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Templafy One Help center
End-users
Getting started with Templafy
User Profiles

User Profiles

How to edit a User Profile?
How to manage multiple User Profiles?
How to create documents and select Email Signatures on behalf of other users (Shared user profile)
How to update User Profile with information from Active Directory

Contact info@templafy.com

Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.

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