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  • Admin Center & Admin features
  • Searching in the admin interface
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  • Admin guides

Admin guides

Updated June 06, 2023 12:32

General

  • What is a form
  • What is a data source
  • How to extract a list of users
  • Templafy user groups

 

Uploading templates (Documents, Presentations, Spreadsheets)

  • How to upload to libraries 
  • How to replace a template 
  • How to organize & create folders and organize templates

 

Uploading assets to libraries

  • Basic rules for uploading assets to libraries 
  • Uploading slide elements to the elements library 
  • Uploading slides to the slide library
  • Uploading PDF files to the PDF library 
  • Uploading images to the image library
  • Uploading text elements to the text library
  • Uploading text for outlook
  • How to upload web links to the link library 

 

Managing content and company data 

  • How to edit company data (using the Web interface)
  • How to edit company data (using Excel)

 

Advanced 

  • Static vs. dynamic templates 
  • Creating dynamic templates 
  • Dynamic template configuration 
  • How to assign admin rights

 

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