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How to access Template Designer

This article explains how to access Template Designer from the ellipsis menu in the Library pane, and, if custom tab settings are enabled on the tenant, from the ribbon.

  Prerequisites

  • Library and at least one Dynamics modules enabled.
  • Templafy Desktop and Office VSTO add-in (Word, PowerPoint or Excel) installed on the PC.
  • Space owner access to the Templafy tenant.

How to access the Template Designer from the Library pane

  1. Go to your Office desktop application, in this example Word.
  2. Click on the Home tab in the ribbon.
  3. Click on Content Library to open the Library pane.
  4. Click on the ellipsis menu, then Template Designer as shown below:

WordOpenDesignerFromRibbon.png

How to access the Template Designer from the ribbon

If 'Create custom tab for Templafy add-ins' has been enabled on your tenant, the Template Designer button will displayed directly in the ribbon. 

  1. Go to your Office desktop application, in this example Word.
  2. Navigate to the custom tab, in the example below named Templafy.
  3. Click on the button Template Designer.

WordOpenDesignerFromTab.png

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