SuperAdmins
Guides & FAQ for SuperAdmins on how to configure Templafy
Admin interface overview - SuperAdmin
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
- Upload and apply a color theme
- About date formats in Templafy
- Templafy Library - feature overview
- Inserting Text Elements into Content Controls
- Templafy Dynamics - feature overview
- Binding function (Ticks)
Email signature
- Templafy email signature manager - feature overview
- How to set up Email signatures in Templafy email signature manager
- Email banners - best practices
- Email signature HTML - Best practice
- How to setup filters for email signatures and email campaigns
- How to test new email signatures (without affecting all users)
Font distribution
Document Management Systems
DAM integrations
- 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
- How to set up Pexels integration
- How to set up The Noun Project integration