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Save and Share Documents in Templafy

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Thursday November 13, 2025

Learn how to save, export, and share your documents directly from Templafy.


In this quick video, we’ll show you how to:

  • Save a copy of your document to your computer or as a PDF

  • Save to external systems like Salesforce or SharePoint (if available)

  • Email your files in Word, PowerPoint, or PDF format

  • Export selected slides from PowerPoint and send them via email

Make saving and sharing content effortless with Templafy’s built-in export options.

👉 Tip: Use this feature to send ready-to-share files without ever leaving PowerPoint or Word.