A dynamic template can be personalized based on the User Profile of an end-user, meaning that the document generated will be on-brand, legally compliant, and able to contain personal information.
The dynamic template uploaded to Templafy contains a basic design, formatting, and a series of dynamic placeholders. These placeholders are populated with data based on individual users, which turns the dynamic template into a personalized document.
Examples of elements which enable a template to be personalized to a user:
- Personal information from the user profile.
- Document specific information from a document form.
- Company information, such as address and contact information.
- Document language, and profile relevant languages.
- Legal disclaimers.
- Logos and color theme.
The opposite of a dynamic template is a static template, which you can read more about in the article: What is a static template.
Dynamic templates are configured using the Template Designer. For more information on Template Designer, please go to article: Working with the Templafy Designer.
Other relevant articles can be found in our knowledge base section: Template configuration.
A classic example of a dynamic template is the letterhead, shown in below example.
The letterhead template holds a basic design structure for the document and a series of dynamic placeholders.
The placeholder used in Word is a content control. All content controls are configured to know exactly which information should go into placeholders, and according to which criteria.