Product updates 2022

Reorder data source schema fields

Released in December / Platform

Easily reorder columns (schema fields) inside a data source​

• Allow to reorder schema field inside the data source to ensure the data source readability to remove the need of recreating a data source to rearrange the columns as desired ​​

Additional information: How to create schema fields?

Search in data sources / Hide and show fields in a data source 

Released in December / Platform

Easily find the desired items in data sources ​

• Simplify the look up of items and columns inside data sources by allowing to search for items within a specific column, or show/hide the columns within the data source​​

Additional information: How to create and manage data source items?

Additional levels of filtering in the user profile 

Released in December / Platform

Display the right option for the right users in user profile dropdowns​

• Strengthen the filtering capabilities of dropdowns in the user profile to ensure the end-users are only displayed with the necessary options to pick from​​

Additional information:  Configuration of form fields in the User Profile / User Profiles

And() and Or() functions in Dynamics binding syntax

Released in December / Modules: Library & Dynamics

Easily adjust smart field visibility through additional functions​

• Introduce two additional functions in Dynamics to avoid complex function utilizing several nested IfElse() statements and simplify the process of dynamically adjusting the visibility of elements ​​

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()?

Data sources structure map 

Released in December/ Platform

Easy overview of data sources and their references​

• Provide an overview of the different data sources existing on the tenant and illustrate their relationships to allow for a holistic understanding of the data source structure​​

Additional information: Data sources structure map / How to create data sources?

New ribbon navigation options

Released in December / Module: Library

Making “start,” “build,” and “deliver” one click away for users with our refreshed ribbon
​

• Remodel the ribbon experience to provide end-users easy access to Templafy regardless of where they are in the document creation or delivery process.
• Streamline the navigation experience to improve end-user productivity.
  ​​

Additional information: Which Library buttons can be accessed from the ribbon on PC, Mac, and Office Online? / What is Templafy Library? / Delivery Connectors

Activity log for Email Signature

Released in November / Module: Email Signature

Track all changes that have been made to every email signature by admins​

• Allow admins to trace the changes that have been made to email signatures from within the Admin Center.​
• Ensure transparency of all admin modifications to email signatures.​​

Additional information: How to access the activities performed in the Email signatures tab of the Admin Center?

Accessible forms & User profile form updates

Released in November / Platform

Ensuring Templafy forms are accessible and can be utilized with assistive technologies​

• Increase accessibility by improving the keyboard and screen reader navigation for all forms and input fields. ​
• Enhance the discoverability of additional fields added to the user profile by ​introducing a dismissible alert message at the top of the form.

Microsoft SQL Server Data Connector

Released in November / Modules: Library & Data Connector

Extending out-of-the-box Data Connector capabilities to Microsoft SQL Server tables​

• Apply always up-to-date data from Microsoft SQL tables during document creation.​
• Reduce the cost, time and risk of manually inserting data into business documents.​

Additional information: Data Connectors / How to enable Microsoft SQL Server data Connector? / What are Dynamics and smart templates? 

Email elements accessible through the WebApp 

Released in November / Module: Library

Ensuring all Templafy assets can be downloaded from the WebApp ​

• Enabling the download of email elements from the WebApp to ensure that all users can access all assets made available to them. ​

Additional information: Email elements Library / Which templates and assets are available where?

Performance improvements for Document Content Updater

Released in October / Modules: Library & Dynamics

Mitigate waiting time when Document Content Updater runs on complex dynamic documents​

• Improve performance when updating complex dynamic documents and give progress updates to the user.​
• Improve the experience and reduce the time required for end-user when updating large compiled documents.​​

Additional information: What is the document content updater?  / How to use Update Document?

Dynamics on slide elements

Released in October / Modules: Library & Dynamics

Extending Dynamic capabilities to all relevantTemplafyasset types​

• Enabling the insertion of dynamic slide elements to automate the construction of standardized components of visual content and reduce the need for a multitude of different slide elements.​
• Increasing productivity for customers by catering to more complex use cases involving dynamic data within slide elements(common example:  tombstones)​

Additional information: What are Dynamics and smart templates? / Dynamics capabilities for PowerPoint / Slide elements Library

Template Designer

Released in October / Modules: Library & Dynamics

Intuitive and easy creation of efficient templates in line with company guidelines​

• Creating dynamic templates intuitively through pre-defined building blocks using a visual workflow that minimizes the manual writing of bindings​
• Simplified interface to enhance navigation during the building of dynamic documents.​​

Additional information: Dynamics & the Template Designer

Adaptive Section support for Dutch document standard

Released in September / Modules: Library, Dynamics & App Connector

Adaptive sections made available to comply with Dutch STUF-Document Creation Service requirements

• Populating Adaptive Sections via App Connector with data lists provided in the STUF- Document Creation Service format.

Additional information: How to enable Document Creation Services 1.1 App Connector?

