Articles in this section

Introduction to Templafy Platform

This article provides an overview of the technical stack used by Templafy. Templafy’s technology is a cloud-born SaaS platform. It has the flexibility to integrate into existing document ecosystems – whether on-premises or already in the cloud. Templafy integrates into Microsoft 365 and Google Workspace. It can be configured and customized to meet the needs of any organization in the world – no matter the size.

Templafy is the content enablement platform enabling businesses to align workforces and employees to create better performing business content, faster. Templafy boosts company productivity by introducing centralized governance to the document creation workflow.

Introduction to Templafy

Templafy is a cloud-based template and document asset management system. It integrates into Microsoft Office 2016-2024, Office 365 Pro Plus with 2016 Apps, SharePoint Online for Office 365 and Google Drive. It can be configured and customized to meet the needs of any organization in the world.

Templafy has a rich set of features to help users easily generate new documents that are up to date with regards to Visual Identity, Corporate data, User data, Legal information and shared content. Templafy can manage templates and document assets from a central admin platform which means it is easy for Brand and Managers and Content Administrators to update templates and push out new digital identities throughout the entire organization.  

Templafy Infrastructure high level overview

Scheme_of_PaaS_and_Customer_Infrastructure.png

Templafy technical overview

Area Description
Technology

Front-end: TypeScript, React, WPF

Backend: .NET, ASP.NET Core, VSTO

Hosting: Azure, Docker, Kubernetes (AKS), Web Apps, Azure SQL, etc.

Browser support

Microsoft Edge

Google Chrome

Mozilla Firefox

Apple Safari 

Cloud platform,
security and scaling

Web site and backend is hosted on Microsoft Azure Kubernetes and stores data in Azure Platform as a Service (PaaS).

Microsoft Azure is certified with ISO 27001 and PCI DSS among other.

For more information on Microsoft Azure security and compliance:
http://azure.microsoft.com/en-us/support/trust-center/

Microsoft Azure provides SLA of 99,95% for Kubernetes (website and API) and 99,99% for data storage.

For info on Microsoft SLA:
http://azure.microsoft.com/en-us/support/legal/sla/

Scaling Templafy uses Microsoft Azure Kubernetes automatic scaling of web sites.
New instances are automatically spun up based on activity on web server.
Database and Azure backend features are configured for performance.
Geofencing West Europe and North Europe
East US and West US
Central Canada and Canada East
Australia East and Australia Southeast
Data storage

Data are stored in SQL Azure. Files are stored in Azure Blob storage.

Both types of storage are considered highly secure and reliable (eg. all data is saved on 3 disks and has geo redundancy to other data center within geographical region).

Guest and
data isolation

The Microsoft Azure backend ensures that no other Microsoft Azure customer can access our data.

Isolated data containers for each customer/client with no direct access and a web-based access control system ensures that a user can only see data for the customer for which the User is signed on.

Role based system ensures that a User can only perform tasks in the system to which the User has been assigned privileges.

All controllers in the system have authentication filters to ensure guest isolation.

Encryption

All internal communication between server and client is SSL encrypted.

All data in transit is SSL (TLS) encrypted.

All data at rest is encrypted using Service Managed Keys (AES256).

Customer BYOK is not supported.

Open-Source components A selection of secure and qualified Open-Source components are used and are constantly monitored for patches and security vulnerabilities.
Third party tools A list of third parties used during the provision of the service can be found at https://www.templafy.com/data-processing-agreement
Authentication

Any SAML2 based Authentication Service (e.g. ADFS, Ping Federate, OKTA, Airwatch, etc.)

Open ID Connect like Microsoft Entra ID

OAuth 2.0 based authentication providers like Google

Single Sign-On

OpenID Connect via App in Microsoft Entra ID

ADFS, Ping Federate, OKTA, and SAML2

Open ID Connect

SCIM Templafy supports SCIM - read more here 
Protection To find out more about our extensive security protections, see our AICPA SOC report. SERVICE ORGANIZATION CONTROL REPORT ON CONTROLS RELEVANT TO SECURITY, CONFIDENTIALITY, AND AVAILABILITY
Ports used for communication between device and application  HTTPS (443) port only
Logging

Customer tenant:

  • Operations performed by users and administrators are logged in the activity log.
  • Lasted login is logged in the Admin Center.
  • Successful and failed logins are captured client-side using customer elected identity provider.

Templafy internal monitoring:

All requests to servers are logged for minimum 1 year, including any operations performed by privileged admins. These are monitored continuously using SIEM.

File types supported

docx, pptx, xlsx, pdf, jpg, png. More file types are added continuously.

Pre-requisites for Templafy Add-ins

Templafy is primarily working with two types of add-ins: VSTO Add-ins (PC) and Web Add-ins (PC, MAC & Office online). The difference pre-requisites for the two types of add-ins are the following:

VSTO Add-ins (PC)

For more details around the VSTO Add-ins prerequisites, check the technical prerequisites for Templafy Desktop.

Web Add-ins (PC, Mac & Office online)

For more details around the Web Add-ins prerequisites, check the Templafy Web Add-ins Overview.

glossary faq email signature manager dynamics tech_role
Was this article helpful?
3 out of 3 found this helpful

Comments

0 comments

Article is closed for comments.