About this article
This article will explain what a Templafy User Profile is, how it can be accessed, what it is used for, how it can be updated and who can access it.
Sections in this article:
What is a Templafy User Profile?
The Templafy User Profile is used to store office, company, contact, or custom information about Templafy end-users. Information about end-users from the User Profile can be utilized in the creation of dynamic templates/documents, in e-mail signatures (both generation and filtering), and filtering folders in the Templafy Library.
Sections of the User Profile
The User Profile header is the abbreviated information/summary that a user will see when they create their User Profile in Templafy.
The User Profile body will contain the majority of the information about the end-user. As mentioned previously, it can be set up to contain information about end-users office, contact details, company specific details (department, unique employee ID, etc.), or employment status. User Profiles can be filled in either by manual entry or pre-populated via AD Claims from a companies Active Directory.
Multiple User Profiles
Users can create multiple user profiles - useful for employees with different job titles or for Executive Assistants needing to create a document or send an email on behalf of their manager. The 2nd user profile is free-text, meaning the user isn't limited to their own attributes and can freely write what they need.