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How to create a Templafy document through Office Online?

About this article

This article will explain how to create a document through the Templafy web add-in in Office Online.

 

Prerequisites

 
  • Templafy Web add-in 
  • Experience shown in the article refers only to Office Online

 

How to create a document through Office Online?

  1. Open your Office program fromhttps://www.office.com/
  2. Navigate to the Home tab in the ribbon and locate the Templafy web add-in installed. Like shown in the image below, you may find this under the three dotted "more settings" menu.

    how_to_create_a_templafy_document_office_online1.png

  3. Click on Templates and Digital Assets to open the Templafy add-in task pane
  4. Select a document from the Templafy task pane
  5. Click create
  6. You'll be prompted with two pop-ups.
  7. Confirm the two Microsoft native notifications, similar to shown below: 

    how_to_create_a_templafy_document_office_online2.png
    "This add-in is about to create a new document in your default folder on your current cloud repository"


    how_to_create_a_templafy_document_office_online3.png
    "This add-in is about to display a new window"

  8. After confirming, your document is created in a new browser tab. 

 

 
  • Please note that these two notifications are provided by Microsoft, not Templafy.

 

 

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