How to use Microsoft Teams integration?

About this article

This article will explain how to use Templafy in Microsoft Teams. As an end-user, you can directly find and create both static and dynamic documents, presentations, and spreadsheets stored in the Templafy Library directly within Microsoft Teams.

In addition, if the Library web add-in is distributed within the organization, the end-user can also utilize the Templafy task pane when editing the document, presentation, or spreadsheet to locate and insert assets from the Templafy Library. 

• Creating a template from the tabs at the top of a Teams channel or a chat
• Creating a template from the extension under the chat box in a Teams channel or a chat
• Inserting Templafy assets when editing documents and presentations in Teams

Prerequisites

Creating a template from the tabs at the top of a Teams channel or a chat

1. In a Teams channel or in a chat, at the top of the channel, click on the tabs you previously set up
   You might need to Log in to access the relevant Template Library
2. Select the template you wish to create 
   Click Next and fill in the form if the template is dynamic
3. Click on Save back to Teams
   
   • The template will be opened inside Microsoft Teams in edit mode
   • A message containing the template will be sent in the chat/channel 
   • The file will be saved
     • Files that you upload to a channel are stored in your team's SharePoint folder. These files are available in the Files tab at the top of each channel.
     • Files that you upload to a one-on-one or group chat are stored in your OneDrive for Business folder and are shared only with the people in that conversation. These are available in the Files tab at the top of a chat.

Creating a template from the extension under the chat box in a Teams channel or a chat

1. In a Teams channel or in a chat, in the, under the chat box, click on the Templafy extension
2. Click Create document
   You might need to Log in to access the relevant Template Library
3. Select the template you wish to create 
   Click Next and fill in the form if the template is dynamic
4. Click on Save back to Teams
   The template will be attached to a message
5. Send the message 
   • A message containing the template will be sent in the chat/channel
   • The file will be saved
     • Files that you upload to a channel are stored in your team's SharePoint folder. These files are available in the Files tab at the top of each channel.
     • Files that you upload to a one-on-one or group chat are stored in your OneDrive for Business folder and are shared only with the people in that conversation. These are available in the Files tab at the top of a chat.

Inserting Templafy assets when editing documents and presentations in Teams

1. In Teams, while editing a document or a presentation,
2. Click on the Templafy Icon in the ribbon
   The Library task pane will open
3. Browse and click on the desired asset to insert them into your document/presentation

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