This article covers:

  • Logging in to the connector

  • Finding images using the connector

  • Adding images to PowerPoint documents

  • Adding images to Word documents

  • Differences in image placement for Mac and Windows users

Logging in to the connector

When you open the connector in PowerPoint or Word, you will be prompted to enter your company email address. You will be asked to refresh your logins after periods of inactivity.

In the following menu, enter your Templafy password and select Access Templafy. Templafy will then authenticate your login credentials and you will be able to access content from your OpenAsset system.

Finding images using the connector

You can find content using the connector by navigating the folder menu or by entering search terms.

The folder structure of the connector menu matches the categories you have in your OpenAsset system. Select a category to explore its contents.

Categories with large numbers of sub-folders are grouped alphabetically to help you navigate to them quickly.

Selecting a project will display images within the connector menu. Moving your cursor over an image will display the file keywords attached.

Searching for images

Entering a search term, such as a keyword, will display relevant images from across all categories.

When you enter a search term, the connector will search on the following OpenAsset fields:

  • Project keyword

  • Project name

  • Project code

  • File keyword

  • Filename

  • Original filename

  • Caption

  • Description

You can also search for images within a folder. For example, to find images within a specific project in OpenAsset navigate to that folder, select the search icon and enter a search term.

Adding images to PowerPoint documents

To add an image into your document, click the image in the connector menu. It will then be added to your slide and you can resize or crop the image as required.

Adding Image Placeholders to your document

Images can be added from the connector to Image Placeholders. Images are automatically resized and cropped to fit the placeholder, making the process of building a presentation quicker and more consistent.

Typically this workflow will involve using a master slide design with Image Placeholders inserted into the document. To edit the slide master, select View > Master > Slide Master.

Select the master slide you wish to edit, then select Insert Placeholder > Picture from the Slide Master menu.

When you are happy with the layout, select Close Master. You can then choose this master slide when you select New Slide.

Adding images to Image Placeholders

To add an image to a placeholder, select the placeholder in the document then click the image in the connector menu. If no placeholder is selected, the connector will add the image to the first empty frame, working clockwise from the top-right of the slide.

Adding images to Word documents

As with PowerPoint, selecting an image from the connector menu will insert it into your Word document.

Adding Image Frames to your document

From the Developer menu, select Frame to insert an Image Frame into your Document.

Adding images to Image Frames

Select the Image Frame, then click the image in the connector menu to insert the image into the frame. If no frame is selected, the image will be added outside the frame. Images are not automatically cropped to fit image frames in Word, but you can resize them within the frame.

Differences in image placement for Mac and Windows users

This article primarily describes the image placement workflow for Mac users. For Windows users, there are a few differences to be aware of:

  • Images can be placed into non-image placeholders, such as text boxes and shapes

  • Images are inserted into PowerPoint documents in a crop mode, which can be adjusted as required

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