About this article
This article will explain how to configure the Templafy app in Microsoft Teams. In order to be able to utilize Templafy integration in Microsoft, it is necessary for the end-user to configure the app. This article will cover:
- Add Templafy to your Microsoft Teams Apps
- How to add Templafy as a tab in a channel or a chat?
- How to edit or remove the Templafy app?
Prerequisites
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Add Templafy to your Microsoft Teams Apps
As a first step, the end-user must add Templafy to his Microsoft apps so the Templafy application can then be utilized inside Teams channels and chat. This can be done by doing the following steps:
- At the bottom left of Microsoft Teams, click Apps
- Templafy should appear in the "Built for your org" section at the top
-
Click on Templafy
-
Click Add
Once Templafy has been added to your Apps, you will be able to set it up and utilize it from Teams and Chats.
How to add Templafy as a tab in a channel or a chat?
Through Apps
- At the bottom left of Microsoft Teams, click
Apps
- Templafy should appear in the "Built for your org" section at the top
-
Click on Templafy
-
Click on the arrow next to Open
- Select the relevant option
Add to a team
Add to a chat
- Based on your previous selection, enter the desired chat or team
- Enter the Templafy Tenant ID
The Templafy Tenant ID can be found inside the tenant URL and corresponds to the part displayed before.templafy.com
. For example, inmytenantid.templafy.com
, the Templafy Tenant ID ismytenantid
- Select the Default Path
The Default Path is the template library that should be displayed when using the tab, it can be Documents, Presentations, or Spreadsheets library) - Click
Save
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From within a Teams channel or a chat
- Navigate to
Teams
orChat
- Click on the
+
in the top bar - Choose Templafy from the list or use the search to find the app
- Enter the Templafy Tenant ID
The Templafy Tenant ID can be found inside the tenant URL and corresponds to the part displayed before.templafy.com
. For example, inmytenantid.templafy.com
, the Templafy Tenant ID ismytenantid
- Select the Default Path
The Default Path is the template library that should be displayed when using the tab, it can be Documents, Presentations, or Spreadsheets library) - Click
Save
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Templafy extension
Once you have set up at least one Templafy tab inside a Teams channel or a chat, you will be able to create documents from all Teams channels and chats with the Templafy extension accessible under the chat box.
How to edit or remove the Templafy app?
How to rename the Templafy tab?
- Righ-click on the Templafy tab that should be renamed
- Click
Rename
- Rename the tab
- Click
Save
How to reconfigure the Templafy tab and extension?
I tab cannot be configured, it will be necessary to remove and add a new tab to reconfigure the Templafy library used by the tab.
The extension can be reconfigured at any time:
- In a Teams channel or in a chat, in the, under the chat box, click on the Templafy extension
- Click
Reconfigure
- Make the necessary edits
- Click
Save
How to remove the Templafy tab?
- Righ-click on the Templafy tab that should be renamed
- Click
Remove
- Click
Remove
How to remove or unpin the Templafy extension?
- Righ-click on the Templafy extension
- Click
Unpin
orUninstall
Troubleshooting
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- The
Saving file to Teams...
is stuck. This could indicate an issue with the Azure AD Enterprise Application permissions. To fix this, navigate to the Azure AD enterprise application called Templafy Teams App, select the Permissions tab on the left-hand side of the page and grant admin consent to all permissions.
- The
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