Templafy

Template Management

With Templafy, you gain full control of all company templates through a platform integrated directly into Microsoft Office. You can manage and share all your company templates with Templafy and create professional, on-brand documents faster. Templafy integrates with Word, PowerPoint, Outlook and Excel, to automate brand compliance and streamline how users create or edit files. Watch the video to see how it works.

Templafy

get the platform and add the modules you want

Administration Platform

Online Administration Platform for instant content updates and user role management

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Administration Platform

Templafy has a simple, intuitive web interface. No need for IT support when you update templates, images or create e-mail signatures.

  • Online content management
  • All changes are rolled out to users instantly
  • Single Sign On (SSO)
  • Integration to your Document Management System (ECM/DMS), Digital Asset Manage system or CRM
  • Simple, intuitive web interface.
  • User role management
  • Integration to Enterprise Content Management (ECM) system
  • Digital Asset Management (DAM) integration
  • CRM integration
  • Support

Templafy is maintained and managed via a simple, intuitive web interface. It requires no technical skills to handle templates and company images, etc. IT support is no longer required every time content is updated. All changes are handled centrally and rolled out throughout the company or to specific users immediately. Major projects, such as rebranding of the company, can be launched internally at once – the same applies to small but important changes, e.g. texts, KPIs or images. Up to 5 administrators are included in the price.

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments. Determine who should have access to which content by filtering access to templates and assets according to user profiles. IT teams don’t need to manage users, and any user can be assigned admin permissions once they gain access by an existing admin. Meanwhile, employees will only see and have access to content that’s relevant for them, reducing the risk of confidential or sensitive information being shared, while saving users time. For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

With an integration between your DMS or ECM system and Templafy you will achieve a better utilisation of your DMS/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 DMS/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 automatically 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 DMS/ECM providers including iManage, 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 images from Word and PowerPoint. Templafy ensures that your company pictures are actually used – daily and correctly – by making them accessible from Microsoft Office. Templafy integrates with external Digital Asset Management systems. The Brand Managers only need to update the company’s images to one platform (the DAM system). Templafy gives users access to company images right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. We collaborate with leading Digital Asset Management systems like Papirfly, Skyfish, Bynder, Brandmaster, Brandmaker, Getty Images Media Manager, Cumulus, Brandworkz and XMedia.

Create offers, quotes, tenders or contracts faster and get a closer interaction with customers. Closing a deal with least possible challenges is the goal of any sales person. However, this goal is often hard to achieve due to inappropriate templates, workflows, missing product descriptions, or images. Templafy can be integrated with your CRM system, such as Salesforce, Microsoft CRM, or other systems, so you get faster workflows and better interaction with your customers. Transfer your sales data from your CRM system to Microsoft Word and create professional offers etc. You can better utilize your existing CRM system and improve your workflows when using Templafy.

IT support is included in Templafy as well as support for administrators.

Support: call us between 9am to 4pm on +45 70 20 72 47

Chat support: between 9am to 4pm via our website

E-mail support: [email protected] (you will hear from us within 1-2 work days) Or you can find an answer to your problem on Templafy support site.

Library

Templates are available in Office where you need them

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Library

One entry to all content

  • Company documents, presentations, slides, images and other digital assets are available directly in Word, PowerPoint, Excel and Outlook
  • Always updated and on-brand content for all users
  • Simple, intuitive web interface for both users and administrators
  • Works on PC, Mac and smartphones (iOS and Android)
  • Word
  • PowerPoint
  • Excel
  • Outlook

You get three Word libraries.

Templates
Templates are available directly where everyone needs them. If you want to generate personalized documents based on an employee’s personal information like name, language and phone number you need to buy the Dynamics module.

Standard texts
Do you have standard texts that you use over and over again? E.g. standard product descriptions or text for employment contracts, and are your employees not using the most recently accepted formulations? With Templafys text library, the administrator can deploy all types of standard text formulations that can be used in all documents.

Images
Give all users access to your corporate images, directly in Word. The images can be categorized according to your needs. Users can search in all your images and paste them into all documents. You can integrate to your online image bank so that you only have to update and manage images in one place.

You get four PowerPoint libraries.

Presentations
Presentations are available directly where everyone needs them. Users will always have easy access to your latest Company Presentation, Product Presentation or any other presentation you want all your users to have access to. If you want to generate personalized documents based on an employee’s information like name, language and phone number or include the company brand you need to buy the Dynamics module.

