SuperAdmins
Guides & FAQ for SuperAdmins on how to configure Templafy
Administration interface - SuperAdmin
- Templafy Library - feature overview
- SuperAdmin features
- Account information page - SuperAdmin
- How to add a background image to your WebApp
Dynamics
- About Document Content Updater
- Dynamic document properties (Document Properties and Custom Document Properties)
- What is a dynamic template?
- How to setup dynamic templates
- Dynamics feature overview
- Dynamic template configuration
Forms & User Profile
- How to create a user profile
- How to setup a form
- Conditional fields (Forms & UserProfile)
- Field based on other field explained
- User Profile Summaries - Computed Fields
- Configure UserProfile with claims from client ActiveDirectory (AD)
Data sources
- What is Data source selection ID?
- Uploading fonts for preview generation
- Data source for "Insert translated text" plugin
- Data source for "Translate text (table-based)"
- Managing translations
Template configuration
- Image insertion
- Page Setup
- Document and Custom Document Properties
- Group (hide/delete) elements, content control, forms etc.
- Upload and apply a color theme
- About date formats in Templafy
Email signature
- Onboarding Email Signature Users
- Roaming signatures for Outlook
- Images in Email Signatures
- Templafy email signature manager - feature overview
- Templafy email signature manager
- How to set up Email signatures in Templafy email signature manager
Font distribution
See all 2 articlesDocument Management Systems
See all 2 articlesDAM integrations
- How to set up Frontify integration
- How to set up Aprimo integration
- How to set up Getty Image integration
- How to set up Kadanza integration
- How to set up Widen integration
- How to set up Cumulus integration