It’s our business to help you ensure document compliance.

Templafy can help empower your staff with the tools needed to create consistently compliant, on-brand and up-to-date documents, presentations and emails. With our cloud-based solution, best-practice contracts and reports can be created from any device and office location.

Watch how it works Get In Touch

Streamline and automate the creation of business documents, such as Non-Disclosure Agreements, and trust that the most up-to-date information is being used.


SDC

Learn why SDC chooses Templafy

“Implementation was easy. The whole transformation was given a positive spin- of course everybody in the organization wants to appear to be more professional- and to save time in the process.”

SILLE STENER
CMO, SDC

Read case study

Benefits of using Templafy:

Secure

Templafy is hosted on Microsoft’s Azure cloud service. Our solution has been rigorously tested to ensure that all data is saved in a secure place, while still protecting sensitive information. Templafy stores only minimal client and employee data. We take data protection seriously and are GDPR compliant.

Increased Productivity

Your staff won't waste time with formatting issues, searching for different document templates or creating visually accurate charts. Templafy reduces the need for unnecessarily repetitive and tedious steps when creating best practice documents, presentations and emails. Your bank’s most up-to-date digital assets are readily available where your employees are already working, such as PowerPoint and Excel.

Centralized governance for your brand

Templafy’s centrally managed, easy-to-use administration interface allows brand and compliance managers to instantly add and edit content across your entire organization. This means that you can easily roll out logo, font and other visual identity updates for documents, presentations and emails across the entire organization. Branding teams can trust that each time anyone creates business documents or presentations using Templafy, they will be using the most up-to-date templates and digital assets.

Compliant

In the insurance industry, compliance standards and regulations are ever-changing. With Templafy, you can trust that staff members across your entire organization have access to your most up-to-date document templates and legal disclaimer text. This content can easily be updated and deployed by your compliance teams using Templafy's simple administration platform and Microsoft Office add-ins.

View all customer cases

Templafy has several powerful features to assist your staff when creating documents, presentations and emails

Template & Content Access with Library

  • All document templates, images and text elements are available to staff directly within their Office applications.
  • Personalized document templates and digital assets, such as images and charts, are accessible on any device, both online and offline.
  • Templafy integrates seamlessly with your existing IT infrastructures and bespoke functionalities.
  • Our simple, centralized administration platform allows non-IT staff to easily update and deploy best-practice content and manage access rights online.

 
 
Watch this short video to see how it works

 

 

Document Automation with Builder

  • Templafy’s Builder intuitively guides employees to create forms, proposals, contracts and other documents via simple automated forms right within their Office applications.
  • Streamline the creation of both standardized and complex documents, removing unnecessarily repetitive steps.
  • Employees are empowered with access to your insurance firm’s latest text elements, slides, charts etc. as document building blocks.

 
 
Watch this short video to see how it works

 

 

Personalization with Dynamics

  • All your document templates, such as contracts and forms, are automatically adapted to each individual employee, combining up-to-date firm details with employee information.
  • Single users can switch been multiple user profiles to work from different offices and regions or write on behalf of colleagues (only with permission of course).
  • Legal disclaimers based on your employee profile and corporate brand elements are dynamically applied to every single document.

 
 
Watch this short video to see how it works

 

 

Email Signature Manager

  • Centrally manage compliant, personalized and on-brand email signatures firm-wide.
  • Signatures are added without emails being sent to third-party servers meaning emails don’t leave your security walls unnecessarily.
  • Fonts, formatting and legal disclaimers are automatically updated in emails.

 
 
Watch this short video to see how it works

 

 

Brand consistency with BrandChecker

  • Brand assets such as fonts, company colors and logos are automatically checked for compliance.
  • Brand assets are instantly validated against your corporate visual guidelines.
  • Templafy’s BrandChecker allows employees to reuse old documents but notifies them if any elements are off-brand or outdated and makes it easy to update.

 
 
Watch this short video to see how it works

 

Future-proof technology

Templafy integrates with your existing infrastructure

Templafy is seamlessly integrated directly into Word, PowerPoint, Excel, and Outlook. It also integrates with the document management systems and digital asset management systems your firm is already using.

Integrations include iManage, Box, Cumulus, Getty Images, DropBox, OneDrive, SharePoint, Bynder and more. Custom integrations are also possible on request.

With Templafy, users will never have to leave the Office platform to search for content or templates, maximizing productivity and ensuring full compliance.

2018 Financial Services Technology Trends

Read more 

2018 Enterprise Digital Transformation Roadmap

Read more 

Request your free trial to get started, or get in touch for more details.

Try it out Get in touch