Slides
Users can get the preferred slides from the slide library to use in their presentations. The administrator can categorize content as needed and updates are available to users immediately – with no need to disturb IT.

Images
Give all users access to your corporate images, directly in PowerPoint. The images can be categorized according to your needs. Users can search all your images and paste them into all presentations. You can integrate to your online image bank. Then you only have to update and manage images in one place.

Elements
All employees have access to your logos and icons in the element library.

Templates
One place to keep and get all of the company’s Excel templates. The users will always download the up-to-date and on-brand versions.

Standard texts
Do you have standard texts that you use over and over again? E.g. standard product descriptions or standard answers, and are your employees not using the most recently accepted formulations? With Templafys text library, the administrator can deploy all types of standard texts that can be used in all emails.

Images
Give all users access to your corporate images, directly in Outlook. The images can be categorized according to your needs. Users can search in all your images and paste them into all emails. You can integrate to your online image bank. Then you only have to update and manage images in one place.

Dynamics

Templates are adapted to the employee profiles

Read more

Dynamics

Dynamic templates

  • All templates are created automatically with company information, the user’s personal information and branding
  • Reduces the number of templates
  • Automated compliance – legal disclaimers and branding dynamically applied to every document and presentation.
  • Simple administration – easily update and deploy dynamic data
  • The Dynamics module is only sold together with the Library module
  • Dynamic templates
  • Easy administration
  • Each template exists only in one version
  • Simple administration
  • Consistent communication
  • Document automation

Every time an employee creates a document through Templafy it takes into account who they are and automatically optimizes and builds the document for that specific person. Typical examples of dynamic elements handled by Templafy are: inserting address information, legal disclaimers, logos, user profile information, company-specific document data, applying the right color theme, translating documents and setting the correct spell-check language. Automating these processes saves the user a lot of time and effort, minimizes errors, and help them comply with the company’s visual identity. User profiles can be auto-generated by integrating to an organization’s Active Directory so employees do not have to do this step manually. If an employee needs to create documents on behalf of several departments or in different languages, they can easily set up multiple user profiles. Templafy makes it easier to change addresses, logos, etc. and instantly send updates to the entire company. It is all handled through the intuitive Templafy online administrator platform. The need for IT involvement has been removed and all templates and documents are available in Office, online or Office365.

The company’s addresses are not embedded in the template files – but is a separate file. This means that if you want to change an address you only have to make the change in one place in order for it to be implemented on all business templates. Your administrators can even add and correct addresses, logos, translations, etc. themselves.

Templafy reduces the amount of time you use to manage your templates. Your templates only exist in one version because variable content, such as logos and addresses, is handled outside the templates. If you need to correct an address in all your templates, then the administrator only have to correct the address in one place.

For companies with many locations, languages, brands or departments, it is difficult to manage and distribute templates – the task is simply too complex, and you end up with templates that are not updated. Templafy lets you update and manage your templates in a new way, because no templates exist in more than one version and all variable content is managed separately. If you integrate Templafy to your Active Directory, all users’ personal information (name, email, phone number, etc.) will automatically be integrated to all documents.

“The greatest overall benefit of Templafy is that it’s easy for PANDORA’s employees to use and everyone completely trusts that everything is in line with our brand and contains the correct information. This is essential for making the employees want to use the solution.” Kristian Lysgaard, Director, Corporate Communications, PANDORA.

With Templafy, employees can focus on the content in documents and presentations and leave the branding and the graphic expression to the brand and marketing managers. All company templates automatically adapt to individual employee profiles combining up-to-date company details and personal information.

Do you have complex documents, like contracts, quotes, tenders etc.? Templafy can help you create documents faster and error-free using simple questionnaires. Opening a template will provide a number of questions to the user, which has a set of options, and based on the selection of the different options – a full document with text, images, tables etc. is build.

Validator

Keep PowerPoint presentations up-to-date

Read more

Validator

Validator keeps an eye on slides that have been flagged as important by the company. It ensures that presentation slides stay up-to-date after they have been locally saved (by the end-user) and later reopened for re-use. Slides enabled for validation in Templafy are detected by the Validator when reopening an old presentation. If there is a newer version of the slides in Templafy, the change is automatically detected, and the user is asked to review the updates.

