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Templafy
Templafy

Templafy

By Templafy


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Highlights : About Templafy

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Office template distribution

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Dynamic document builder

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Document compliance management

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Multiple federal options

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Regional data center

About Templafy

Templafy is the smart way to manage, dynamically update and share business document templates and brand assets throughout your organization, from anywhere and from any device. It’s a solution Communications and Compliance teams can control, that IT can trust and that employees love using day-to-day. Users can more productively create presentations and documents with Templafy, easily accessing approved content from a task pane right within office applications. The software integrates with your office apps and uses your company document templates to keep your corporate look and feel and disclaimers consistent across letters, emails, presentations, contracts and other communication materials. Content governance becomes easy with Templafy. Templafy allows administrators to centralize document templates and dynamically update this content on a single, simple to use platform. Templafy also integrates seamlessly with digital asset management software to bring your approved content and templates into the Templafy task pane in your office applications.

Specifications

  Business Size
Small
  Deployments
Cloud
  Language Support
English,Spanish
  Platforms

Product Details

Features

Office template distribution

Dynamic document builder

Regional data center

Multiple federal options

Digital Asset Management (DAM)

CRM integrations

Dynamic template management

Content access management

Document compliance management

DMS integration

Office and Office 365 integration

Single Sign-on

Benifits

Marketing managers

Marketing managers can keep the organization on-brand internally. Simple platform administration allows the marketing team to instantly update document templates and brand assets without the help of the IT team.

General managers

General managers will notice increased productivity from employees because Templafy streamlines document creation workflows using best practice content.

Streamlined document creation for greater productivity

Everything you need to create an on-brand, best practice document is right there in the Templafy task pane, which you can use in your existing office applications. Templafy integrates with digital asset management software to bring all your approved digital assets into your office applications.

Best practice documents

You’re always using the latest version best practice documents every time you open a document even from the desktop. The software lets you analyze popular templates and better understand what your employees need, further improving your document management strategies. The software also features to check that your brand guidelines are being followed and intuitive search functions that surface the right files for users.

Enterprise-scale email solutions

Templafy offers the one true enterprise email signature solution and a very useful asset library of email templates all within Outlook. Users can have multiple email signature profiles so that they can easily switch between brands, locations and languages and always have an on-brand email signature with the correct contact information.

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