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 of the specific dynamic functions that Templafy can do. Documents can be personalized based on choices made in the  User Profile or in a Document form. 

For a more in depth explanation of what a Dynamic Template is please click here

Dynamics templates are setup with the Template Designer

Feature overview

Insert texts

• Insert text from Templafy data sources
• Insert text from User profile
• Insert text from Forms
• Insert text from text elements
• Insert text from external systems (DMS / CRM)

Insert image / logo

• Floating image
  • In header / footer
  • Different pages
  • In document
• Inline images

Advanced features in the Document

• Hide or delete text
• Lock text
• Translate text
• Update document 

Basic features in document metadata 

• Set Custom Document Property
• Set Document Properties
• Set Custom XML
• Apply color theme
• Set page layout
• Set proofing language