Troubleshooting & FAQs

Getting Started for technical teams

• Tech Cheat Sheet - Most Frequently Asked Questions from Customer IT
• Add-in Deployment FAQ
• Templafy Hive Silent Upgrade FAQ
• Introduction to Templafy Platform
• UI difference between Templafy One and Templafy Hive
• How does Templafy work with AI
• See all 13 articles

Templafy AI Data Flow

• Document Agents Data Flow​
• AI Assistant Data Flow

Authentication & User Management

• General information about Authentication & User Management
• Single-sign on
• SCIM

Templafy Desktop

• General information about Templafy Desktop
• Templafy Desktop deployment

VSTO Add-ins

• General information about VSTO Add-ins
• Known issues in the VSTO Add-ins

Templafy version and log files

• How to find out which Templafy version you're running
• How to locate Templafy log files

Design Converter

• Design Converter
• Design Converter and Dynamics

Web Add-ins

• General information about Web Add-ins
• Known issues in the Web Add-ins

Library

• Document Agents FAQ
• Templafy UI Refresh
• How to improve the performance of a document or presentation
• Which Library buttons can be accessed from the ribbon on PC, Mac, and Office Online?
• How to configure the Templafy Library Taskpane in Google Docs, and Slides
• Troubleshooting: Author of document and comments are removed on document save
• See all 8 articles

Dynamics

• Dynamics - general information
• Smart fields
• Response form
• Functions, conditions, and operators
• Template settings and properties

Email Signature

• Email Signature - general information
• Email Signature Add-ins
• Email Signature Server - general information
• Email Signature Server - Templafy Hosted
• Email Signature Server - Client Hosted

Integrations

• Templafy MCP
• App Connectors
• Data connectors
• Content Connectors
• Templafy API

Productivity and Corporate Terminology

• Corporate Terminology and Microsoft Office
• Technical Clarification for Corporate Terminology

Templafy Support

• Unable to submit a support ticket
• Templafy Support Chatbot
• How to sign up as a user on the Templafy Help center
• How to submit a support ticket to Templafy Support

Security Trust Center Updates

• Users experiencing Templafy access issues (DNS and certificate related)
• Security incident management and how to report an incident
• Use of Leaky Vessels vulnerability
• Use of Apache Commons Text and Text4Shell Vulnerability
• Use of Log4j2 and Log4Shell Vulnerability
• Use of Spring Framework and Spring4Shell vulnerability
• See all 7 articles