How to manage user profiles?

About this article

This article explains what is a user profile, how to manage it as an end-user.

• What is a Templafy User Profile?
• How to manage User Profiles from the WebApp?
• How to manage User Profiles from the add-in in Office?

Note

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. The User Profile is usually completed during the onboarding flow (first installation and launch of Templafy on a user's computer) and can be edited afterward.

How to manage User Profiles from the WebApp?

1. The end-user's User Profile can be accessed by going to your Templafy WebApp in a browser, at yourcompany.templafy.com, or within an Office Application. From here you go to the ellipsis in the top right-hand corner of the Templafy Library window and click the Manage User Profiles button seen below:
2. Once in the Manage user profiles section, click the profile you want to update
3. Edit your User Profile
4. Click Save

How to manage User Profiles from the add-in in Office?

1. Open an Office program, e.g. Word
2. Start your document creation 
3. Click on the Templafy button in the ribbon to launch the Templafy task pane 
4. Click on the ellipsis menu 
5. Select Manage user profiles
   
   
   
   
6. Apply your edits or updates
7. Click Save

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