About this article
This article offers a high-level explanation of what the Templafy SharePoint integration consists of.
Sections in this article:
- What is the Templafy - SharePoint integration?
- The technical enablement of the Templafy SharePoint integration
What is the Templafy - SharePoint integration?
Templafy integrates with the organization's SharePoint sites in order to:
Access the correct business document templates directly from any SharePoint site which allow users to start their document creation flow from Templafy directly inside SharePoint and have direct access to the Templafy Library where the organization's templates reside.
Automate the document assembly process fully (or partially), to ensure that documents are created with the correct metadata, personal and contextual information.
Save back the documents and presentations into the same SharePoint access point with the correct metadata information for data compliance across all systems.
The technical enablement of the Templafy SharePoint integration
In order to enable and configure this integration on Templafy, the organization's Templafy Admin must do two things:
- Configure the Templafy SharePoint App Connector in the Templafy Admin center. If the document is to be saved back into the same SharePoint access point, there is no need for a Templafy SharePoint Delivery Connector.
- Set up and deploy the Templafy app in the SharePoint Admin center. The deployment can be done to all sites automatically or individually in specific sites.
The configuration guide for this SharePoint App connector can be found here: How to configure SharePoint with an App Connector?