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 peronalized 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 to a dynamic template is a Static template.
A classic example of a dynamic template: The letterhead
The template holds a basic design structure for the document, and a series of dynamic placeholders.
The placeholder used in Word is content control. All content controls are configured to know exactly which information should go into placeholders, and according to which criteria.
Dynamic templates are configured using the Template Designer. For more information on this, click here.
If you're not familiar with Templafy, learn more.