Templafy for Admins

Getting started for new admins

• Accessing the Admin Center
• Using the quick access menu in the Admin Center
• Access levels in Templafy tenants
• 'What's new' Section
• Experimental Features
• Monitoring in Templafy
• See all 7 articles

Account & authentication

• Account - general information
• Authentication configuration

Users

• General information about Users
• User Groups
• User Profile

Modules

• Modules section
• Modules overview and availability
• How to activate and deactivate modules
• How to target the distribution of Templafy modules
• Assigned Licenses

Spaces

• What are Spaces?
• How to add a new Space
• How to edit a Space
• How to reorder Spaces
• How to switch between Spaces
• How to manage Space owner(s) and members
• See all 8 articles

Libraries

• Library - general information
• Library configuration
• Library management
• Library & Validator
• Library & Offline templates

Templafy Agent

• How to get started with Templafy Agent
• How to customize Templafy Agent
• Templafy Agent FAQ and troubleshooting

Document Agents

• About Document Agents
• How to configure Layout Content Guide for text shapes
• How to configure conditional content and specific layouts in Custom Agents
• How to use Library content in Custom Agents
• How to configure File Questions
• Configuring Slide Layouts with SmartArt for Document Agent
• See all 20 articles

Email Signatures

• Email signature - general information
• Email signature management
• Email Signature for Microsoft 365
• Email signatures best practices

Integrations & Connectors

• Integrations & Connectors - General Information
• Packaged integrations
• Content Connectors
• App Connectors
• Delivery Connectors

Productivity

• Productivity in Admin Center
• ProductivityPlus design in PowerPoint

AI Assistant

• AI Assistant - general information
• Universal AI Assistant
• Custom AI Assistant

Resources

• Managing Data Sources
• Standard and system generated Data Sources
• External Data Sources

Dynamics and Template Designer

• Dynamics - general information
• Dynamics packaging and capabilities
• Smart fields
• Response form

Office add-ins

• Office add-ins section
• Templafy add-ins
• Install Templafy
• Third party add-ins
• Advanced settings of Office add-ins - More options