Managing User Profiles

This article explains what a User Profile is and how to manage it as an end-user.

Overview

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 used 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 Web App

1. Go to your Templafy Web App in a browser, at tenant.templafy.com.
2. Select Profile & settings.
3. Click on the profile you want to update.
4. Click Save.
5. To add an additional User Profile, select + Add user profile, and click Create.

How to manage User Profiles from Office applications

1. Open an Office program.
2. Click on the Templafy button in the ribbon to launch the Templafy task pane.
3. Click on the User options icon (bottom-most).
4. Expand the User Profiles dropdown.
5. Click on the profile you want to update.
6. Click Save.
7. To add an additional User Profile, select Add user profile.