Product updates 2023

Outlook Library web add-in

Released in September / Module: Library

Access Outlook Library on Mac, Office Online, and PC

• Provide email elements, links, images, and PDFs to Mac and Office Online users directly in Outlook using a web add-in

• To improve brand compliance and efficiency by bringing content to the users right where they work

Additional information: Templafy Library in Outlook / Which templates and assets are available where?

Cross asset library search

Released in September / Module: Library

Display search results across all assets 

• Search across all Templafy asset Libraries performing a single search

• To improve productivity and discoverability of assets by making it easier to find the desired assets

Additional information: How to use the search in Libraries?

User groups Management

Released in September / Platform

Increased transparency and management of user groups

• Overview of all external groups with their user count and the ability to remove deprecated external groups from Templafy

• Easily see the user count in all Templafy user groups

Additional information: Users (manage all users)

Additional languages for Check and ProductivityPlus ​ 

Released in August / Modules: Check for PowerPoint or ProductivityPlus

​Fully localized experience with Templafy in PowerPoint

• Added support for French, Spanish, Italian, Norwegian, Swedish Japanese, Dutch, Portuguese languages in Check and ProductivityPlus​

• Enhance compliance and efficiency for multi-national customers ​

Additional information: Supported languages for Templafy applications

Visibility expressions for Text element smart fields

Released in August / Modules: Library & Dynamics

Easily automate the visibility of text elements dynamically injected in Documents

• Allow admins to apply specific visibility bindings to Text elements smart fields without requiring complex workarounds

• Reduce the complexity and increase the flexibility of expression for Dynamics Compile

Additional information: How to dynamically insert text elements from the Library in a document?  / How to adjust the visibility of smart fields?

Enterprise grade access control

Released in August / Platform

Additional level of protection for partners accessing Templafy tenants

• Enable customers to be fully in control of who gets access to their tenant

• Access granting built-in to the product to improve security and minimize risk of unauthorized access to customer data

Additional information: Inviting Partners  / Security tab

Search Suggestions

Released in August / Module: Library

Guide end-user search using file names and tags

• Provide search suggestions to end-users based on the name and tags of assets uploaded to their Library

• To increase overall productivity by guiding the user to find relevant assets faster

Additional information: How to use the search in Libraries? / How to use tags in Libraries?

PDF file creation by Unattended Document Generation API (Preview)

Released in June / Modules: Library, Dynamics, & Public API 

Streamline unattended document generation 

• Enable the automated creation of PDFs with user/company-defined triggers

• To increase efficiency, reduce cost and streamline workflows and outputs

Additional information: Unattended Document Generation Using the Templafy API / Templafy API (Hive) / API Keys

Design Converter

Released in July / Module: Design Converter 

Easily convert a presentation to a new design

• Empower content admins and designers to convert off-brand PowerPoint presentations into new designs

• To maximize brand equity and compliance and reduce manual migration time

Additional information: Design Converter / Design Converter and Dynamics

Download deleted and previous versions of Template and Assets

Released in July  / Module: Library

Recover files directly from the Admin Center

• Download deleted files from the Activity Log

• Download previous versions from the Asset History or the Activity log

Additional information: How to access the activities performed in the Libraries? / How to download assets and folders from Libraries?

User profile aware email signature analytics

Released in June / Module: Email Signature

Providing admins the needed email signature insights for successful adoption

• Identify user profile fields that are specifically used in email signatures and filters and generate the signatures if the detected user profile fields are filled

Additional information: What is Email Signature? / How to access and interact with email signature generation data?

Automation of Status Document Property

Released in June / Modules: Library, and Dynamics

Improve the automation of metadata for Documents, Presentations and Spreadsheets

• Apply the Status document property using Dynamics Metadata

Additional information: How to set a document property in the metadata of a template?

Default values for Dynamics Checkboxes and Dates questions

Released in June / Modules: Library, and Dynamics

Streamline unattended document generation

• Apply a default value originating from the system triggering the document creation process or from the user profile

• To increase efficiency, reduce cost and streamline workflows and outputs

Additional information: How to allow the user to check or uncheck a checkbox in the response form? / How to allow the user to pick a date in the response form?

Visualizing errors on email signature parts

Released in June / Module: Email Signature

Monitoring and improving the generation of email signatures across the user base

• Allow admins to visualize which email signature part require attention

• Ensure email signature compliance for end-users by easily spotting the admin configuration adjustments required

Additional information: What is Email Signature? / How to access and interact with email signature generation data?

Resource Management API (Preview)

Released in June / Platform & Public API 

Making it easier to manage and edit data sources 

• Allows creating, updating, and downloading of data sources to support data automation use cases

• Enable organizations to easily utilize data from third-party systems to reduce time and effort to maintain data sources and ensure data integrity

Additional information: Templafy API (Hive) / API Keys

Bulk deletion of users 

Released in June / Platform

Targeting and removing inactive users from the tenant efficiently 

• Enable tenant owners to delete more than one user at a time using the most commonly used parameters to identify inactive users

• To reduce manual work and better reflect active users on the tenant

Additional information: Users (manage all users)

Unattended Document Generation API for Text Elements (Preview)

Released in June / Modules: Library, Dynamics, & Public API 

Facilitating unattended text element creation via API

• Enable the automated creation of text elements with user/company-defined triggers

• To increase efficiency, reduce cost and streamline workflows and outputs

Additional information: Unattended Document Generation Using the Templafy API / Templafy API (Hive) / API Keys

Reorder Spaces

Released in June / Modules: Library, Dynamics, & Public API 

• Place your spaces in the order that reflects your organization to make it as easy as possible for your end-users to locate the right content
• Spaces show up as folders in the end-users' content library in Office. Considering the right order of your spaces can help the end-user locate content faster and easier

Additional information: How to reorder Spaces? / What are Spaces?