Access to multiple tenants with the same email address

Released in September / Platform

Making it possible to seamlessly switch betweenTemplafy environments​

• Enabling admins and users who are part of more than one tenant to switch between them using the same email address​
• Mitigate risk by enabling admins to test configurations and content outside of their production environment
• Improve usability and productivity for admins responsible for content and maintenance of several brands/tenants within their organization ​​

Additional information: Working with multiple Templafy tenants​

Corporate Terminology

Released in September / Module: Check

Centralized governance of company language in employee produced content​

• Define preferred corporate terms that will be either autocorrected or suggested depending on the admin's choice within Office applications. ​
• Set alternatives for words that should be avoided by the end-user. These centrally administrated terms will be detected by Check in PowerPoint.​
• Reducing the risk of the misuse of corporate language by allowing centralized governance.

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

Campaign creation assistant

Released in September / Module: Email Signature

User-friendly setup of engaging email campaigns without the need for IT support

• Enabling Marketing and Branding departments to self-sufficiently create and manage bottom email campaigns.

• Minimizing the need of HTML in order to create Email campaigns. 

• Library of pre-set best practice email campaign templates for the customer to select and build from.

Additional information: How to create email signature parts?

Offline templates

Released in September / Modules: Library & Offline

Allow your mobile workforce to work anywhere, anytime from selected templates​​

• Providing the most relevant templates to the end-user when working without an internet connection.

• Enabling the admin to select and manage templates that are available offline.

Additional information: Library & Offline templates / Offline templates (Hive)

SharePoint and OneDrive Delivery connectors

Released in August / Modules: Library & Delivery Connector

Support the document workflow with handover directly to SharePoint or OneDrive from any application

• Save all types of documents directly to SharePoint or OneDrive during the document creation flow regardless of where the document is created.

• Access control to delivery destinations is managed by the native set-up of SharePoint or OneDrive.

Additional information: How to enable SharePoint and OneDrive Delivery Connector? / SharePoint and Templafy integration

Templafy Desktop Host 3.1

Released in August / Platform

Introduce a digitally signed host version 3.1​

• Ensuring that the installer of Templafy Desktop is digitally signed therefore trusted by the operating system​
• Provide a secure installation and uninstallation process ofTemplafyDesktop to reduce IT risks​

Additional information: Templafy Desktop Host

Download user profile data from the Admin Center

Released in July / Platform

Easy overview of user profile completion within an organization

• Allowing the tenant owner to download the user profile data as a CSV file directly from the Admin Center. 
• Easily identify the user profile completion and create statistics based on offices, departments, or any other relevant user profile field.

Additional information: Users (manage all users) / How to create, edit, and delete form fields in the User Profile? / 

Dynamics on slides in the Slides Library

Released in July / Modules: Library & Dynamics

Dynamic elements on individual slides for increased customization

• Bringing our PowerPoint dynamics capabilities to the Slides Library, in both the normal view and the master view, to solve more complex use cases.
• Allowing customization of slides using dynamic elements on individual slides or on slide collections stored in the Slides Library. 

Additional information: What are Dynamics and smart templates? / Dynamics capabilities for PowerPoint / Slides Library

Standard data sources

Released in July / Platform

Out-of-the-box data sources for easy set-up and utilization in templates

• Commonly used set of data sources available by default from onboarding.
• Easily populate the data sources and utilize in templates and email signatures.
• Best practice guidance on how to utilize and structure data sources.

Additional information: What are standard and system-generated data sources? / How to create data source items?

Targeted module distribution for Check, Productivity Plus, and Email signature add-in

Released in July / Platform

Distribute the right modules to the right users

• Distribute Check, ProductivityPlus, and Email signatures VSTO add-ins to the right users and user groups.

Additional information: How to target the distribution of Check, ProductivityPlus, or Email Signature modules?  / Check for PowerPoint rules / ProductivityPlus features / What is Email Signature?

Team collaboration in Engage

Released in July / Module: Engage

Share documents and analyze feedback and insights as a team

• Enable all relevant team members to view insights of documents that are shared via Engage.
• Enable teams to collectively follow the progress of shared documents and strengthen the collaboration.

Additional information: How to share documents as a team?  / Uploading and sharing documents / What is Insights?

Additional access control options for Single Sign-on

Released in June / Platform

Granular access control based on discriminator claims

• Limit access to different tenants of the same company who are using SSO authentication.
• Centrally configure access limitations based on user-profile values.
• Shelter sensitive content by restricting access to tenants using the same SSO authentication.

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?

Full Email Signature preview in Admin Center

Released in June / Module: Email Signature

Easily preview and adjust email signature components by accessing a complete overview of the email signature

• Live preview of the complete email signature that employees see with all active components including campaigns and disclaimers.
• Verify the look and feel of updated email signatures before deploying it to ensure perfect roll-out every time.

Additional information: How to work and preview signature parts using the HTML editor? / What is Email Signature?

