Does Templafy Dynamics work with G-Suite? - Yes
Templafy can deliver dynamically personalized templates to e.g. Google Docs as shown in the letterhead and presentation below. It can be opened from the Web-app directly in Google Docs.
How to open a template with G-suite?
From the Web-App a personalized template can be opened with Google Docs and saved to Google Drive as it can be seen from the example below with a standard letterhead.
Can templates be opened directly from Google Drive? - Yes
It is possible to create documents directly from within Google Drive. The Templafy button resides in the New Document button.
Are there any pre-requisites for Google Drive integration? - Yes
The tenant (account) on Templafy must be setup to use Google Authentication as the authentication method in the admin interface.
How is the Templafy app for Google Drive installed?
Installation happens automatically when having setup Google authentication.
Does the Template Designer work for Google Docs? - No
Template Designer is as VSTO add-in based tool for PC that only works with Microsoft Office for PC.
How is Dynamic templates setup for G-suite?
Dynamic templates for G-suite are setup as ordinary MS Office templates using the Template Designer. These templates are uploaded to Templafy via the admin interface in MS Office formats.
Are there any limitations of G-suite templates compared to MS Office formats? - Yes
Historically G-suite has not offered the same formatting options and features as within MS Office
Does a template work equally well in MS Office and G-suite? - Yes
If it has been setup up properly to do so. In this case the limitations of the G-suite from a formatting perspective sets the bar for what can be achieved.
Are all Templafy features supported in G-suite? - Not all
In general all features that are available in the Web-App are supported in G-suite.
- Personalized templates (insert logos, disclaimers, personal info etc)
- Built templates
- Document automation via gating questions
- Document Updater
Unsupported Templafy modules
- Font distribution
- Email signature
Can Templafy integration to Google Drive be improved? - Yes
It is possible to make a task pane as we know it from the Templafy Web Add-in. This is not currently on the roadmap.