Dynamic template configuration
Dynamic templates are configured using the Template Designer, which is available to SuperAdmins in the Templafy VSTO Add-in (PC only).
In the Templafy admin center, it is possible to set up the necessary forms and data sources needed to support the dynamics required by the template.
Please see below for an example of a standard letterhead that has been made dynamic through using the Template Designer.
To make it dynamic, content controls are added to the letterhead. These contain bindings that determine which information will be inserted into the letter, based on the user.
Configuration of Forms and User profile.