About this article
Your opportunity to get familiar with all the juicy features and enhancements added to Templafy in 2022.
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- Reorder data source schema fields
- Search in data sources / Hide and show fields in a data source
- Additional levels of filtering in the user profile
- And() and Or() functions in Dynamics binding syntax
- Data sources structure map
- New ribbon navigation options
- Activity log for Email Signature
- Accessible forms & User profile form updates
- Microsoft SQL Server Data Connector
- Email elements accessible through the WebApp
- Performance improvements for Document Content Updater
- Dynamics on slide elements
- Template Designer
- Adaptive Section support for Dutch document standard
- Access to multiple tenants with the same email address
- Corporate Terminology
- Campaign creation assistant
- Offline Templates
- SharePoint and OneDrive Delivery connectors
- Templafy Desktop Host 3.1
- Download user profile data from the Admin Center
- Dynamics on slides in the Slides Library
- Standard data sources
- Targeted module distribution for Check, Productivity Plus, and Email signature add-in
- Team collaboration in Engage
- Additional access control options for Single Sign-on
- Full Email Signature preview in Admin Center
- Support for Spreadsheets in Engage
- Server Mode support for 3rd party Add-ins
- Delivery Connectors in Office Online, MS teams, and Mac
- Extend Email Authentication Token Lifetime
- User Management Activity log
- Additional levels of filtering for Dynamics
- Dynamics on slides for Presentations Library
- Custom, SharePoint, & Adobe Experience Manager Content Connectors
- Internal & external email signatures
- Email Signatures for Google Workspace
- Dynamics dates calculations
- Resource Management improvements
- Images and Content Connectors for Excel
October - December
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Reorder data source schema fieldsReleased in December / Platform |
Easily reorder columns (schema fields) inside a data source
Additional information: How to create schema fields? |
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Search in data sources / Hide and show fields in a data sourceReleased in December / Platform |
Easily find the desired items in data sources
Additional information: How to create and manage data source items? |
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Additional levels of filtering in the user profileReleased in December / Platform |
Display the right option for the right users in user profile dropdowns
Additional information: Configuration of form fields in the User Profile / User Profiles |
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And() and Or() functions in Dynamics binding syntaxReleased in December / Modules: Library & Dynamics |
Easily adjust smart field visibility through additional functions
Additional information: How to use functions And() and Or() with multiple True/False arguments? / How to adjust the visibility of smart fields? / How to provide an output based on a condition using IfElse()? |
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Data sources structure mapReleased in December/ Platform |
Easy overview of data sources and their references
Additional information: Data sources structure map / How to create data sources? |
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New ribbon navigation optionsReleased in December / Module: Library |
Making “start,” “build,” and “deliver” one click away for users with our refreshed ribbon
Additional information: Which Library buttons can be accessed from the ribbon on PC, Mac, and Office Online? / What is Templafy Library? / Delivery Connectors |
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Activity log for Email SignatureReleased in November / Module: Email Signature |
Track all changes that have been made to every email signature by admins
Additional information: How to access the activities performed in the Email signatures tab of the Admin Center? |
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Accessible forms & User profile form updatesReleased in November / Platform |
Ensuring Templafy forms are accessible and can be utilized with assistive technologies
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Microsoft SQL Server Data ConnectorReleased in November / Modules: Library & Data Connector |
Extending out-of-the-box Data Connector capabilities to Microsoft SQL Server tables
Additional information: Data Connectors / How to enable Microsoft SQL Server data Connector? / What are Dynamics and smart templates? |
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Email elements accessible through the WebAppReleased in November / Module: Library |
Ensuring all Templafy assets can be downloaded from the WebApp
Additional information: Email elements Library / Which templates and assets are available where? |
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Performance improvements for Document Content UpdaterReleased in October / Modules: Library & Dynamics |
Mitigate waiting time when Document Content Updater runs on complex dynamic documents
Additional information: What is the document content updater? / How to use Update Document? |
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Dynamics on slide elementsReleased in October / Modules: Library & Dynamics |
Extending Dynamic capabilities to all relevantTemplafyasset types
Additional information: What are Dynamics and smart templates? / Dynamics capabilities for PowerPoint / Slide elements Library |
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Template DesignerReleased in October / Modules: Library & Dynamics |
Intuitive and easy creation of efficient templates in line with company guidelines
Additional information: Dynamics & the Template Designer |
July - September
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Adaptive Section support for Dutch document standardReleased in September / Modules: Library, Dynamics & App Connector |
Adaptive sections made available to comply with Dutch STUF-Document Creation Service requirements
Additional information: How to enable Document Creation Services 1.1 App Connector? |
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Access to multiple tenants with the same email addressReleased in September / Platform |
Making it possible to seamlessly switch betweenTemplafy environments
Additional information: Working with multiple Templafy tenants |
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Corporate TerminologyReleased in September / Module: Check |
Centralized governance of company language in employee produced content
Additional information: What is Corporate Terminology? / How to add, edit, or delete terms for Corporate Terminology? / Corporate Terminology & Microsoft Office / Technical Clarification for Corporate Terminology |
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Campaign creation assistantReleased in September / Module: Email Signature |
User-friendly setup of engaging email campaigns without the need for IT support
Additional information: How to create email signature parts? |
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Offline templatesReleased in September / Modules: Library & Offline |
Allow your mobile workforce to work anywhere, anytime from selected templates
Additional information: Library & Offline templates / Offline templates (Hive) |
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SharePoint and OneDrive Delivery connectorsReleased in August / Modules: Library & Delivery Connector |