Support for Spreadsheets in Engage

Released in June / Module: Engage

Easily share spreadsheets and collect feedback from colleagues or external recipients

• Share spreadsheets in a PDF format and let participants annotate and view the document.
• Providing document insights for spreadsheets that are shared.

Additional information: 

Server Mode support for 3rd party Add-ins

Released in May / Platform

Seamless distribution of sponsored solutions through Templafy

• Support the distribution and installation of third-party add-ins and sponsored solutions in Citrix and other virtual environments.

Additional information: Third-party add-ins / Third party add-ins for server mode

Delivery Connectors in Office Online, MS teams, and Mac

Released in May /Modules: Library & Delivery Connector

Full-scale platform and systems agnostic delivery

• Seamless hand-over of documents to third-party applications to continue the document creation flow when utilizing the Library web add-in.
• Unify the Library experience within Excel among Windows and Mac.

Additional information: Modules overview and availability  / What is Templafy Library? / How to distribute Library web add-in for Office online & Mac?

Extend Email Authentication Token Lifetime

Released in March / Platform

Extending Authentication Lifetime to ease access to Templafy for users

• Improve usability for customers using the email authentication method by prompting them to sign in bi-weekly instead of daily

Additional information: How to configure e-mail authentication? / Invites

User Management Activity log

Released in March / Platform

Ensure best practice security standards with a full overview of user management activities

• Empowering Admins to see which users have been granted access to the tenant in order to inspect malicious or unexpected behaviors.
• The logs contain which users have been given access to the tenant, who gave access to them, when this action took place, to what user group they were added, and what rights the new user was granted.

Additional information: User management activity log / Users (manage all users)

Additional levels of filtering for Dynamics

Released in March / Modules: Library & Dynamics

Filter a data source on multiple columns instead of just one for more nuanced gating questions

• Having the possibility to filter multiple columns in a data source and display all possible options accordingly.
• Improved navigation when using forms containing drop-down menus.

Additional information: What are Dynamics and smart templates? / How to filter the answers for dropdowns or flexible dropdowns?

Dynamics on slides for Presentations Library

Released in March / Modules: Library & Dynamics

Dynamic elements on individual slides for increased customization

• Bringing our Dynamic capabilities to the slides level, the normal view, in presentations.
• Allowing customization of slides using dynamic elements on individual slides within a presentation.

Additional information: What are Dynamics and smart templates? / Dynamics capabilities for PowerPoint

Custom, SharePoint, & Adobe Experience Manager Content Connectors

Released 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

• Streamlined access to the content: Surface any static asset within Microsoft Office and Google Workspace to connect branded content to where employees work.
• Real-time updates: Both updates to existing content and the addition of new materials automatically feature in Templafy.
• Remove duplicative maintenance: All maintenance occurs via SharePoint, Abode EM, or the other DAM system which is then mirrored in Templafy.
• Content & security governance for SharePoint and Abobe Experience Manager: Users will only see content in Templafy they have access to in SharePoint/Abode EM.

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?

Internal & external email signatures

Released in March / Module: Email Signature

Differentiate between internal & external audiences for effective and compliant company email signatures

• Audience targeted signature management: Filter which email signatures, legal disclaimers, and boilerplate campaigns are applied based on whether the recipient’s domain is internal or external to your organization.
• Streamlined internal communications: Save the campaign signature content for its intended, external audience. Keep internal email communication relevant and improve email thread scannability by only including the necessary signature components

Additional information: How to set up signatures for internal and external audiences?

Email Signatures for Google Workspace

Released in March / Module: Email Signature

Email signature management in Gmail

• Central management of marketing campaigns to control email signature marketing across the organization.
• Management of multiple brands and office locations in one layout through our easy-to-use centralized platform.
• Real-time rollout and scheduling of email signatures and seasonal campaigns.
• Signature preview so employees see the email signature exactly as the receiver before it’s sent.

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? 

Dynamics dates calculations

Released in February / Modules: Library & Dynamics

Save time and limit human error with automatically calculated dates.

• Dynamically perform date calculations based on other dates, eliminating the need to enter multiple dates.
• Simplifies the process of standardized documents with for example a certain validity period like a quote.

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?

Resource Management improvements 

Released in January / Platform

Making the management of data sources simpler and less cumbersome

• Making it possible to delete data source items that are still in use by user profiles
• Edit the description of a data source after its creation
• View the references of the data source and analyze how it is used in Templafy 

Additional information: How to delete data sources and data source items? / How to preview the references of a data source or data source item? 

Images and Content Connectors for Excel

Released in January / Module: Library

All company-approved content available directly in Excel

• Bringing images and content connectors into the Templafy Library within Excel on Windows.
• Unify the Library experience within Excel among Windows and Mac.

Additional information: Templafy Library in Excel /  How to upload files to Libraries / Which templates and assets are available where? / Content Connectors

• Product updates 2023
• Templafy add-ins for Hive - release notes
• Email Signature for Office 365 - release notes
• Templafy Desktop - release notes