User Guide

Introduction

Kick-start your work by creating your Office document based on the latest and most up-to-date templates served to you in your favorite Office application on any device or platform.

Template Chooser for Office, Word
Template Chooser for Office, Excel
Template Chooser for Office, PowerPoint
Template Chooser for Teams
Template Chooser for SharePoint
Multiple Office App Awards Winner
Microsoft 365 App Certified

Launching

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In Word, Excel, and PowerPoint

Template Chooser Ribbon

Once the 'Template Chooser for Office' App has been assigned to you or you have acquired it via the Office Store/AppSource, it will automatically appear in the 'Home' tab of your Office application ribbon. To launch the App best click on the 'Templates' button. Be aware that the name of the Button 'Templates' can vary based on the Office language you are using. Please note that the icon for the 'Templates' button might vary depending on what Office application you are working in.

In Teams

Template Chooser Tab

Once the 'Template Chooser for Teams' App has been added to a channel of a Team it will be accessible as a channel Tab/App. To launch the App best click on the 'Templates' tab. Please note that the name of the 'Template Chooser for Teams' tab can vary as it can be renamed freely.

In SharePoint

Template Chooser Tab

Once the 'Template Chooser for SharePoint' App has been added to a Site Collection in SharePoint it will be accessible as a button on any document library within that site collection. To launch the App best click on the 'Templates' button. Be aware that the name of the button 'Templates' can vary based on the browser language you are using. The Button will unfortunately not be available on Document Library Web Parts due to current SharePoint API limitations.

In the Browser

Type in 'https://templatechooser.officeatwork.com' in your browser URL field to navigate to the 'Template Chooser for the Browser'.

Signing in

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To get started with this Add-In/App you need to connect it with your existing Microsoft 365 Work or School account or with your Personal Microsoft Account. Follow these steps:

Template Chooser Welcome Page
  • Click on the 'Connect' (1) button.

  • Sign-in using your Microsoft 365 (Work or School) account or your Personal Microsoft Account.

  • You might be asked to consent to the Add-In accessing your data. This step might have been taken care of by your internal IT department in advance. In that case you will not be asked.

  • Done.

Please note:

The actual sign in experience is provided by Microsoft. officeatwork does not offer any user accounts. Users must use their existing accounts to sign in to the Add-In.

Please note:

You will not be able to sign in to the 'Template Chooser for Teams' or the 'Template Chooser for SharePoint' with another user than the one you used for Teams or SharePoint. So if you want to switch the user in the 'Template Chooser for Teams' or the 'Template Chooser for SharePoint' you need to re-sign-in to Teams or SharePoint with that user.

Accounts

This Add-In accepts Microsoft 365 Work or School accounts. It also accepts Personal Microsoft Accounts including GitHub accounts.

Consenting

The first time you connect the app, you might be asked to consent to the permissions required by the app. Please go through those permissions carefully and grant consent as the App requires these permissions to function. If you do not grant consent, the app will not work for you.

Please note:

Your IT administrator can pre-consent on behalf of all users. That way you and your fellow users would not have to consent each individually. Your IT administrators can learn more about pre-consenting in the IT Operations Guide further below.

Add-In Menus

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You can find the app menus at the bottom of the app. It currently consists of the 'officeatwork' logo (on the left) and (on the right) the 'Settings' menu, the 'Help' menu, and the 'User' menu. Clicking on the officeatwork logo will take you to the officeatwork website.

Please note:

Dependent on the officeatwork app and its configuration for your Microsoft 365 tenant, items available in the app menus may vary.

Settings

Settings menu
  • About: This will take you to the about pane that lists various information about this app.

  • Rate: This will take you to the review page on Microsoft AppSource.

  • Document: This will take you to the document settings page of this app.

  • Admin Center: If you are an officeatwork admin, you will see the 'Admin Center' option that will take you straight to the officeatwork 'Admin Center' app.

Help

The help menu is customizable via the officeatwork 'Admin Center' App. The description below explains the standard officeatwork experience. It's also possible that the help option is completely missing (No help experience) or is showing different elements in the case where your officeatwork admin has chosen to go for a custom help experience.

Help menu

officeatwork standard help experience

  • Getting Started: Link to a page that will help you get started with this Add-In or App.