  • Content validation
  • Automatic notification pop-up

When a presentation is reused from an employee’s desktop, all document content is automatically validated against the latest versions published by administrators in Templafy.

The Validator automatically notifies the end-user of any updates detected in a re-opened presentation.

Check for PowerPoint

Check and update your PowerPoints for compliance

Read more

Check for PowerPoint

Quickly fix incorrect presentations

Check for PowerPoint checks and fix every document against up-to 40 pre-defined rules and ensures that the content, format, and layout are on-brand with the latest company standards.

Check for PowerPoint enables your staff to check whether their presentations comply with your company’s visual identity – quick and easy.

Content: Double spaces, footnotes, wrong slide numbers, hyphenated words, proofing language and much more!

Formatting: Color scheme, font, text box margins, bullet format, shape effects, title tab and much more!

Layout: Alignment of shapes, workspace, placeholder layout, harvey ball ratio, source box position, cell margins and much more!

ProductivityPlus

Adjust and unify in presentations, faster

Read more

ProductivityPlus

ProductivityPlus provides the user with custom-designed features for PowerPoint to increase efficiency when creating large presentations. The ProductivityPlus task pane features powerful tools designed specifically for the most commonly utilized adjustments. Advanced productivity tools for PowerPoint presentations

  • Increase efficiency
  • Adjustment tools

Set of productivity features made for easier editing and distribution when working with large time consuming presentations.

Set of adjustment tools designed for unifying and adjusting your content in presentations.

E-mail Signature Manager

Manage on-brand and personalized e-mail signatures

Read more

E-mail Signature Manager

The one true enterprise solution for professional e-mail signatures

  • Administrator controls the appearance of all employee signatures
  • Central roll-out without user involvement
  • Marketing campaign control
  • Each employee can have more signatures
  • Centralized brand-governance in every single e-mail
  • Simple centralized administration

On-brand, up-to-date and legally compliant e-mail signatures, disclaimers and e-mail marketing campaigns in Microsoft Outlook and Office 365 throughout your entire organization.

  • All e-mails stay on-brand and contain your relevant legal disclaimers
  • Include marketing campaigns and legal disclaimers for specific users and business units
  • 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

As an administrator, you can control which e-mail signature all employees should use. You decide how they look and when they are used. You can add campaign messages, graphics, and logos. You can deploy email signature content and designs in real-time across a multitude of employees, business units, locations, brands, and languages. Designed for enterprise-level security – signatures are added without e-mails being sent to third-party servers outside your control.

Administration Platform

Templafy has a simple, intuitive web interface. No need for IT support when you update templates, images or create e-mail signatures.

  • Online content management
  • All changes are rolled out to users instantly
  • Single Sign On (SSO)
  • Integration to your Document Management System (ECM/DMS), Digital Asset Manage system or CRM
  • Simple, intuitive web interface.
  • User role management
  • Integration to Enterprise Content Management (ECM) system
  • Digital Asset Management (DAM) integration
  • CRM integration
  • Support

Templafy is maintained and managed via a simple, intuitive web interface. It requires no technical skills to handle templates and company images, etc. IT support is no longer required every time content is updated. All changes are handled centrally and rolled out throughout the company or to specific users immediately. Major projects, such as rebranding of the company, can be launched internally at once – the same applies to small but important changes, e.g. texts, KPIs or images. Up to 5 administrators are included in the price.

Control in detail who has access to which content by assigning permission levels to individual users, teams or entire departments. Determine who should have access to which content by filtering access to templates and assets according to user profiles. IT teams don’t need to manage users, and any user can be assigned admin permissions once they gain access by an existing admin. Meanwhile, employees will only see and have access to content that’s relevant for them, reducing the risk of confidential or sensitive information being shared, while saving users time. For companies with offices in several locations, multiple brands, or mobile and freelance users, access control becomes even more important.

With an integration between your DMS or ECM system and Templafy you will achieve a better utilisation of your DMS/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 DMS/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 automatically 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 DMS/ECM providers including iManage, 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 images from Word and PowerPoint. Templafy ensures that your company pictures are actually used – daily and correctly – by making them accessible from Microsoft Office. Templafy integrates with external Digital Asset Management systems. The Brand Managers only need to update the company’s images to one platform (the DAM system). Templafy gives users access to company images right as they’re creating documents and presentations. Users are helped to work more intuitively, and assets are regularly used. We collaborate with leading Digital Asset Management systems like Papirfly, Skyfish, Bynder, Brandmaster, Brandmaker, Getty Images Media Manager, Cumulus, Brandworkz and XMedia.

