Dynamics
With Dynamics, Templafy is able to build a document based on user preferences and personalize this based on who the user are. This article contains an overview of the specific dynamic functions that Templafy can do. Documents can be personalized based on choices made in the User Profile or in a Document form.
For a more in depth explanation of what a Dynamic Template is please click here
Dynamics templates are setup with the Template Designer
Feature overview
Insert texts
- Insert text from Templafy data sources
- Insert text from User profile
- Insert text from Forms
- Insert text from text elements
- Insert text from external systems (DMS / CRM)
Insert image / logo
- Floating image
- In header / footer
- Different pages
- In document
- Inline images
Advanced features in the document
- Hide or delete text
- Lock text
- Translate text
- Update document
Basic features in document metadata
- Set Custom Document Property
- Set Document Properties
- Set Custom XML
- Apply color theme
- Set page layout
- Set proofing language
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