  • Documentation: Link to the documentation of the Add-In or App.

  • Help Center: Link to the officeatwork Help Center.

  • Yammer Community: Link to the officeatwork Yammer community.

  • Send us your Feedback: Link to an online feedback form you can use to reach out to officeatwork.

  • Roadmap: Link to the roadmap page of the Add-In or App.

Additionally to the help experiences listed above, you might also want to consider the following (free and paid) options:

  • Learn more links: Throughout the app, you will find 'Learn more' links that will take you to the documentation pages covering the topic you are currently viewing. These links are the fastest way to pull up the relevant documentation.

  • Premium Support: Customers with a Premium Support Subscription can use additional support offerings and channels made available via the premium support subscription.

  • Your internal resources: You will most likely have internal resources covering the Business aspects or IT aspects of this App. Please also consider reaching out to them when appropriate. Thank you.

User Menu

User menu
  • Signed-in User: You can see the photo, name, and email address of the currently signed-in user at the top of the User menu.

  • Sign out: This option will allow you to sign out of this Add-In/App.

Navigation

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To switch a library just click on the library icon (1) at the top of the Add-In. That will bring up a list of all available libraries for you to choose form. You can then just click on one of the libraries to switch.

Template Chooser Navigation
  • Click the 'Library' (1) icon.

  • The library selection pane will appear.

  • Select a library.

  • Done.

Templates

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Creating NEw Files

Once you have loaded a template library you can easily create a new document base on a specific template by clicking anywhere (1) on to one of the listed templates.

Template Chooser Templates

In Office

  • Click on any template.

  • A new document will be created based on the template you have clicked on.

  • Done.

Please note:

Dependent on your Office application and its version you might have to complete the download of the template via your browser. In that case follow the on-screen instructions and switch to your browser to download and open the template.

In Teams, SharePoint & the Browser

  • Click on any template.

  • Type a name for the new document.

  • Select one of the creation options.

  • Done.

Template menu

When hovering over a template you will see three dots (the template menu) to the far right of the template entry. Click on the button to explore the options.

Template Menu
  • Click into the template menu (1).

  • Choose one of the options.

    • Add Favorites will add this template to your favorites list.

    • Remove Favorites will remove the template from your favorites list‍

    • Show Preview will show a preview of the template below the template item.

    • Hide Preview will hide the template preview.

    • View Online will open a new browser window to show you the template itself.

  • Done.

Searching Templates

Use the search box (1) to search for contents with a specific name within the active template library.

Template Chooser Search
  • Click into the search box.

  • Type your search criteria.

  • Hit Enter on your Keyboard.

  • Done.

Please note: Searching across multiple libraries is currently not supported.

Navigating Folders

Use the ‘bread crumb’ navigation element (1) to move up your folder hierarchy. To navigate into a folder just click onto its icon.

Template Chooser Breadcrumb
  • Click on a folder to navigate into that folder.

  • Click onto the breadcrumb to navigate back out of folders.

Managing Templates

To manage your templates of the currently loaded library you just need to click on the 'View Online' (1) button. To manage templates from a different library you just need to switch to that library first before clicking on the 'View Online' button.

Template Chooser View Online
  • Click into the 'View Online' (1) button.

  • A new browser window will open showing you the current library

  • Done.

Favorites

To see your favorites just click on the 'Favorites' (1) tab. To return to your Libraries just click on the 'Libraries' tab. Click on the Template Menu of the individual template to add or remove it to/from your favorites list. You can drag-and-drop your favorites items to sort them the way you whish.

Template Chooser Favorites
  • Click into the 'Favorites' (1) button.

  • Your favorites list will appear.

  • Done.

Supported file formats

Each Office application supports its specific file formats. See below what Office applications supports what formats.

Formats marked in bold are the recommended formats to use as they offer the best overall experience.

