eformity | Template Management for SharePoint Online

With the eformity add-in for Microsoft SharePoint, you can quickly and easily create professional documents, fully aligned with your brand identity. Navigate to the right folder in SharePoint, open your template, fill out the form, and save the document. All without leaving SharePoint!

Thanks to smart templates with variables, documents are automatically personalized. eformity also synchronizes metadata from SharePoint, so fields like "Project Name" or "Invoice Total" are instantly added to your documents and filenames.

Whether you're working on proposals, contracts, reports, or project documentation—eformity helps you keep your document workflows fast, organized, and consistent with your corporate identity.

Key features:

• 🖥️ Seamless Microsoft SharePoint integration
  

  Open templates and generate documents directly within SharePoint.

• 🗂️ Centralized template management
  

  Manage and update all your templates from one central environment.

• 📁 Direct document storage in SharePoint
  

  Save generated documents instantly to the right folder.

• 🧩 Dynamic templates with variables
  

  Create error-free documents based on user input and prefilled fields.

• 🏷️ Automatic metadata synchronization
  

  Synchronize SharePoint metadata with document content and filenames.

• 🌍 Multilingual support
  

  Work with templates in multiple languages, ideal for international organizations.

Security & technical information:

• 🔒 Single Sign-On (SSO)
  

  Secure login via Microsoft Entra ID (Azure AD) authentication.

• 💻 Cross-platform compatibility
  

  Compatible with tablets, Windows, and Mac.

• 📈 High availability
  

  99.9% uptime guarantee for stable performance.

• 📜 Privacy
  

  Fully GDPR compliant with strict data protection measures.

• 📡 24/7 monitoring
  

  Our team continuously monitors and optimizes performance.

• ☁️ Cloud-based
  

  The eformity solution is fully cloud-hosted.

Free trial!

Start your FREE trial today at eformity.net. After 30 days, an active subscription is required.

Need help?

Call us at +31 78 699 29 00 or email info@eformity.nl.