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Templafy One Help center
SuperAdmins
Integrations
Document Management Systems

Document Management Systems

Supported Document Management System (DMS)
How to configure DMS-integrations in Templafy (Word)
Setup of custom XML values

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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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