Templafy Library in Outlook

This article explains how the Templafy Library works in Outlook.

Inserting assets

1. Open Outlook:
   • Create a new email.
   • Or reply to/forward an email in the pop-out window.
   • Create a new appointment.
2. Click on the Templafy icon in the Message/Appointment tab (The Templafy icon can either appear on the left or right side of the Ribbon).
3. The Outlook Library is opened with the different assets, made available by your Templafy administrator(s):
   

   Email elements	insert an email element within your active email.
   Images	insert an image within your active email.
   PDFs	attach a PDF to your active email.
   Links	insert a link in your active email.
   Content connector	insert an asset from an external content system your active email.

4. To use the AI assistant, click on AI Assistant at the top of the Templafy task pane.

Outlook setting to open replies and forwards in a new window

As Templafy Library for Outlook is only available in the pop-out window, and not in the reading pane, you might enhance your experience by turning on a setting from Outlook that will automatically pop-out your emails in a new window when replying to or forwarding an email.  

1. Select File > Options.
2. Select Mail, then scroll down to the 'Replies and forwards' section.
3. Check the 'Open replies and forwards in a new window' checkbox.
4. Click OK.