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How to access the Template Designer

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About this article

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

 

Prerequisites

 
  • Admin access in Templafy tenant to enable the button
  • Library or Dynamics modules enabled

 

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 the Content Library to open the Library pane
  4. Click on the ellipsis menu, then Template Designer as shown below:
     
    mceclip2.png

 
  • The Template Designer button accessible from the ellipsis menu in the Library pane will be displayed when Library module is enabled

 

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 below example named Templafy
  3. Click on the button Template Designer

    2022-12-13_12-56-00.png
 
  • The Template Designer button in the custom tab in the ribbon will be displayed only if at least one Dynamics module is enabled on the tenant
  • Only for Word/PowerPoint/Excel desktop application
  • The Template Designer will only be displayed in the Custom tab, which means that the Create Custom tab for Templafy add-ins setting must be enabled - otherwise it can be accessed through the Library pane as stated above
  • The Template Designer will only show in the ribbon for owners and admins, no end-users will see the button 
  • The Template Designer will show through the Library pane regardless 

 

 

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