How to use Google Workspace integration

About this article

With Templafy Google Workspace integration end-users can directly create and access Templafy templates and assets as well as save back documents from Office, Salesforce, and SharePoint, any other supported application directly back to Google Drive.

• Create documents, presentations, and spreadsheets in Google Workspace
  • Google Chrome extension
  • Google Drive
  • Docs, Slides, and Sheets
• Insert assets in Docs and Slides
• Save documents, presentations, and spreadsheets to Google Workspace

Prerequisites

Create documents, presentations, and spreadsheets in Google Workspace

With the Templafy integration to Google workspace, you will be able to create documents, presentations, and spreadsheets and save them back to Google. Creating templates will be accessible from

• Google Chrome extension
• Google Drive
• Google Docs, Slides, Sheets

Google Chrome extension

With the Google Chrome extension, you can open the Templafy to create documents, presentations, and spreadsheets from any webpage, save them back to your Google Drive destination folder and edit them directly. that you desire to continue working on the document there. 

1. Click on the Templafy extension
2. Select the desired Library
   • Templafy Docs will open the Documents Library
   • Templafy Slides will open the Presentations Library
   • Templafy Sheets will open the Spreadsheets Library
3. Chose a file
4. Click Save to Google Drive
5. Select the correct folder 
6. Click Save to FolderName
7. Your document will be opened in Google and saved back to the chosen drive folder. 

Google Drive

1. Click on the Templafy button
2. Select the desired Library
   • Templafy Docs will open the Documents Library
   • Templafy Slides will open the Presentations Library
   • Templafy Sheets will open the Spreadsheets Library
3. Chose a file
4. Click Save to Google Drive
5. Select the correct folder
6. Click Save to FolderName
7. Your document will be opened in Google and saved back to the chosen drive folder. 

Docs, Slides, and Sheets

1. Click on New
2. Chose a file
3. Click Save to Google Drive
4. Select the correct folder
5. Click Save to FolderName
6. Your document will be opened in Google and saved back to the chosen drive folder. 

Docs	Slides	Sheets

Start using the Templafy Library add-on to insert asset in Docs and Slides

Each user must finalize the configuration once the task pane once it is made available: giving consent on the usage of data and configuring the URL of the Templafy tenant of their organization. The URL should follow be like this: https://TENANTNAME.templafy.com/

Once the Library add-on configuration finalized, when working in Docs and Slides, you will be able to utilize text elements (Docs only), as well as Images and Content connectors (Docs and Slides) thanks to the Templafy Library add-on.  

1. Click on Add-ons
2. Click Templafy
3. Click Open
4. Place the cursor where you would like to insert the asset
5. Click the asset in the Library pane

Save documents, presentations, and spreadsheets to Google Workspace

With the Templafy Google Workspace integration, you can save files back to Google from anywhere when utilizing the document creation flow or from Templafy Library.

Document creation flow

1. Start the document creation flow
2. Choose a file
3. Click Other actions
4. Click Save to Google Drive
5. Select the correct folder
6. Click Save to FolderName
7. The file will be saved to the folder and you will be redirected to your file in Google

Templafy Library

1. Open the Library pane
2. Click Save to...
3. Click Save a copy to Google Drive
4. Select the correct folder
5. Click Save a copy to ...
   The file will be saved to the folder and ca be accessed by clicking the link

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