Word

Word
DOCX (1)
Word
DOCM (4)
Word
DOTX
Word
DOTM (4)

Excel

Word
XLSX
Word
XLSM (3)
Word
XLTX (2)
Word
XLTM (3)

PowerPoint

Word
PPTX (1)
Word
POTX (1, 2)

Project

Word
MPP
Word
MPT

Teams

Word
DOCX (1)
Word
DOCM (5)
Word
XLSX
Word
XLSM (5)
Word
PPTX (1)
Word
VSDM
Word
VSDX
Word
PDF
Word
MPP

SharePoint (coming soon)

Word
DOCX (1)
Word
DOCM (5)
Word
XLSX
Word
XLSM (5)
Word
PPTX (1)
Word
VSDM
Word
VSDX
Word
PDF
Word
MPP

Browser

Word
DOCX (1)
Word
DOCM (5)
Word
XLSX
Word
XLSM (5)
Word
PPTX (1)
Word
VSDM
Word
VSDX
Word
PDF
Word
MPP

(1) Support for inline preview in Template Chooser Add-In

(2) Due to some missing API's for the template file format in PowerPoint and Excel we recommend to use the document file format for templates to get the best user experience when creating new documents.

(3) Due to some missing API's for the macro file formats in PowerPoint across platforms these files are only supported on Windows and Mac.

(4) Due to some missing API's for the macro file formats in Word across platforms these files are only supported on Windows and Mac with a simple browser download experience.

(5) Please be aware that Office Online does not support macros. The file can be created and opened in Office Online but the macros will not be available.

OneDrive Libraries

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Enable / Disable

This feature is enabled by default. Licensed customers can disable this feature using the Admin Center App. Users signing in with a personal account or users using an evaluation license are not able to disable this feature.

Configure

Manage OneDrive Libraries

At first you might have not configured your OneDrive or OneDrive for Business for the 'Template Chooser'. In this case, you will find a 'Manager Libraries' (1) button below the 'OneDrive' library header. If you already have setup some libraries, you will not see the 'Manager Libraries' button. In this case, you can use the 'Pen' icon (2) to start managing your libraries.

Please note: Organizational users that sign in with their Work or School account can choose to disable OneDrive support within the Template Chooser. This can make sense in case you want all your templates organized in SharePoint and not promote the management of templates on an individual level.

Manage

Manage OneDrive Libraries

New Library

To create a new library just click on the 'Add Library' (1) button. A flyout appears, that will allow you to select a folder. Navigate and select to the folder you wish to use as a Template Library and click on 'Create Library' button at the bottom of the list. With this you have created a new Template Library linked to the folder you just selected.

Edit or Remove a Library

To edit an existing library just click onto the library entry (2) in the list of libraries. To remove the library just click on the 'Remove' button at the bottom of the library properties. To rename the library just click into the 'Name' field and change the name accordingly. Use the arrow back at the top of the page to return to the libraries list.

Add-In Embedding

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Open Add-in together with a document

You might want this app to open alongside your document automatically. To actively embed the Add-In into your currently open document, please follow the steps below:

Document
  • Open the Add-In 'Settings' menu.

  • Click on the 'Document' option.

  • On the 'Document' pane, choose your Embedding option (1).

  • Click 'Save' to save your changes.

Attention:

Please be aware that automatically launching an app, together with a document, will only work if:

  • The user opening the document, with the embedded app, has the app available already, and,

  • The Add-In deployment method is the same for both the user who embedded app and the user opening the document, with the embedded app.

For example, if one user acquired the app from the Office Store, and the other user acquired the app via centralized deployment, the embedding will not work for both users. It will only work for the user who embedded the app in the document. To avoid this platform limitation, please ensure that all your users in your organization acquire the app using the same deployment method, preferably using centralized deployment

Embedding options

Never

Choose this option if you do not want the Add-In to open together with your document (default setting).

Once

Choose this option if you want the Add-In to only open the next time you open your document, after that it shall not open automatically anymore. 

Always

Choose this option if you want to have the Add-In open together with your document all the time. Note that the Add-In will also open if you close your document with the Add-In closed and then re-open the document.

Business Operations Guide

Introduction

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This Business Operations Guide is aimed at users that are responsible for the successful implementation and running of the officeatwork Apps and Add-Ins in their organization. This guide also includes a Roadmap section where you can learn more about existing and upcoming features.

Apps & Add-Ins

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The following Apps and Add-Ins are included in the Template Chooser.

Supported Applications

The 'Template Chooser' runs within the following Microsoft 365 applications on Windows, Mac, iPad and Office Online:

Word
Word
Word
Excel
Word
PowerPoint
Word
Project
Word
Teams
Word
SharePoint
(coming soon)
Word
Edge
Word
Chrome
Word
Safari
Word
FireFox

Please note:  The 'Template Chooser' Apps might offer different features depending on the different Microsoft 365 applications on the various platforms.

