Articles in this section

How to enable SharePoint App Connector?

Updated
Follow

About this article

This article explains how to set up the SharePoint App Connector both from the Admin Center in Templafy, as well as explaining the steps required to deploy the Templafy app by an IT administrator on the SharePoint Admin portal. 

Sections in this article:

 

Prerequisites

 
  • Admin access to Templafy tenant and SharePoint
  • Library and App Connectors modules enabled

 

 
  • Requires new layout of SharePoint
  • Customer SharePoint must be on a SharePoint framework (SPFx) 1.11 and above. 

 

How to enable SharePoint in Templafy using an App Connector?

  1. In the Admin Center, access Integrations section
  2. Go in Available tab
  3. Find/Search for SharePoint
  4. Click +
  5. Enter the required information
    • Display Name of the app in Templafy
    • Full domain name of the SharePoint Tenant without "https"

App_SharePoint.png

 

Set up and deployment of the Templafy app in the SharePoint Admin center

 
  • Admin rights required on SharePoint
  • A SharePoint App catalog must be available. 

 

 
  • Be aware that the screenshots of the Microsoft SharePoint Admin center used in this article might differ if Microsoft changes the UI. 
  • Remember to change also the settings in the SharePoint settings if you want the document to be opened in the desktop version of Office or in the Online version. In other words, Enabling Microsoft Word documents, Excel Spread sheets, and PowerPoint Presentations to open in client applications like Microsoft Word, Excel, and PowerPoint instead of opening them in the browser directly. Here is the guide: Open Documents in Client Application by Default - Microsoft Tech Community
  1. Create an App catalog if your organization doesn't have one already. The app catalog is a site that is used to store the SharePoint and Office apps for your organization's internal use. 
  2. Follow this official Microsoft guide for creating the app catalog: Distribute business apps using the App Catalog - SharePoint - SharePoint in Microsoft 365 | Microsoft Docs
  3. In the SharePoint app store (AppSource) search for "Templafy for SharePoint". 
     

    AppSource.png

  4.  Click on "Add"
    AfterApprovedAdd.png

  5. Specify all sites, or not

    AllSitesThenShare.png

  6. Confirm that this is available now in the App Catalog

    SuccessfullyAddedToAppCatalog.png

  7.  Navigate to tenant wide extensions (App Catalog > Site Contents > Tenant Wide Extensions)

    upload_app3.png

    TenantWideExtensions.png


  8. Now edit the item and hit Save. You will need to specify the Templafy tenant ID and the Templafy library default path. The tenant id and the path can be found in the URL.

    upload_app5.png

    tenant_id_and_folder_path.png

    upload_app6.png

  9. The Templafy for SharePoint App should now be visible on all sites.

    app_connector_button.png

 

Deploying the Templafy app to all SharePoint sites in the organization at once

 
  • This method will make Templafy available to all SharePoint sites in the organization. Thus, the app will be deployed automatically to all sites. 
  • By deploying the app to all sites at once, the default path from where Templafy will begin the document creation workflow will be the same for every site. If you want a different path within the Templafy library to be the starting point when opening Templafy in different sites, do not enable the Templafy to all sites. For instance, if you want "Site A" to open the Templafy Documents library and "Site B" the Presentations library, please follow the guidelines for individual deployment in each site is at the end of this article. 

 

 

Deploying the Templafy for SharePoint App individually across SharePoint sites in the organization

 
  • This method will help you enable individually Templafy in specific SharePoint sites in the organization. Thus, the app will NOT be deployed automatically to all sites. 
  • By deploying the app individually in one site at a time, the default path from where Templafy will begin the document creation workflow will have to be configured for every site. 
  1. When uploading the Templafy for SharePoint App into the app catalog, do not tick the "Make this solution available to all sites in the organization". Click Deploy 

    trust_templafy_app.png

  2. The app will now be available to be added manually on every site. Head to one of the SharePoint Sites you want to add Templafy. 
  3. Click Site Contents:

    addappmanually1.png

  4. Click Add an app and Templafy for SharePoint should appear under Apps you can add and click it.

    IndividualAdd.png

    IndividuallyAddedSuccessfully.png

  5. The app should now be available on the site, and you will need to configure the tenant id and the default library path.

    addappmanually4.png

    addappmanually5.png

     
    • The Templafy Tenant ID  can be found inside the tenant URL and corresponds to the part displayed before .templafy.com. For example, in mytenantid.templafy.com, the Templafy Tenant ID is mytenantid
    • The Default Path should be pointing to one of the template libraries (library/documents, library/presentations, library/spreadsheets), or to a specific folder within the template libraries (e.g., library/documents/security)


  6. The app should now be visible on this specific site.

    addappmanually6.png

  7. Do the same for the rest of the sites. Remember to change the path if you want different Templafy folder paths to be opened on each site. 

 

Related articles

 

Related articles

Comments

0 comments

Article is closed for comments.