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Templafy Help center
Templafy for Admins
Resources
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 is the leading AI-powered document generation platform, enabling professionals to create accurate, compliant, and on-brand documents with maximum efficiency and ease. Accessible directly within tools like Microsoft Office, Google Workspace, and Salesforce, Templafy simplifies document creation workflows to eliminate the hassle and risk from the documents that matter most. Trusted by industry leaders like KPMG and BDO, Templafy saves teams over 30% of the time they’d typically spend on repetitive tasks—like creating proposals, engagement letters, and audit reports—allowing them to focus on revenue-driving work instead. Join more than 4 million users worldwide who rely on Templafy to accelerate business content creation with AI.

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