Email signature templates

Released in May / Module: Email Signature

Engaging email signatures layouts that will help admins get started

• First step to enable Marketing and Branding departments to self-sufficiently create email signatures without HTML knowledge

• To improve efficiency and reduce manual work by providing an easier path for admins to create email signatures

Additional information: How to create email signature parts? / How to personalize email signature templates / Email Signatures - HTML best practices

Target the search for Templafy Asset Libraries by properties

Released in May / Module: Library

Improving end-user search experience for library assets

• Search assets by properties such as title, description and tags in the Templafy Library

• To improve productivity by making it easier to find the right documents and elements

Additional information: How to use the search in Libraries? / Enable or disable specific asset properties to be used in the end-user search / What is Templafy Library?

Strengthen delivery flow capabilities 

Released in May / Module: Library

Increasing the accessibility and intuitiveness of all applicable delivery options

• Increase the presence of delivery connectors and include native Office functionalities 

• To improve efficiency by providing an easier path for end users to save documents and hand them over to the next natural step in the process

Additional information: How to save and share documents from the Library pane? / What is Templafy Library?

"Keep exact capitalization from this list" for Corporate Terminology

Released in May / Module: Check for PowerPoint 

Added flexibility for Avoid terms in Corporate Terminology 

• Ensure the desired casing is applied when Avoid terms are flagged by Check for PowerPoint

• Improve the control over how words will be suggested and corrected to end-users

Additional information: What is Corporate Terminology?  / Corporate Terminology & Microsoft Office

Library Management API (Stable) 

Released in April / Modules: Library, Dynamics, & Public API 

Making it easier to manage content in the Library through an API

• Ability to automatically synchronize external applications with Templafy Library

• Reduce time and effort required to maintain the content living in Templafy

Additional information: Templafy API (Hive) / API Keys / Templafy Hive Swagger - How does it work? / What are Libraries?

Global time zone setting for Email Signatures 

Released in April / Modules: Email Signature

Allowing to base the validity period of email signature part on a specific time zone

• Set the time zone that should be applied to the validity period of email signature components

• Improve the control over when email signature parts should be generated for the end-users
  

Additional information: Email signature settings / What is Email Signature? / How to build and distribute email signature parts?

Unattended Document Generation API (Preview) 

Released in March / Modules: Library, Dynamics, & Public API 

Facilitating unattended document creation via API

• Enable the automated creation of documents with user/company-defined triggers

• To increase efficiency, reduce cost and streamline workflows and outputs

Additional information: Unattended Document Generation Using the Templafy API / Templafy API (Hive) / API Keys

Style and format dynamically inserted images in Word

Released in March / Modules: Library & Dynamics

Improve the formatting capabilities of dynamically inserted images in Word 

• Apply the native image style and format Word functionalities to dynamically inserted images

• To improve the flexibility of dynamically inserted images in Word 

Additional information: How to adjust the style and format of an image in Word? / What are Dynamics and smart templates?

Automatically disable expired signature parts

Released in March / Modules: Email Signature

Reduce maintenance of email signature parts no longer being generated

• Automate the switch to an inactive state for email signature parts once their validity period is over and are no longer generated for end-users

• To reduce maintenance required by admins/owners and ensure all signature component states are correctly reflected 

Additional information: What is Email Signature? / How to build and distribute email signature parts?

User-specific content for Bynder, Frontify, & Custom Content Connector

Released in March / Modules: Library & Content Connector

Making content connector assets more relevant

• Provide a personalized end-user experience to surface only the relevant assets

• To maximize brand equity and improve the access control for Bynder, Frontify and Custom Content Connectors

Additional information: How to enable Bynder Content Connector? / How to enable Frontify Content Connector? / How to build a Custom Content Connector API? / How to enable a Custom Content Connector? / Content Connectors

Analytics: Email signature generation data 

Released in February / Module: Email Signature

Providing admins the needed insights for successful deployment and troubleshooting

• Enable Admins to view detailed email signature adoption data   

• Drive ongoing compliance across the organization

Additional information: How to access and interact with email signature generation data?

Lock AD claim form fields across all user profiles

Released in February / Platform

Prevent users from editing AD claims information within their additional user profiles

• Additional level of security ensuring that the information being pulled from AD claims in the users profile cannot be edited by users in all their profiles 

Additional information: How to use AD claims in User Profile?

Extend authentication token security and usability 

Released in January / Platform

Eliminate the need to require daily authentication when not using Templafy

• Extend the lifetime of the Templafy refresh token so end-users are not required to authenticate daily

• Improve end-user experience while ensuring ongoing compliance with security standards

Additional information: JsonWebToken (JWT) - How it works Templafy Hive / Templafy multi-factor authentication prompts at midnight

Add new language translation: Japanese ​

Released in January / Platform

Making our platform more accessible for customers operating in Japan ​

• Provide translated UI for Japanese speaking end-users​

• Enhance compliance and efficiency for multi-national customers ​

Additional information: Supported languages for Templafy applications

User-specific content for Aprimo Content Connector

Released in January / Modules: Library & Content Connector

Making content connector assets more relevant

• Provide a personalized end-user experience to surface only the relevant assets

• To maximize brand equity and improve the access control for Aprimo Content Connectors

Additional information: How to enable Aprimo Content Connector? / Content Connectors

• Product updates 2022
• Templafy add-ins for Hive - release notes
• Email Signature for Office 365 - release notes
• Templafy Desktop - release notes