Kameleon Document Automation

The Smarter Way to Manage & Use Your Templates

Kameleon Document Automation is the core subscription module that provides organizations with a centralized platform for managing, maintaining, and distributing document templates efficiently. Templates can be deployed as they are deployed today, allowing employees to continue working as they have before. Alternatively, deploying them through the Kameleon Office add-in introduces a slight change in workflow while unlocking enhanced functionality that boosts productivity and ensures compliance. Designed for marketing, communications, and IT teams, Kameleon ensures all employees use up-to-date, branded, compliant, and secure documents created from clean masters instead of repurposed files.

Key Benefits

• Dynamic Structure Reduces Template Redundancy – A modular approach allows for content variations within a single template, significantly reducing the number of templates and work needed

• Centralized Template Management – Organize and maintain document templates in one place.

• Brand Consistency – Ensure branding updates reflect instantly across all templates.

• Improved Compliance & Security – Unlike legacy templates that originated in the paper era, digital files contain metadata, history, and embedded structures that travel with the document. Kameleon ensures all templates are clean, reducing the risk of outdated, invisible, or unauthorized data being carried forward.
  

• Smart Content Customization – Reduce template duplication using Phares (Word snippets) and Slides (PowerPoint snippets).

• Metadata-Driven Organization – Automate file naming and SharePoint integration for compliance.

• Seamless Integration with Office & Teams – Enhance document workflows with our add-ins.

• Faster Document Creation – Reduce time spent on manual document formatting and updates.

How It Works

1. Upload & Set Up Your Brand Foundation – Upload your company logo and master template to establish a consistent brand identity across all documents.

2. Create & Organize Folder Structure – Define a logical folder hierarchy to keep templates structured and easily accessible.

3. Set Folder Rules & Metadata – Automate document properties by configuring folder rules that apply metadata, naming conventions, and storage locations.

4. Upload & Categorize Existing Templates – Migrate and classify your existing templates into the structured system for seamless access.
   

if you’re utilizing Kameleon primarily to distribute existing templates through the add-ins, you can streamline the setup by establishing a folder structure and uploading your files into the appropriate folders. This approach allows templates to appear in their original form, enabling employees easy access to the official content. Additional functionalities and logic can be implemented later to enhance productivity and compliance as needed.

The Kameleon Ecosystem: How It All Fits Together

For Admins

• Kameleon Document Automation – The core subscription module that centralizes template management.

• Content Tool – Office add-in for Word, PowerPoint, and Excel for advanced template editing and metadata management.

For End Users

• Kameleon for Office – Office add-in for Word, PowerPoint, and Excel for easy access and use of templates.

Kameleon for Teams – Embedded within Microsoft Teams for seamless access and use of templates.

Get Started

• First Month Free: Subscribe on Microsoft AppSource.

• Explore Add-ins: Download Kameleon Content Tool, Kameleon for Office and Kameleon for Teams.

• Scale as Needed: Start with centralized management before expanding to full deployment.

Platform Compatibility

Kameleon works seamlessly on PC, Mac, and Online, ensuring users can access and manage templates regardless of their device or location.

Looking for seamless integration within Microsoft Office? Check out Kameleon for Office!