Technical FAQ
Technical information and IT guides
General Information
- Introduction to Templafy Platform
- Templafy Tech Brief
- Templafy glossary
- Tech cheat sheet - most frequently asked questions from client IT
- Troubleshooting guide for client's IT team
- Which browsers does Templafy support?
Software upgrades
- How to upgrade to newest software versions
- How to check which version you're running
- Templafy Desktop UI
Security
- Pandemic response plan
- Privacy Policy
- How is my company data stored?
- How secure is the Templafy cloud?
- What content is stored in the cloud?
- Where is company data stored?
Backup & restore
- How to use backup/restore functionality
- Scheduled backups on Templafy tenants
- Best practices for maintaining production and UAT Templafy tenants
Authentication
See all articles and sectionsAuthentication & User Federation
- Does Templafy use any third party authentication services?
- Login issues Google Authentication
- How will users be provisioned and onboarded?
- Popup login screen or "401: Server Error"
Templafy version and log files
See all 3 articlesTemplafy Desktop
See all articles and sectionsVSTO Add-ins
- Templafy add-ins for Microsoft Office (Templafy Desktop)
- Pre-requisites Templafy Add-Ins for Templafy One
- Templafy offline
- Steps to restore Quick Access Toolbar
Web Add-ins
See all articles and sectionsEmail Signature
See all articles and sectionsIntegrations
- DAM integration
- Salesforce integration
- SharePoint & O365
- CRM integration
- Templafy API
- OpenAsset integration
Questions & answers
- Do I need to install Templafy?
- How to sign up as a user on Templafy support site
- Is the Templafy web application multi-threaded?
- Is it possible to limit specific content to some users only?
- Can I use my existing company templates with Templafy?
- Does Templafy use other underlying services / vendors?