursor in the email. Tip: You can insert images similar to in Word and PowerPoint into emails. Click the image library and follow the same process. If you reply to an email, you need to reply in “pop out” mode to bring up the Templafy window:

Outlook signature Open up Word and navigate to the Outlook signature file, then open it. It will open up Word, and prompt when the signature has been created. You’ll see it in Outlook when you create a new email and click the Signature menu button in the email pop-out view.

Excel

How to open a spreadsheet in Excel Open the task pane and navigate to the spreadsheet you wish to open. Click the blue plus to do so.

User profiles

User profiles: Create a user profile if you don’t have one 1 2 3 Navigate to a template Click “Complete my profile now” button Fill in the remaining fields and click Save.

User profiles: How to edit a profile 2 1 You can also edit a profile after having navigated to a template – remember to select the profile first, then you can click the pen icon: Edit a user profile by first clicking the profile icon in the top right corner of the task pane, then click the “pen” icon of the user profile you wish to edit

User profiles: How to create more profiles 2 1 Duplicate a user profile: Click the “person” icon, then the three dots and finally the “copy” icon Create a user profile from scratch: Click the “person” icon in the task pane. Repeat the steps from when the first user profile was created. Hint: Edit a user profile by clicking the “pen” icon:

User profiles: How to switch between multiple profiles 2 1 Option 2: Navigate to a template, and then change the user profile you want to use Option 1: Switch user profile by clicking the “person” icon in the task pane and select the user profile you want to use.

User profiles: Tips to increase productivity 2 1 Duplicate a user profile: Click the “person” icon, then the three dots and finally the “copy” icon Edit your user profile by clicking the “pen” icon.

More information and getting help For more information about the Templafy solution, please visit our intranet page: URL For more information about our recent brand/visual identity update, please visit our brand intranet page: URL If you have any problems with Templafy, please reach out to our Help Desk: URL The main responsible for the Templafy solution is PERSON who you can reach by EMAIL and PHONE NUMBER. For more help and information about Templafy, please visit our FAQ and Help Center: https://support.templafy.com/hc/en-us www.templafy.com