Template Management

Enjoy unrestricted access to all company templates – right within your preferred office suite – whether working from your phone or office desktop, and publish updates company-wide instantly.

Not everyone likes learning new technologies, even the ones that make life markedly easier. So we built Templafy to work in the office applications you’re already using. Whether that’s Microsoft Office, LibreOffice, Apple iWork, Google Drive, etc. etc., Templafy shows up as a task pane within these applications. You can also work directly from the Templafy app, ensuring you have the same level of access no matter where you are or which device you’re using.

On the management side, Templafy enables updates to be rolled-out to users instantly – to the whole company or specific users and teams only – for changes of any scale. Large projects like company rebrands can be launched internally in one go, as can small but important disclaimer changes on legal contracts.

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

Automatically personalize business documents for every user, put an end to manual updates, and store all your templates and best practice content in one place for easy access.

What makes a template dynamic? Office templates are born static, while dynamic templates insert data automatically when a user opens a new file or edits an old one. Elements like personal data, company branding, and department-specific or location-specific info appears automatically when a document is created. Automating these processes saves people a lot of time and hassle, and helps them be compliant by default.

What makes a template management system dynamic? Change is constant in business, so even organisations with a good data structure to support their templates will regularly find that data outdated. A dynamic template management system like Templafy makes it easy to address change and roll out updates to the whole company instantly. Everything is handled through the intuitive Templafy interface and available online. The need for IT involvement is removed, and all templates, documents and content assets are accessible locally or through the cloud.

Save time when creating or editing files and eliminate manual and repetitive work with task panes that feed you best practice and regularly used content.

The pace of business is fast, so people need help to get the most out of their workday. Templafy’s task panes give users quick and easy access to everything they need to work smart – all the best practice content the company has already created, text snippets that have proven to be effective, and the images, videos, slides and templates to make their work more dynamic, all right within the office applications they’re already using.

Best practice templates and prefigured design solutions guide users to create professional work with impact, without the need for digital or design skills. While integrated task panes make everything available from one place. With Templafy, employees are helped to produce better work faster, and with less hassle.

Companies and teams that are ‘document heavy’, like HR and Legal, can especially reduce the time spent creating files, with ‘drag and drop’ text elements eliminating the need for slow and repetitive tasks.

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments.

Secure compliance even further by filtering access to templates and content according to user profiles. Employees will only see and have access to content that’s relevant for them, reducing the risk of incorrect templates and elements being used, and saving users time when searching through the system.

For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

Secure visual and legal compliance in all company content with the help of the BrandChecker, and access to only up-to-date templates.

It usually takes longer to produce great work – an on-brand presentation or a compliant contract – if you need to check you’re following guidelines as you go. Templafy flips that reality. Our system helps you create professional and compliant documents faster by automating compliance.

Create a new file or open an old one to edit the same way as always – our document content management system ensures that you are automatically following the guidelines. Templafy only shows you current and on-brand content, with any updates instantly available to you. If old files you’ve opened from your desktop contain any outdated elements, you’ll get an alert from the BrandChecker to change what’s incorrect, easily getting you back on track. You can also use the BrandChecker to quickly assess and correct your work as you go, so you never need to second guess if the fonts, colors and other elements you’re using are on-brand.

With an integration between your ECM system and Templafy you will achieve a better utilisation of your ECM system, simplifying your employees’ administrative work and ensuring error-free communication.

Among other things, we can implement a solution that allows your staff to access Office templates directly from your ECM system and populate documents with information such as the title, date, case ID, sender, recipient, etc. Additionally, we make sure that the user’s personal details (department, name, e-mail, etc.) are inserted into the document. The solution also allows users to insert standard text passages into the document, while ensuring that the document remains in accordance with your organisation’s visual identity.

We enjoy a close collaboration with all leading ECM providers including KMD WorkZone, Tieto (Public 360) and cBrain (F2), and we have implemented more than 30 solutions for clients including the Capital Region of Denmark, Ministry of Culture, Ministry of Environment and Food and the North Denmark Region.

Easily find and access brand assets like logos, images and videos from within your office software, and increase the use of any existing DAM systems.

Every serious company invests in brand and content assets that help it communicate more persuasively and consistently. Templafy ensures these assets are actually used – daily and correctly – by making them accessible from Microsoft Office or any other preferred office platform.

Templafy shows up as a task pane within these office applications, giving users access to the company assets right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. Templafy also integrates with other Digital Asset Management systems and content stores like Dropbox or Box, enabling your existing DAM software to be brought inside of Office as well.

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

Build quotes and other sales content faster, and ensure smoother and quicker customer experiences.

Closing deals faster, with minimum hassle, is the main goal for any sales person. But this objective can often be hampered by frustrating work processes, repetitive tasks, and seemingly frequent changes to the approved company assets.

Templafy integrates with CRM systems like Salesforce and Microsoft CRM, as well as your office applications, for faster workflows and better customer interactions. Easily connect the sales data from your CRM system to your preferred office suite, to automatically create professional and compliant sales content – quotes, emails, and the like. With Templafy, you can boost the capabilities of existing CRM systems and improve company workflows in one go.

Templafy’s Email Signature Manager
Harness the power of on-brand, up-to-date and legally compliant email signatures across your organization in Microsoft Outlook and Office 365.

Our solution at a glance:
– All emails stay on-brand and contain your relevant legal disclaimers
– Employee contact information is kept up-to-date
– Easy to use, cloud-based administration and updates
– Works across brands, regions and languages
– Multiple user profiles per user
– Marketing campaign control