How to configure DMS-integrations in Templafy (Word)

Customer requirements

• Newest addins (4.5.X.X or higher)
• Only new WebApp/SPA

Document setup (DMS)

The document in the DMS needs up to three different Custom Document Properties

• "TemplafyExternalSystem": SalesForce | MicrosoftCrm | WorkZone | Tieto | F2 | MFiles | Pivotal
• "TemplafyNavigationPath": String
• "TemplafyAreasToUpdate": All | Header | Footer | Body | HeaderFooter

"TemplafyExternalSystem" - Specify what DMS the file will come from. Will make Templafy Prompt for the according template to be used.

"TemplafyNavigationPath" - Path to the document to be used in Templafy to migrate data over to.
The path is the part of of the URL when creating documents in the Templafy WebApp thats after *.templafy.com.
Eg. will "https://templafy.templafy.com/documents/foldername/Name-of-Word-file" become "documents/foldername/Name-of-Word-file"
Examples of paths:

• documents/business-areas/delivery-support/_delivery-email-english
• documents/DMS/English/_Letter
• documents/_Brev

"TemplafyAreasToUpdate" - This DocumentProperty is optional. It defines what parts of the document to update. Not adding this value will make Templafy read it as set to "All". The different values are:

• All
• Header
• Footer
• Body
• HeaderFooter

Document Setup (Templafy)

Content Controls that are supported:

• Rich Text
• Plain Text
• Date picker

Templafy will merge any Content Control that share the same "Title" from the Document Management System to the destination template (*.templafy.com)