SuperAdmins
Guides & FAQ for SuperAdmins on how to configure Templafy
Admin interface overview - SuperAdmin
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
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
- 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
- Email banners - best practices
- Email signature HTML - Best practice
Font distribution
Document Management Systems
DAM 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