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  1. Templafy Help center
  2. Templafy for End-users

Templafy for End-users

Templafy guides for End-users

Getting started for new users

  • Templafy user onboarding flow
  • How to use Templafy for Screen Reader Users
  • Accepting an email invitation
  • Supported languages for Templafy applications
  • Managing User Profiles
  • Accessing your Templafy Add-in settings
  • See all 8 articles

Library

  • Templafy Library
  • The Library within Office applications
  • Templates and assets

Email Signature

  • How to onboard with Email Signature
  • How to edit and switch Email Signatures
  • How to preview Email Signatures on mobile devices
  • Email Signature for Gmail

ProductivityPlus

  • ProductivityPlus features
  • ProductivityPlus settings
  • FAQs ProductivityPlus
  • ProductivityPlus shortcut keys
  • How to use Productivity tools
  • How to use Agenda
  • See all 21 articles

Check for PowerPoint

  • How to check a presentation with Check for PowerPoint
  • How to use the Check overview and make quick edits to a presentation
  • How to fix the Check warnings
  • Check settings
  • Check for PowerPoint rules

Design Converter

  • Design Converter
  • Design Converter and Dynamics

Integrations

  • How to use Templafy with Copilot in Microsoft Teams
  • How to use the Templafy Copilot Agent for Microsoft 365
  • How to use the AI Assistant
  • How to use the SharePoint integration
  • How to use Microsoft Teams integration
  • How to configure the Templafy app in Microsoft Teams
  • See all 9 articles
Contact info@templafy.com
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Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.

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