SuperAdmins

Admin interface overview - SuperAdmin

• SuperAdmin features
• Account information page - SuperAdmin

Document forms & UserProfile

• ComboBoxes
• How to setup a form
• How to create a user profile
• Conditional fields (Forms & UserProfile)
• Field based on other field explained
• User Profile Summaries - Computed Fields

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Data sources

• What is Data Source Selection ID?
• About Data Source Selection ID?
• Data source for "Insert translated text" plugin
• Data source for "Translate text (table-based)"
• Managing translations

Template configuration

• Templafy Library - feature overview
• Inserting Text Elements into Content Controls
• Templafy Dynamics - feature overview
• Binding function (Ticks)
• Templafy Template Designer - What is it?
• Working with the Template Designer

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Email signature

• Templafy email signature manager - feature overview
• How to test new email signatures (without affecting all users)
• How to set up Email signatures for Outlook
• Email signature name in Outlook
• How to setup filters for email signature and email campaigns
• Email signature HTML - Best practice

Font distribution

• Custom fonts

SSO setup

• How to configure and update Okta (SAML) in Authentication Methods
• SSO discriminator claims
• Google Authentication
• WS federation
• AzureAD

Document Management Systems

• Supported Document Management System (DMS)
• How to configure DMS-integrations in Templafy (Word)

DAM integrations

• How to setup Colourbox integration
• How to setup Getty Images Media Manager integrations
• How to setup ImageShop integration
• How to setup Skyfish integration
• How to setup Brandworkz integration
• How to setup BrandMaster integration

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