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Templafy Help center
Templafy for End-users
Engage
Sharing documents

Sharing documents

Uploading and sharing documents
How to share documents as a team
Share with others
How to edit the participant role after sharing a document
How to revoke access to shared documents
How to add annotations upon sharing as an author
Recipient flow

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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