integrations
Streamlined access to SharePoint content where it’s needed most
Surface your static, business content assets stored in SharePoint within the actual productivity tools your employees create their work.
Enhance your employees’ document creation workflow
Access
Embed Templafy into your employees’ natural workflow with the activation of the Templafy library directly within SharePoint.
Build
Automate document assembly to ensure that documents are not only created with the correct metadata, personal and contextual information, but that they also stay up to date.
Share and send
Maintain SharePoint as your system of record by saving back the correct document information for data compliance across all systems.
Create business documents directly from Microsoft SharePoint
Strong integrations with other content systems
We know it’s important to play well with others. Templafy makes it easy to integrate with your DAM, CRM, CMS or other content storage solution.
IT-Free Technology
Once setup is complete, there is no need to bother IT with content requests. All updates and rollouts can be managed by content owners (like marketers, legal teams, or brand managers).
DOCUMENT PRODUCTIVITY
Using an out of the box DAM connector
Using Templafy’s out of the box SharePoint connector is an easy way to bridge the gap between existing SharePoint workflows and additional applications where users need access to those materials.
With the Content Connector, Templafy can connect directly to different SharePoint sites (and their respective Libraries) in order to display the desired static asset within the Templafy Library.
See integration in action
Interested in how global enterprises have transformed their way of working with client-facing documents? Book a demo to get started.