Templafy solution

Learn how Templafy helps perfect business document creation.
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Enterprise-wide solution

What is Templafy?

Templafy is the smart way to manage, dynamically update, and share business document templates and brand assets throughout your organization. It’s a solution that communications and compliance teams can control, IT can trust, and supports employees during every step of document creation. Watch the video to find out more.

What Templafy does

Perfecting business document creation

Templafy’s platform bridges the gap between employees creating documents and the company assets they need. Click below to find out how Templafy boosts productivity, ensures compliance, and maximizes ROI in existing IT infrastructures.

Governance
Business document templates
Take control

Eliminate errors before mistakes multiply

The average employee produces multiple documents, emails and presentations every day, translating to millions of documents from large companies every year. Without a reliable template and asset management system, companies are at risk of compliance mistakes. Templafy gives back that control, helping companies secure enterprise-wide brand and legal compliance.

Solve distribution

Distribute updated documents, templates and brand assets directly to employees

Maintaining company branding and legal compliance in document creation is difficult to control without a central governing tool. With Templafy, distribute the latest company templates and assets instantly and directly to the employees who need them available, right where they work.

Solve distribution

Templafy’s governance solution

Templafy’s Admin Center is the hub where all content can be updated and distributed across entire organizations in a click. Employees working in multiple offices or under multiple brands will always have the latest compliant, on-brand versions at their fingertips.

Centralize

One central repository where all templates and document assets can be updated and accessed instantly for easy distribution and management of branding and legal compliance.

Distribute

Access through Active Directory means employees are always provided with the relevant and most up-to-date assets, disclaimers, address, and user-specific information.

Dynamic insert

Document templates are dynamically inserted with relevant personal and company information for employees working from multiple offices and under different brands as required.

Insured for re-use

Documents are future-proofed through automated checks that can detect obsolete and updated content and visual assets, allowing employees to re-use old documents safely.

Governance summary

Templafy’s governance resides in the central Admin Center. Entire document ecosystems are centrally controlled, and global distribution takes just a click – with no need for IT involvement. All available company content is approved by your in-house experts and made available directly in the apps employees use.

“Employees now know that they are always using the latest version of the templates and everything is completely integrated into the Office package.”

Kristian Lysgaard, Director of Corporate Communications, PANDORA

Productivity
Man working on a computer showing logo and branding pop-ups from Templafy’s interface
Get results faster

Company time spent better
with smart document creation

Document creation requires finding relevant templates and content; populating with standardized and contextualized information; adding personal touches to templates, and ensuring any re-use of documents is up-to-date with the latest company standards.

Templafy’s platform has provided a solution that allows employees create documents and presentations 30% faster and save nearly 4 hours per week on document review.

Document lifecycle

Templafy’s productivity solution

Through our simple Admin Center, templates and assets are managed and distributed instantaneously across entire organizations without the need for IT involvement. Automation saves time and a user-friendly interface gives direct access to relevant assets. A smooth, intelligent user-experience ensures documents are created efficiently, accurately and stay up-to-date.

Intuitive access to company documents, slides, images and other digital assets directly in the program where everyone needs them. Assets can be filtered for users to get relevant content only.

Automatic assembly function can build complex documents quickly, easily and accurately; while intelligent templates dynamically insert user profile info and context.

After assembly, users can insert additional images, text elements, slides and graphs to templates directly from the app they’re working in.

An automatic content validator checks for out-of-date company assets via a centralized Admin Center. Presentations are always kept up-to-date and compliant.

Productivity summary

Templafy boosts company productivity by making the tools that address the time-wasting gaps in the document creation process. With Templafy connecting all the apps and tools used in document creation, the job gets done faster and better, maximizing employee productivity and company time every day.

“We spend less time preparing for each meeting because the presentations are ready to be assembled, which means we can focus more on the individual customer’s needs and opportunities.”

Tobias Lybech Bojesen, Digital Product Manager, Novicell.

Digital transformation
Digital transformation

Eliminating employee adaptation issues during transition to an evergreen solution

Resistance to a changing digital work environment leads employees to default to familiar tools, thereby devaluing investment in the existing IT infrastructure. Maintaining same user-experiences eliminates this problem.

Templafy’s integrations

Unify your document ecosystem

Templafy’s evergreen solution integrates into existing IT infrastructure setups helping companies accelerate the investment in other systems. Placing Templafy where the user is through strong integrations gives a seamless user experience; while the central Admin Center puts governance in the hands of the management.

Templafy integrates with both on-premise and online document creation applications for direct access to access digital assets right where employees work.

Templafy integrates into existing document management software to deliver a smart workflow that boosts the value in the software already in use.

Templafy connects with CRM systems to give direct access to customer information, ready to insert into document templates.

Templafy integrates with DAM systems enabling access to all company digital assets directly from the applications employees are working in.

Templafy stores your templates and assets in the cloud, and supports centralized storage systems, for continued use of a company’s existing storage methods.

Templafy meets enterprise security standards, integrating with the most commonly used Single Sign-On technologies and user information systems.

Azure

Enterprise-grade security that works everywhere

You’re secure with Templafy. We meet enterprise security standards by integrating with the most commonly used Single Sign-On technologies and user information systems. Work securely from anywhere, on any device, online or offline.

Digital transformation summary

Templafy’s solution integrates into IT infrastructures, maximizing investment in existing systems. Placing Templafy where the user is through integrations gives users a seamless experience; while the Admin Center puts content management tasks back in the hands of the content managers, eliminating the need for IT involvement in content update and distribution.

“Templafy has changed the way we work with Microsoft Office… Moving away from folders and intranet pages to controlling the application from within the application has been a huge and very beneficial change.”

Björgvin Brynjólfsson, Digital Marketing Manager,  Marel

Secure and future-proof technology

Templafy’s evergreen solution integrates into existing IT infrastructure setups helping companies accelerate the investment in other systems. Placing Templafy where the user is through strong integrations gives a seamless user experience and our cloud-based technology means it works everywhere.

Learn more about security with Templafy

Easy integration with your IT setup

Direct integrations with Microsoft Office, Office 365, SharePoint and more.

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