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Templafy Help center
Templafy for End-users
Getting started for new users

Getting started for new users

Templafy user onboarding flow
Accepting an email invitation
Supported languages for Templafy applications
Managing User Profiles
Accessing your Templafy Add-in settings
Signing in with multiple authentication methods
How to update the User Profile with information from company data

Contact info@templafy.com

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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