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  1. Templafy Help center
  2. Troubleshooting & FAQs
  3. Dynamics
  4. Template settings and properties

Template settings and properties

  • How to edit template settings and properties
  • How to delete template settings and properties
  • How to set the document name of a template
  • How to set the page setup of a document
  • How to set the image header of a document
  • How to set the proofing language of a template
  • How to apply color themes to a template
  • How to set the header or footer of a spreadsheet
  • How to set a custom document property in the metadata of a template
  • How to set a document property in the metadata of a template
  • How to set Custom XML Value, Managed Metadata and DateTime Value
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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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