Templafy Review

Templafy makes it simple for your content assets to comply with the company’s brand and legal guidelines. Using automation, templates, real-time updates and cloud technology, the software gives you plenty of reasons to use it.

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.

Increase productivity by setting automated workflows to create everyday documents such as quotes, contracts and memorandums.

Personalized for each individual user. Create documents with your most up-to-date professional and personal information already populated within the document. Users can have multiple personal profiles to accommodate working from different offices or creating documents for more senior staff.

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.

Plays well with others. Whether professional or personalized, business documents can be created quickly without leaving the office suite you’re now using. Templafy integrates with MS Office, Google Docs, Sharepoint and other popular document apps.  You can also locally install add-ons in Word, Excel and PowerPoint to further speed up document creation.

Stay professional and on-brand.  Employees have easy access to professional looking and approved template designs when creating their work so there’s no excuse for anyone to create off-brand DIY documents. The Templafy brand checker tool notifies employees if any document elements are off brand and offers suggestions to fix this. You’re assured that all client-facing documents and presentations adhere to your most current corporate look.

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.

Access from anywhere. Like most cloud solutions, Templafy is accessible from multiple devices, including desktops, tablets and smartphones. Remote compatibility and centralized location means all files are updated in real time.

Secure. Integrates with your preferred authentication service (e.g. AzureID, ADFS, OpenID Connect) and all access requires authorisation. Your proprietary content is saved in your own cloud or local storage and only your templates are saved in the Templafy system. You can also set permission levels to manage file access across your organization. Access can be defined by department, team, and individual.

Centralized document administration. All your brand assets are kept in one place ensuring employees are using the same and correct templates. Template updates are immediately adopted, too. You can send bulk email to all or select users to notify new or updated templates. Moreover, there’s no installation or offline synchronization required. Your files are stored in the cloud that are saved and updated in real time and accessed any time.

Easy setup, access. Once you’re ready with your templates you get up to speed with the app in four quick steps. From uploading templates and corporate data, you head straight to clicking language, logo, platform and profile settings and the files are live. Users choose a template and input the relevant data and the software applies the visual and legal standards that the administrators have set.

Grows and goes with you. Templafy is a great way to future-proof your document templates. Even if you decide to migrate to cloud platforms in the future, Templafy adapts to the new environment. It’s in tune with Office 365 and Google Drive updates to give you the latest version. It also works across all devices.

Gives you flexibility. Templafy can be tweaked to adapt to your design, language, location and legal needs. The UI can be dressed up with your corporate look. Likewise, the software integrates with your favorite business apps and platforms, including Microsoft Office, SharePoint, One Drive and Google Drive.