Technical FAQ

Document Management Systems

• Document Management System

DAM integrations

• Supported DAM integrations
• How to configure your Skyfish-Templafy integration
• How to configure your Brandworkz-Templafy integration
• How to configure your BrandMaster-Templafy integration
• How to configure your Bynder-Templafy integration

Tech briefs

• Templafy Desktop installation
• Templafy Add-ins for Microsoft Office (TemplafyUpdater)
• About the Templafy Updater
• Templafy Tech Brief

Authentication & User Federation

• How to setup SSO with Okta (SAML)
• Error "404" - Web app not found
• Blank screen in the Templafy window in Office
• Login issues Google Authentication
• "401: Server Error" or a popup login screen
• Supported Single-sign on technologies (SSO)

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SharePoint & O365

• How to install Templafy SharePoint App from SharePoint Store
• Templafy SharePoint Integration

MS Office integration (add-ins)

• There is a problem with this website's security certificate
• How to tell what Add-in version you have
• Add-ins gives off line message
• Application Support and Prerequisites for installing Templafy Add-Ins
• Installing Templafy add-ins on Citrix
• My company tab does not appear in MS Office after TemplafyUpdater is installed

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Security

• How secure is the Templafy cloud?
• What content is stored in the cloud?
• Does Templafy support encryption of data in transit via SSL?
• How is my company data stored?

General Information

• Privacy Policy
• Is there a limit on how many users Templafy can manage?
• Is it possible to limit specific content to some users only?
• Can I add, delete or modify the templates or business documents?
• How many templates or documents can I upload?
• Do I need to install Templafy?

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Release notes

• Web App release notes
• Templafy Add-ins release notes
• Templafy Updater release notes

Claims

• Supported claims and claims rules