Templafy Library in Excel

This article explains how the Templafy Library works in Excel.

Creating a new spreadsheet

1. Open Excel.
2. Select the desired option in the Home tab:
   • New spreadsheet (highlighted in green): opens the blank spreadsheet set by your administrator.
   • Find a [tenant name] spreadsheet (highlighted in red) : opens the document creation flow which allows you to find all spreadsheets uploaded by your administrator in the Spreadsheets library.
     
     

Users also have the option to create a blank spreadsheet or open the document creation flow inside Excel via the New Spreadsheet and Find Template buttons in their ribbon. 

Lastly, it is also possible to create a new spreadsheet from the Library pane by clicking on Find template. 

Inserting assets 

1. Click on the Templafy icon in the Home tab or in the Templafy tab.
2. The Excel Library is opened with the different assets, made available by your Templafy administrator(s).
3. Click on an image to insert it.