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 WebApp

1. Go to your Templafy WebApp in a browser, at tenant.templafy.com.
2. Go to the ellipsis in the top right-hand corner of the Templafy Library window and click the Manage User Profiles button.
3. Click the profile you want to update.
4. Edit your User Profile.
5. Click Save.

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 ellipsis menu.
4. Select Manage User Profiles.
5. Click the profile you want to update.
6. Edit your User Profile.
7. Click Save.

Adding an additional User Profile

1. Go to tenant.templafy.com in a browser, or within an Office Application.
2. Click on the ellipsis in the top right corner and click Manage User Profiles.
3. Click on the ellipsis on the bottom and select Add user profile.
4. Fill in your User Profile.
5. Click Create.