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Templafy One Help center
Admins
Managing content and company data
Manage content

Manage content

How to manage multiple files
How to replace a template
How to manage folders
How to move files and folders
How to delete files and folders
How to add filters to a folder
How to use file tags?
How to add a client logo to the user on-boarding flow
How to add forms to a 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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