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How to Distribute Templafy Web Add-ins

Updated

In order to support Mac and Office Online users, Web Add-ins can be distributed to end-users through the Microsoft 365 Admin Portal.

  Prerequisites

  • On a Windows device, Version 1704 or later of Office 365 ProPlus.
  • On a Mac, Version 15.34 or later.
  • You need to be a Global Azure Admin to perform the below steps.

Overview

There are 3 different Web Add-ins available for Templafy: Library Outlook, Library Word/PowerPoint/Excel, and Email Signature. All Web Add-ins can be downloaded directly in the Admin Center of your tenant.

  Note

  • The web add-in for Outlook Online will not work in incognito mode, since the API is blocked.
  • Email signatures on Mac requires Outlook New UI for Mac, version 16.38.506 or above (as well as Templafy manifest version 1.0.0.12 or above).

  • Centralized deployment of add-ins requires that the users have one of the following licenses:

    • Microsoft 365 Business (Business Basic, Business Standard, Business Premium)
      Office 365 Enterprise (E1/E3/E5/F3)

    • Microsoft 365 Enterprise (E3/E5/F3) (and are signed in Microsoft 365 using their organizational ID)

    • Office 365 Education (A1/A3/A5)

    • Microsoft 365 Education (A3/A5)

    • Office 365 Government (G3/G5)

    • Microsoft 365 Government (G3/G5)

Mobile Previews for Email Signature

Configuration of the Email Signature Web Add-in to support mobile devices can be found under Settings in the Email Signature section of the admin center.

Deployment

  Important

Using Centralized Deployment from Microsoft can take a minimum of 24 hours for all users targeted to the Web Add-in to see it in their Office programs (maximum of 72 hours).

Uploading a New Add-in

  1. Download the Templafy Web Add-in from the Admin Center.
  2. Go to the Microsoft 365 Admin Portal.
  3. Click Settings.
  4. Click Integrated apps.
  5. Click Upload custom apps.
  6. Under App type select Office Add-in.
  7. Select Upload manifest file (.xml) from device and click Choose File.
  8. Browse location of the manifest file (.xml) for upload, select it and click Open.
  9. Select which Users/Groups should have access (or Everyone) and click Next.
  10. Accept permissions request by clicking Next.
  11. Click Finish deployment to begin the deployment of the add-in.

Updating an Existing Add-in

  1. Download the Templafy Web Add-in from the Admin Center.
  2. Go to the Microsoft 365 Admin Portal.
  3. Click Settings.
  4. Click Integrated apps.
  5. From the list of deployed apps, choose the Templay app you would like to update.
    web_add-in.png
  6. In the app overview, select Update add-in from the Actions menu.
  7. Select Upload manifest file (.xml) from device and click Choose File.
  8. Browse location of the manifest file (.xml) for upload, select it and click Open.
  9. Click Next.
  10. Accept permissions and initiate the update by clicking Accept and update.

How to Retrieve the Original Product ID if your Manifest Upload Failed

  Note

If you receive an error message that your new manifest failed the validation by Microsoft due to a difference in product ID, the product ID (GUID) of your new manifest differs from the original manifest file and needs to be adjusted.
  1. Open the developer tools from your browser (F12 for Windows, Cmd+Opt+J for Mac)
  2. Reupload the manifest to trigger the error message
  3. In the developer tools window, click on the uploadCustomApp request under the Name column
  4. You can then find the original product ID under the Payload header tab as seen in the below screenshot (Form Data -> ProductId)
    • The product ID can only be retrieved from the developer tools. IDs that might appear in upload error message are not related to the product ID.

product_id.png

Related to

library deployment web add-ins Email signature
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