Web App - the Templafy web application. End users can access their company templates here from any browser on any device. Admins can access the Admin interface form here.
Admin interface - a part of the Web App available to company admins only. From the admin interface an admin can maintain the content in the solution.
Admins - Admins have access to an account page in the web app from where it is possible to maintain the solution.
Template libraries - The place in the admin interface where you upload and organize your company templates. There is a template library for these document types: Documents, Presentations, Spreadsheets.
Asset - Asset is used as a common name for all other files that are not templates. In Templafy we support following assets: Slides, Slide elements, Texts elements, Images, PDFs, Web links
An asset either be inserted in a template by the users directly in Office via Templafy Office integration or it can be downloaded from the Web App.
Asset libraries - Where you upload other content than templates.
Following assets can be accessed from the Web App and directly from MS Office:
- Slide element
- Text element
Following assets can be accessed on the Web App only
- Web links
Company data - Data used by the solution. For example logos, color themes, legal disclaimers, translations, office information.
Data source - A spreadsheet containing data used by the application. This can be edited via a web interface or be downloaded and edited in Excel and re-uploaded.
File editor - This is a menu for each file uploaded to Templafy. Click on the file in the admin interface to get the file editor. In this editor the specific file can me managed. You can add forms and plugins or tags
Form - A collection of one or more fields that can be added to a template in the admin interface. The user can fill out information in these fields which is then inserted in the template when created by the user. A from is added to a template in the File editor.
Form field - Is basically a field in a form.
Plugin - Plugins are the "engine" of the Templafy solution. Plugins is what makes the difference between static and dynamic templates. A plugin can carry out a specific function e.g. inserting a logo, apply a color theme or translate a template based on the user profile of each individual user. A plugin can be added to a template that needs this function. This can be done form the File editor of the specific template
Templafy Office integration
Add-ins - Templafy integrates to Microsoft Office via add-ins. When add-ins are installed, the user has access to all company templates directly from Word, PowerPoint and Excel via a customized toolbar.
Templafy Desktop- a Templafy application that is used for deploying add-in files to end-users computers. Templafy Desktop also handles Email signatures for Outlook and Offline content.
Placeholders - a destination used for inserting data into a template. Used placeholders are content controls for Word and shapes for PowerPoint. A placeholder contains a configuration that determines what information will be inserted.
Content control - a destination for data insertion in Word.
Shape - a destination for data insertion in PowerPoint presentation.