Tech Cheat Sheet - Most Frequently Asked Questions from Customer IT

Updated October 11, 2024 15:24

This article details the most frequently asked questions from customer IT.

Platform

What is Templafy Desktop?

Templafy Desktop is a program that is installed on Windows that ensures a user always has the latest VSTO Add-ins.

What are the pre-requisites for installing Templafy?

Does Templafy work on Citrix / Remote Desktop Servers?

Yes, Templafy Desktop can be installed in server mode and Web Add-ins are compatible.

What are the IT tasks needed to implement Templafy?

Integration of Templafy in MS Office
- Achieved by installing Templafy Desktop or by centrally deploying Web Add-ins.
- 4 - 16 hours depending on internal processes.
Set up Single Sign-On
- Most commonly used are SAML2 and OpenID Connect.
- 1- 8 hours depending on internal processes.

Our IT infrastructure is not centralized / Not all users are on the same AD. How does Templafy handle this?

Deployment of MSI / Web Add-in
- Different Add-ins, permissions, templates, etc. can be deployed to specific user groups / regions.
Single Sign-On
- Templafy supports multiple authentication methods for same tenant. This means users from different Active Directories can sign in using different methods.

How is Templafy updated?

Templafy Web Application - Runs in the cloud and is updated server side. The web application is always running the latest version.
VSTO Add-ins - Updates are handled by the Templafy Desktop client. There is no need for IT involvement to roll out any updates. Client IT can get access to updates prior to releases to test locally if needed.
Web Add-ins - Automatically updated server side.

How to Fix the Error "Tenant is no longer available"

Follow the steps in the article, How to Fix the Error "Tenant is no longer available"

Integrations

Does Templafy integrate to SharePoint?

Yes, via the Templafy SharePoint app it is possible for end-users to create documents via Templafy directly from Templafy. Documents created this way are saved in the relevant document library in SharePoint from where they are created.

What other systems does Templafy integrate with?

Templafy's available integrations can be found here.

Does Templafy support Google Workplace?

Yes, Templafy integrates within Google Workspace.

Security

Note

Templafy is a secure multi-tenant Saas solution running in the Microsoft Azure cloud offering various benefits with security and automatic load scaling.

Where is company data stored?

Company data is stored on Microsoft Azure. Templafy is clustered into regions to provide enhanced availability. Customers can select a region for data storage. Once selected the data storage cannot be moved.
Templafy leverages sub-processors to support the provision of Templafy services.

Does Templafy store confidential data?

No. Templafy is typically used for standard, generic content such as contract templates and brand-compliant slide decks that users generate and further build on.

What data does Templafy store?

User data: Minimum user data is user email which is used as unique identifier. Typically name, department, contact info, and other relevant elements as configured by customer admins/owners.
Company info: office addresses, disclaimer texts, logos
Digital assets uploaded to Templafy: templates, images, slides
System information: IP address and usage behavior as users navigate through the Templafy services.

How does Templafy handle client data?

Storage:
- Data is stored in SQL Azure.
- Digital assets are stored in a unique Azure Blob storage for each customer.
- Both types of storage are considered highly secure and reliable (All data is saved on 3 disks and has geo redundancy to other data center within geographical region).
Encryption:
- Templafy supports TLS1.2.
- Data at rest is encrypted using AES 256-bit encryption is enabled by default throughout all Azure services in use for the Templafy Services.
- TLS1.2 is used to communicate between all the Azure services in use for the Templafy Services.
- File and disk level encryption on blob storages.
- Disk level encryption on SQL database.

Who controls what files that are uploaded to Templafy?

Only tenant admins and tenant owners on the Templafy solution can upload files. The customer controls who has admin rights.

Are documents created by end-users stored in Templafy?

Compiled templates are stored in a temporary data storage for 24 hours. Once the template has been compiled using the Templafy platform, it is saved locally onto the user's machine or in the chosen DMS/CRM application through Connectors.

How does Templafy Library work with FIPS-Compliant Enforcement?

Templafy uses MD5 algorithm to generate a checksum for data integrity parity checks when downloading add-ins, templates, and assets to assure files are not corrupted during download or decompression.
MD5 is not a FIPS-compliant cryptography algorithm, thus if FIPS-compliance is enforced, MD5 will not generate a checksum for data integrity.

Related to

library mobile mac guide layer hive ip address tech_role

Articles in this section