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Templafy Help center
Templafy for Admins
Templafy for Admins
Templafy guides for Admins and Owners
Getting started for new admins
Accessing the Admin Center
Navigating to the action menu of the tenant from the Admin Center
Access levels in Templafy tenants
Monitoring in Templafy
Size limitations in the Admin Center
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
Best practices
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
Data 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)
Engage
How to manage Engage from the Admin Center
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installation, branding, customization