Frequently asked questions about Templafy support for G-suite
Does Templafy Dynamics work with G-Suite?
Yes - Templafy can deliver a 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?
This happens automatically when having setup Google authentication.
Does the Template Designer work for Google Docs?
NO - the Templafy Designer is as 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 setup properly. if it has been setup up 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 from the Web-App are supported
- Personalized templates (insert logos, disclaimers, personal info etc)
- Built templates
- Document automation via gating questions
Dynamics not supported
Other modules not supported
- 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 Web Add-ins. This is not currently on the roadmap.