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  1. Templafy Help center
  2. Templafy for Admins
  3. Resources
  4. Managing Data Sources

Managing Data Sources

  • Data source structure map
  • How to create and manage data sources
  • How to create schema fields
  • How to create and manage data source items
  • How to preview the references of a data source or data source item
  • How to upload images to data sources
  • How to delete data sources and data source items
  • How to restrict data source editing to specific users
  • Date and time formats
  • BCP 47 language tags
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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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