Templafy Dynamics - feature overview

Dynamics

With Dynamics, Templafy is able to build a document based on user preferences and personalize this based on who the user are. This article contains an overview the specific dynamic functions that Templafy can do

Headlines in this article

• Insert text
• Insert images
• Translate basic terms in a template
• Set proofing language 
• Re-apply user profile and document form data 
• Set page setup
• Set date and date format
• Set Custom Document Property

Insert text

Destinations

• 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

Destinations

• Insert image in header/footer (floating)
• Insert image in document in picture content control (inline)
• Insert image in a 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 behind Dynamics

• User profile
• Document form