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 the following assets: Slides, Slide elements, Texts elements, Images, PDFs, Web links.
An asset can 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 content other than templates.
The following assets can be accessed both from the Web App and directly from MS Office:
- Slide elements
- Text elements
The 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 downloaded and edited in Excel then re-uploaded.
File editor - This is a menu for each file uploaded to Templafy. Click on the file in the admin interface to access the file editor. The specific file can be edited in this editor. You can also 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 form is added to a template in the File editor.
Form field - Is basically a field in a form.
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.