Templafy user onboarding flow

This article explains the general user onboarding flow that users are presented with when they access Templafy for the first time and are prompted to complete their User Profile. The user onboarding flow is different on PC and Mac/Office online, and both experiences are explained below.

Overview

The user onboarding flow refers to a couple of steps, that the user is presented with when they access Templafy for the first time. The onboarding flow checks that the information in the User Profile is correct and enables the user to fill out any mandatory fields which have not already been auto populated with data from the organization's Active Directory.

After confirming that the information in the User Profile is correct, the user is shown a preview of their User Profile and the user has the option to finalize the process or edit again. 

Onboarding flow on PC (VSTO Add-in)

When Templafy has been installed on a user's PC, the user will be prompted to access Templafy for the first time. Click Access Templafy:

Completing the User Profile

After following the steps of accessing Templafy for the first time, the next step of the user onboarding flow is to check that the User Profile is completed. Some fields in the User Profile may have been auto populated with data from the organization's Active Directory and other fields may require the user to fill in information. Completing these steps in the onboarding flow validates the user on Templafy and creates the User Profile.

To complete the User Profile, follow the steps below: 

1. Navigate to Word, PowerPoint or Excel.
2. Open Templafy from the Home tab or by clicking on Content Library.
3. The incomplete User Profile will be highlighted in the top right corner of the window. Click the option to complete the User Profile.

Onboarding flow on Mac/Office Online (Web Add-in)

When Templafy is installed on Mac or Office Online, the first steps of the onboarding flow where users access Templafy for the first time, like shown above for PC, is not handled through a desktop application, but directly within the add-in in the Templafy task pane. This is because on Mac, Templafy Desktop is not available, and as such, the User Profile confirmation must be done through the task pane displaying the Web App.

1. Navigate to Office Online or on Mac.
2. Click on Templafy in the ribbon to open the add-in.
   
3. If the user attempts to create a document out of a template, a window appears asking the user to complete the User Profile.
   
4. Click Complete User Profile now.
   

Email signature onboarding flow

The email signature onboarding flow for end-users and how to trigger it is described here.