More actions (Office Add-ins)

About this article

In this article, we will explain what can be done through the "More actions" ellipsis menu accessible in the Office Add-ins section in the Admin Center. 

Prerequisites  

How to edit Templafy Desktop Host version and/or edit office add-ins settings?

1. Navigate to the Office add-ins tab in the Admin Center
2. Click on the More actions ellipsis menu in the top right corner
3. Click on Settings
4. Click on Edit
5. Edit the desired settings
6. Click  Save

The following can be edited for Templafy desktop and Office add-ins in the Admin Center:  Change the Templafy Desktop Host version  Disable the login in Templafy Desktop  Create a custom tab tab in Office application for Templafy add-ins  Disable the Library add-in for specific Office applications

Templafy Desktop

Host version

Templafy Desktop Host version drop-down will enable you to select the host version of the Templafy MSI. Changing the host version of the MSI will require a new download of the Templafy MSI to be reflected. 

Automatic login

Unchecking the Automatic login checkbox can be beneficial for customers who do not have the infrastructure to support a seamless login experience or enforce multi-factor authentication (MFA) and might be experiencing daily Access Templafy pop-ups. Once unchecked, the login will be disabled in Templafy desktop and the users will be requested to log in to Templafy when using the application.

Office add-ins

Custom tab

Checking the Custom tab checkbox will trigger the creation of a custom tab in Office to gather the Templafy add-ins under one single ribbon, the name of the custom tab can be customized in the Custom tab label field.  When utilizing several Templafy modules in Office, we recommend enabling the checkbox. 

Example with Library, Check and ProductivityPlus modules enabled for a tenant: 

• Custom tab is unchecked
  Library will be displayed in the Home tab, Check and ProductivityPlus will be displayed in a different
  tab
  
  

• Custom tab is checked
  Library, Check and ProductivityPlus will all be displayed in the same custom tab, Library will also still be displayed in the Home tab
  
  
  

Library availability

Enabling or disabling checkboxes under the Library add-in menu will trigger or not the add-in to be activated for all users on the tenant: 

• If the Library add-in is checked for a specific Office application, the Library will be enabled for the end-users in the Office application.
• If the Library add-in is not checked for a specific Office application, the Library will not be enabled for the end-users in the Office application.

Example

In case you wish to have the Library add-ins available in Word, PowerPoint, and Outlook but would like to have it disabled in Excel: Word, PowerPoint, and Outlook should be checked (enabled) and Excel should be unchecked (disabled). 

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