The solution to document anarchy

Advanced workflows for smart document culture.
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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 employees love using. Watch the video to find out more.

 

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What Templafy does

Optimizing through centralizing


Templafy bridges the gap between company assets and users in document creation through a centrally governed platform.
Click below to find out how Templafy can help boost productivity, ensure compliance and maximize ROI in existing IT infrastructures.

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Governance

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Productivity

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Digital transformation

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Governance

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.
 
 
Download template management guide

Compliance & distribution

Templafy’s governance solution


Templafy’s Admin Interface 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 Interface. 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.

 

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“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
 
 
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Productivity

Get results faster

Company time spent better
with smart document creation


95% of companies use MS Office daily with 44% using Office for +5 hours a day*. 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.

Until now, a solution that streamlines the document creation process while protecting content integrity has been lacking.
 
 
Download Epinion report

Document lifecycle

Templafy’s productivity solution


Through our simple Admin Interface, 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 ensure documents are created efficiently, accurately and stay up-to-date.

Step 1: Access

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.

Step 2: Assemble

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

Step 3: Finalize

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

Step 4: Re-use

An automatic content validator checks for out-of-date company assets via a centralized Admin Interface. 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.

 

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“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
 
 
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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.
 
 
Download Office 365 implementation checklist

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 Interface puts governance in the hands of the management.

Document creation

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

Document managament

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

CRM

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

Digital assets

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

Storage

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

Search and identity management

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


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 Interface puts content management tasks back in the hands of the content managers, eliminating the need for IT involvement in content update and distribution.

 

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“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

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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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