Templafy Dynamics - feature overview

Features

Insert text

• Insert text into content controls
• Insert text into shapes
• Insert text elements into content controls

Types of text

• Addresses
• Contact information
• Legal disclaimers
• Text elements

Sources of text

• Templafy data source (spreadsheet)
• Word documents (text elements)
• Document form
• User profile
• Client Active Directory
• External systems
  • DMS
  • CRM

Insert images

• Insert in header/footer (floating)
• Insert in document in picture content control (inline)
• Insert image in shape 
• Insert image on a slide

Translate text

• Terms in a template
• Set proofing language

Set page layout (Word)

• Set margin 
• Set header/footer 
• Set paper size
• Set paper orientation

Set document properties

• Insert metadata into custom document properties

Hide/delete placeholders

It is possible to hide or delete a placeholder if no data is inserted via the visibility options in the Template Designer, if there is no data inserted

Date

• Set date
• Set date format

Logic for determining what to insert

• User profile
• Document form