Templafy is not a Document Management System (DMS) – Templafy does not store or file your documents. It is for creating documents from approved templates and digital assets. However, Templafy integrates with the following DMSs:
- Microsoft Dynamics
How does Templafy integrate with Document Management Systems?
When a template is opened from any DMS, it opens a Word or PowerPoint file. If this file has the necessary document properties attached, Templafy will detect these when opened, and prompt the user to select the relevant template from Templafy, e.g. a letter or report. The selected template will then be merged with any data from the DMS.
The end result is an on-brand document containing information from the Document Management System. This document is also stored in the DMS that is being used.
Within Word, Templafy will merge any Content Control that shares the same 'Title' from the Document Management System to the template in Templafy. Templafy will also merge any Bookmark from the Document Management System to the template in Templafy.
Content Controls that are supported in Word include:
- Rich Text.
- Plain Text.
- Date Picker.
No fields can be merged from Document Management Systems into PowerPoint presentations at present.
Shared (Document Properties)
The document in the DMS needs up to three different Document Properties:
- 'TemplafyExternalSystem': SalesForce | MicrosoftCrm | WorkZone | Tieto | F2 | MFiles | Pivotal
- 'TemplafyNavigationPath': String
- 'TemplafyAreasToUpdate': All | Header | Footer | Body | HeaderFooter
'TemplafyExternalSystem': Specify which DMS the file will come from, this will make Templafy prompt for the according template to be used.
'TemplafyNavigationPath': Path to the document which is used in Templafy to migrate data.
This path is part of of the URL when creating documents in the Templafy WebApp, and comes after .templafy.com. For example, 'https://templafy.templafy.com/documents/foldername/Name-of-Word-file' becomes 'documents/foldername/Name-of-Word-file'.
Examples of paths include:
'TemplafyAreasToUpdate' - This DocumentProperty is optional. It defines which parts of the document to update. Not adding this value will make Templafy read it as set to 'All'. The different values are: