How to use Templafy in Outlook (Calendar and Email)

This article will highlight how Templafy works in the Email and Calendar environment of Outlook. The Templafy functionality in the same for Email and Calendar because they both are an integrated part of Office Outlook.

With Templafy in Outlook will you have the possibilities to:

• Insert text elements 
• Insert images
• Attach PDF's
• Insert images from external DAM provider

Templafy can be accessed either via "New Email" in Outlook Email or in "New Appointment" in Outlook Calendar.

Outlook mail		Outlook calendar

Templafy can then be accessed by clicking the Templafy logo in the top ribbon

Outlook mail		Outlook calendar

The interface for the Templafy add-in will be the same independent of using Templafy in mail our calendar context:

Insert text elements 

Text elements are predefined text (documents) which can be managed through the Templafy Admin Center. You can read more about how to upload and manage text elements here. 

Insert images

Images let you insert images from your image library which can be managed through the Templafy Admin Center. You can read more about how to manage, upload and use the Image library here.

Attach PDF's

PDS's let you insert PDF files which can be managed through the Templafy Admin Center. You can read more about the PDF library here and read more about how to upload content to the PDF library here.  

Insert images from external DAM provider

You have the possibility to insert digital assets from different DAM providers. Templafy currently supports these DAM providers. 

Example of inserting asset from DAM provider:

This External Integration is made to the Templafy API.