Templafy Dynamics - feature overview

Dynamics

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