Support the document workflow with handover directly to SharePoint or OneDrive from any application
Additional information: How to enable SharePoint and OneDrive Delivery Connector? / SharePoint and Templafy integration |
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Templafy Desktop Host 3.1Released in August / Platform |
Introduce a digitally signed host version 3.1
Additional information: Templafy Desktop Host |
April - June
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Download user profile data from the Admin CenterReleased in July / Platform |
Easy overview of user profile completion within an organization
Additional information: Users (manage all users) / How to create, edit, and delete form fields in the User Profile? / |
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Dynamics on slides in the Slides LibraryReleased in July / Modules: Library & Dynamics |
Dynamic elements on individual slides for increased customization
Additional information: What are Dynamics and smart templates? / Dynamics capabilities for PowerPoint / Slides Library |
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Standard data sourcesReleased in July / Platform |
Out-of-the-box data sources for easy set-up and utilization in templates
Additional information: What are standard and system-generated data sources? / How to create data source items? |
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Targeted module distribution for Check, Productivity Plus, and Email signature add-inReleased in July / Platform |
Distribute the right modules to the right users
Additional information: How to target the distribution of Check, ProductivityPlus, or Email Signature modules? / Check for PowerPoint rules / ProductivityPlus features / What is Email Signature? |
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Team collaboration in EngageReleased in July / Module: Engage |
Share documents and analyze feedback and insights as a team
Additional information: How to share documents as a team? / Uploading and sharing documents / What is Insights? |
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Additional access control options for Single Sign-onReleased in June / Platform |
Granular access control based on discriminator claims
Additional information: How to configure SAML2 authentication? / How to configure Azure AD authentication? / How to use discriminator claims for SAML2 or Azure AD authentication methods? |
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Full Email Signature preview in Admin CenterReleased in June / Module: Email Signature |
Easily preview and adjust email signature components by accessing a complete overview of the email signature
Additional information: How to work and preview signature parts using the HTML editor? / What is Email Signature? |
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Support for Spreadsheets in EngageReleased in June / Module: Engage |
Easily share spreadsheets and collect feedback from colleagues or external recipients
Additional information: |
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Server Mode support for 3rd party Add-insReleased in May / Platform |
Seamless distribution of sponsored solutions through Templafy
Additional information: Third-party add-ins / Third party add-ins for server mode |
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Delivery Connectors in Office Online, MS teams, and MacReleased in May /Modules: Library & Delivery Connector |
Full-scale platform and systems agnostic delivery
Additional information: Modules overview and availability / What is Templafy Library? / How to distribute Library web add-in for Office online & Mac? |
January - March
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Extend Email Authentication Token LifetimeReleased in March / Platform |
Extending Authentication Lifetime to ease access to Templafy for users
Additional information: How to configure e-mail authentication? / Invites |
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User Management Activity logReleased in March / Platform |
Ensure best practice security standards with a full overview of user management activities
Additional information: User management activity log / Users (manage all users) |
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Additional levels of filtering for DynamicsReleased in March / Modules: Library & Dynamics |
Filter a data source on multiple columns instead of just one for more nuanced gating questions
Additional information: What are Dynamics and smart templates? / How to filter the answers for dropdowns or flexible dropdowns? |
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Dynamics on slides for Presentations LibraryReleased in March / Modules: Library & Dynamics |
Dynamic elements on individual slides for increased customization
Additional information: What are Dynamics and smart templates? / Dynamics capabilities for PowerPoint |
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Custom, SharePoint, & Adobe Experience Manager Content ConnectorsReleased in March / Module: Library & Content Connector |
Surface digital assets from SharePoint, Abode Experience Manager, or other Digital Asset Management systems exactly where employees need them
Additional information: SharePoint and Templafy integration / How to use the SharePoint integration? / SharePoint and Templafy Content Connector / How to enable SharePoint Content Connector? / How to enable Adobe Experience Manager Content Connector? / How to enable a Custom Content Connector? / How to build a Custom Content Connector API? |
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Internal & external email signaturesReleased in March / Module: Email Signature |
Differentiate between internal & external audiences for effective and compliant company email signatures
Additional information: How to set up signatures for internal and external audiences? |
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Email Signatures for Google WorkspaceReleased in March / Module: Email Signature |
Email signature management in Gmail
Additional information: Email signature in Gmail (Google Workspace) / How to edit the Email provider (Microsoft Office / Google Workspace)? / How to set up the Service Account required for enabling Gmail signature integration in Templafy? |
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Dynamics dates calculationsReleased in February / Modules: Library & Dynamics |
Save time and limit human error with automatically calculated dates.
Additional information: How to add days, weeks, months, quarters, or years to a selected date using DateAdd()? / How to subtract days, weeks, months, quarters, or years from a selected date using DateSubtract()? / What are Dynamics and smart templates? |
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Resource Management improvementsReleased in January / Platform |
Making the management of data sources simpler and less cumbersome
Additional information: How to delete data sources and data source items? / How to preview the references of a data source or data source item? |
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Images and Content Connectors for ExcelReleased in January / Module: Library |
All company-approved content available directly in Excel
Additional information: Templafy Library in Excel / How to upload files to Libraries / Which templates and assets are available where? / Content Connectors |
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