Edit templates
Existing templates can be edited easily and directly in MS-Word at any time using the SEMYOU TEMPALTE Add-In with just a few clicks. This section shows you:
✔ Download existing template
✔ Edit template locally
✔ Make template available as new version
To edit a template, complete the following steps:
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Log in to SEMYOU TEMPLATE with your username and password: https://template.semyouonline.com
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Select Documents from the left navigation menu
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Select a client
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Select the template you want to download
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Select context menu >Download template The template will be downloaded via the browser function.
- Copy the template to a folder and note the location
Edit template
To edit an existing template, follow the steps below:
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In Windows, start the Microsoft Word app.
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Open the saved file / template in MS-Word
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In the toolbar, switch to the "SEMYOUTemplates" ribbon. Please note that the name of the ribbon may differ depending on the configuration.
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Select Templates. The SEMYOU TEMPLATE add-in is displayed in the right side panel. The login options will load if you have not logged in yet. In this case, log in with your user account.
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Select Designer in the toolbar. The Designer components are displayed.
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Now make your changes to the template. Create new fields or delete existing ones, add text or images, or reformat your document individually.
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Save the document locally in MS Word format (Docx).
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Open the SEMYOU Template web app and log in with your user account
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Switch to Document in the left navigation area
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Select a client
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Select New > New Document
- Select the file you just saved and select the Save button. The template has now been saved under the selected client and is available to all users.
Prerequisites
The following prerequisites must be met:
✔ You have a SEMYOU user account.
✔ You have a valid TEMPLATE app license.
✔ You have installed the Microsoft "SEMYOU Template" add-in
✔ You have an active internet connection
✔SEMYOU Template has been configured in advance with regard to clients and user profiles