Create offers, quotes, tenders or contracts faster and get a closer interaction with customers. Closing a deal with least possible challenges is the goal of any sales person. However, this goal is often hard to achieve due to inappropriate templates, workflows, missing product descriptions, or images. Templafy can be integrated with your CRM system, such as Salesforce, Microsoft CRM, or other systems, so you get faster workflows and better interaction with your customers. Transfer your sales data from your CRM system to Microsoft Word and create professional offers etc. You can better utilize your existing CRM system and improve your workflows when using Templafy.

IT support is included in Templafy as well as support for administrators.

Support: call us between 9am to 4pm on +45 70 20 72 47

Chat support: between 9am to 4pm via our website

E-mail support: [email protected] (you will hear from us within 1-2 work days) Or you can find an answer to your problem on Templafy support site.

Library

One entry to all content

  • Company documents, presentations, slides, images and other digital assets are available directly in Word, PowerPoint, Excel and Outlook
  • Always updated and on-brand content for all users
  • Simple, intuitive web interface for both users and administrators
  • Works on PC, Mac and smartphones (iOS and Android)
  • Word
  • PowerPoint
  • Excel
  • Outlook

You get three Word libraries.

Templates
Templates are available directly where everyone needs them. If you want to generate personalized documents based on an employee’s personal information like name, language and phone number you need to buy the Dynamics module.

Standard texts
Do you have standard texts that you use over and over again? E.g. standard product descriptions or text for employment contracts, and are your employees not using the most recently accepted formulations? With Templafys text library, the administrator can deploy all types of standard text formulations that can be used in all documents.

Images
Give all users access to your corporate images, directly in Word. The images can be categorized according to your needs. Users can search in all your images and paste them into all documents. You can integrate to your online image bank so that you only have to update and manage images in one place.

You get four PowerPoint libraries.

Presentations
Presentations are available directly where everyone needs them. Users will always have easy access to your latest Company Presentation, Product Presentation or any other presentation you want all your users to have access to. If you want to generate personalized documents based on an employee’s information like name, language and phone number or include the company brand you need to buy the Dynamics module.

Slides
Users can get the preferred slides from the slide library to use in their presentations. The administrator can categorize content as needed and updates are available to users immediately – with no need to disturb IT.

Images
Give all users access to your corporate images, directly in PowerPoint. The images can be categorized according to your needs. Users can search all your images and paste them into all presentations. You can integrate to your online image bank. Then you only have to update and manage images in one place.

Elements
All employees have access to your logos and icons in the element library.

Templates
One place to keep and get all of the company’s Excel templates. The users will always download the up-to-date and on-brand versions.

Standard texts
Do you have standard texts that you use over and over again? E.g. standard product descriptions or standard answers, and are your employees not using the most recently accepted formulations? With Templafys text library, the administrator can deploy all types of standard texts that can be used in all emails.

Images
Give all users access to your corporate images, directly in Outlook. The images can be categorized according to your needs. Users can search in all your images and paste them into all emails. You can integrate to your online image bank. Then you only have to update and manage images in one place.

Dynamics

Dynamic templates

  • All templates are created automatically with company information, the user’s personal information and branding
  • Reduces the number of templates
  • Automated compliance – legal disclaimers and branding dynamically applied to every document and presentation.
  • Simple administration – easily update and deploy dynamic data
  • The Dynamics module is only sold together with the Library module
  • Dynamic templates
  • Easy administration
  • Each template exists only in one version
  • Simple administration
  • Consistent communication
  • Document automation

Every time an employee creates a document through Templafy it takes into account who they are and automatically optimizes and builds the document for that specific person. Typical examples of dynamic elements handled by Templafy are: inserting address information, legal disclaimers, logos, user profile information, company-specific document data, applying the right color theme, translating documents and setting the correct spell-check language. Automating these processes saves the user a lot of time and effort, minimizes errors, and help them comply with the company’s visual identity. User profiles can be auto-generated by integrating to an organization’s Active Directory so employees do not have to do this step manually. If an employee needs to create documents on behalf of several departments or in different languages, they can easily set up multiple user profiles. Templafy makes it easier to change addresses, logos, etc. and instantly send updates to the entire company. It is all handled through the intuitive Templafy online administrator platform. The need for IT involvement has been removed and all templates and documents are available in Office, online or Office365.

