About this article
This article explains what is a user profile, how to add a user profile and how to manage it as an end-user.
Note
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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
- 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: - Once in the
Manage user profiles
section, click the profile you want to update - Edit your User Profile
- Click
Save
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