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. 

• How to edit Templafy Desktop Host version and/or edit office add-ins settings?
• Templafy Desktop settings
  • Changing the Host version
  • Enabling or Disabling the automatic login
• Office add-ins
  • Enabling or Disabling the custom tab in Office application for Templafy VSTO add-ins 
  • Enabling or disabling the Library VSTO add-in for specific Office applications
  • Enabling or disabling the ability to share files as email attachment from the Library on VSTO

 

Prerequisites  

A customer admin/owner can view these settings, only a Templafy or Partner admin/owner can edit these settings Library module enabled

 

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

 

Templafy Desktop settings

 

 

Changing the 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. 

 

Enabling or Disabling the 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

 

Enabling or Disabling the custom tab in Office application for Templafy VSTO add-ins 

 

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.

 

By default, the custom "Templafy" ribbon in Office will not be created

 

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

 

 

Enabling or disabling the Library VSTO add-in for specific Office applications

 

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). 

 

Enabling or disabling the ability to share files as email attachment from the Library on VSTO

 

Enabling or disabling Allow sharing documents as email attachments checkbox will impact the option that can be seen by end-users when using Share in the Library VSTO add-in:  under the Library add-in menu will trigger or not the add-in to be activated for all users on the tenant:  If checked, end-users will be able to attach files to an email in their native format or as a PDF for their Office application If unchecked, end-users will not see these options

 

The VSTO Add-in document sharing options will only apply from the Library VSTO add-in version 7.2.117 or above

 

Related articles

Office Add-ins section