The company’s addresses are not embedded in the template files – but is a separate file. This means that if you want to change an address you only have to make the change in one place in order for it to be implemented on all business templates. Your administrators can even add and correct addresses, logos, translations, etc. themselves.

Templafy reduces the amount of time you use to manage your templates. Your templates only exist in one version because variable content, such as logos and addresses, is handled outside the templates. If you need to correct an address in all your templates, then the administrator only have to correct the address in one place.

For companies with many locations, languages, brands or departments, it is difficult to manage and distribute templates – the task is simply too complex, and you end up with templates that are not updated. Templafy lets you update and manage your templates in a new way, because no templates exist in more than one version and all variable content is managed separately. If you integrate Templafy to your Active Directory, all users’ personal information (name, email, phone number, etc.) will automatically be integrated to all documents.

“The greatest overall benefit of Templafy is that it’s easy for PANDORA’s employees to use and everyone completely trusts that everything is in line with our brand and contains the correct information. This is essential for making the employees want to use the solution.” Kristian Lysgaard, Director, Corporate Communications, PANDORA.

With Templafy, employees can focus on the content in documents and presentations and leave the branding and the graphic expression to the brand and marketing managers. All company templates automatically adapt to individual employee profiles combining up-to-date company details and personal information.

Do you have complex documents, like contracts, quotes, tenders etc.? Templafy can help you create documents faster and error-free using simple questionnaires. Opening a template will provide a number of questions to the user, which has a set of options, and based on the selection of the different options – a full document with text, images, tables etc. is build.

Validator

Validator keeps an eye on slides that have been flagged as important by the company. It ensures that presentation slides stay up-to-date after they have been locally saved (by the end-user) and later reopened for re-use. Slides enabled for validation in Templafy are detected by the Validator when reopening an old presentation. If there is a newer version of the slides in Templafy, the change is automatically detected, and the user is asked to review the updates.

  • Content validation
  • Automatic notification pop-up

When a presentation is reused from an employee’s desktop, all document content is automatically validated against the latest versions published by administrators in Templafy.

The Validator automatically notifies the end-user of any updates detected in a re-opened presentation.

Check for PowerPoint

Quickly fix incorrect presentations

Check for PowerPoint checks and fix every document against up-to 40 pre-defined rules and ensures that the content, format, and layout are on-brand with the latest company standards.

Check for PowerPoint enables your staff to check whether their presentations comply with your company’s visual identity – quick and easy.

Content: Double spaces, footnotes, wrong slide numbers, hyphenated words, proofing language and much more!

Formatting: Color scheme, font, text box margins, bullet format, shape effects, title tab and much more!

Layout: Alignment of shapes, workspace, placeholder layout, harvey ball ratio, source box position, cell margins and much more!

ProductivityPlus

ProductivityPlus provides the user with custom-designed features for PowerPoint to increase efficiency when creating large presentations. The ProductivityPlus task pane features powerful tools designed specifically for the most commonly utilized adjustments. Advanced productivity tools for PowerPoint presentations

  • Increase efficiency
  • Adjustment tools

Set of productivity features made for easier editing and distribution when working with large time consuming presentations.

Set of adjustment tools designed for unifying and adjusting your content in presentations.

E-mail Signature Manager

The one true enterprise solution for professional e-mail signatures

  • Administrator controls the appearance of all employee signatures
  • Central roll-out without user involvement
  • Marketing campaign control
  • Each employee can have more signatures
  • Centralized brand-governance in every single e-mail
  • Simple centralized administration

On-brand, up-to-date and legally compliant e-mail signatures, disclaimers and e-mail marketing campaigns in Microsoft Outlook and Office 365 throughout your entire organization.

  • All e-mails stay on-brand and contain your relevant legal disclaimers
  • Include marketing campaigns and legal disclaimers for specific users and business units
  • 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

As an administrator, you can control which e-mail signature all employees should use. You decide how they look and when they are used. You can add campaign messages, graphics, and logos. You can deploy email signature content and designs in real-time across a multitude of employees, business units, locations, brands, and languages. Designed for enterprise-level security – signatures are added without e-mails being sent to third-party servers outside your control.

Contact us for pricing