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Templafy One Help center
Admins
Uploading assets
Library management

Library management

What is the File Editor?
Can I add, delete or modify the templates or business documents?
Static vs. dynamic template

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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