Please note:  The 'Template Chooser for Office' in Project is currently only available on Windows.

Supported Storage Services

The  'Template Chooser' supports the following Microsoft 365 storage locations:

Word
SharePoint Online
Word
Teams
Word
OneDrive

Please note: SharePoint, Teams, and OneDrive can be deactivated on a tenant by tenant basis using the officeatwork Admin Center.

Supported User Accounts

The  «Template Chooser» supports the following user accounts:

Word
Microsoft 365 Account
Word
Microsoft Personal Account

Variations

The  'Template Chooser' app will offer different features based on the account you are using or if you are a subscription user or not. If you are evaluating the app without a subscription you will not be able to configure all the options a paying user with a business subscription would be able to. If you sign in using a personal Microsoft account you will also not be able to configure any settings. Additionally, features available only to Microsoft 365 Users like SharePoint Online will also be missing.

Personal

FREE

when using a personal Microsoft account.

Supported Libraries

OneDrive

Teams

SharePoint

Tenant Settings

Feature Settings

Custom feature settings like disabling OneDrive or removing the Yammer and Feedback form link.

Advertisement Free

New users will receive no e-mails from officeatwork.

Sample Libraries deactivated

Business

Evaluation

when using a Microsoft 365 account for evaluation purposes.

Supported Libraries

OneDrive for Business

Teams

SharePoint

Tenant Settings

Feature Settings

Custom feature settings like disabling OneDrive or removing the Yammer and Feedback form link.

Advertisement Free

New users will receive no e-mails from officeatwork.

Sample Libraries deactivated

Business

Subscription

when using a paid subscription with a Microsoft 365 account.

Supported Libraries

OneDrive for Business

Teams

SharePoint

Tenant Settings

Feature Settings

Custom feature settings like disabling OneDrive or removing the Yammer and Feedback form link.

Advertisement Free

New users will receive no e-mails from officeatwork.

Sample Libraries deactivated

Onboarding Guide

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This page will guide you through the steps required to deploy the 'Template Chooser' within your organization. The page is built in a check-list fashion and covers the most commonly used approach.

Please note:  Evaluation users are automatically captured in our marketing automation engine. To avoid that your users will be receiving marketing messages from us it is essential that you first activate the necessary subscriptions before making the add-in available to your users. You can also receive a trial license that will allow you to test all the features without your users being captured in our marketing automation engine. Apply for a trial here.

Prepare Infrastructure

Please make sure that the sub-domains cdn.officeatwork365.com and gateway.officeatwork365.com are trusted by all your browsers on all platforms and that your firewall/proxy is not interfering with those sub-domains. If your internal policies would allow it you can of course use *.officeatwork365.com instead of the individual sub-domains.

Configure Features

Use the Admin Center App to configure features like enabling or disabling OneDrive Libraries etc.

Prepare SharePoint

To enable SharePoint to be your storage location for your templates you need to first prepare SharePoint accordingly. The 'Template Chooser' requires a dedicated site collection called 'officeatwork' with some additional sub sites, lists and libraries within your Microsoft 365 SharePoint tenant. For this we offer detailed documentation and a web application that does this for you.

Manage User Groups

As the deployment of all the Apps as well as the access to templates can be managed using «Azure AD» security groups we recommend creating/utilizing these groups accordingly. Please keep in mind that if done cleverly, new employees will automatically get access to the Apps and the templates simultaneously, just by adding a user into the appropriate security groups. We believe that this could simplify/automate your employee on-boarding process in regard to automatically getting access to your Office templates.

Access to the Template Chooser add-in

Access to the template libraries and files

Move your templates

Pre-consent Add-In access

Assign and promote the add-in to users

Verify your onboarding

SharePoint Online Libraries

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Setup

Automatic configuration

The officeatwork 'Template Chooser Setup App' is an Microsoft 365 Web App designed to help you setup your SharePoint Online configuration for the officeatwork Template Chooser. The Web App will help you create a new SharePoint site collection named 'officeatwork' and a subsite named 'TemplateChooser'. Within that subsite it will also create a list named 'TemplateLibraries' and a document library named 'