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.
Edit User profile
1. To edit the User Profile in Templafy, access your tenant at yourcompany.templafy.com, click the ellipsis in the top right corner of the Templafy Library and click
2. Once in the admin center, click the
Users section on the left side of your screen and then click the
User Profile tab
3. Here you will be able to add, update or delete details about the User Profile.
4. After editing is done, you click
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 header of a User Profile can be updated by entering the Administration center of your tenant.
1. Click the
Users tab and then navigating to the
User Profiles section.
2. Once in the User Profiles section, you will be able to edit the header by clicking the
Edit Form button
3. hovering over the header with your mouse and hitting
4. As you can see the in the above screenshot, bindings are used to determine what details should show in the header section.
5. In order to see the header for an end-user in the WebApp, click the ellipsis in the top right hand corner. Click
Manage User Profiles
The body of the User Profile will contain the majority of the information about the end-user. As mentioned previously, it can be set up to contain information about an 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.
1. In order to add a field in the User Profile, click the
Edit form button in the User Profile section of the Users tab.
2. Then click
Add form field at the bottom of the form.
3. After you have clicked the
Add form field you are presented with three tabs: General, Configuration and Layout (TextBox will always be the default type)
In the General tab, you have three sections, Type, Name and Label:
- The type section is the most important because it is where you choose the type of data for that field. You have the option of choosing a text box, check box, combo box, date, dropdown, heading or instruction
- The Name section should be filled out to describe the purpose of the field but it is only used as a reference and can not have spaces.
- The Label section is what end-users will see in their User Profiles. Fields in the User Profile can be made mandatory for end-users by clicking the Required slide button when creating the field.
Depending on what type of field you have specified in the Type section, you will be presented with corresponding configuration details.
- If you choose type text box, you have the option of adding a default value, setting the number of lines, setting max length, setting max number, setting minimum number or using an AD claim to populate the field.
- Text boxes, check boxes, combo boxes and dropdowns all have their own specific configurations while dates, instructions and headers do not have configurations.
- The field type dropdown is unique in that is needs to reference a Data Source in order to retrieve the list of drop down items. Please review the below diagram that explains what the different fields mean for dropdowns:
A practical example of the 'Filter By' field is if you have a Data Source with Countries and Cities. When you are in the User Profile, you click the dropdown for Country and select 'Denmark'. Then you go to the dropdown for the City and you do not want to see cities from other countries right? If you filter the Cities dropdown field by Country, you will only see the Danish cities.
For every type of field other than Heading and Instruction, you will have the ability to add a space before or after the field, or add help text before or after the field. The Heading and Instruction field types only have spacing before and after.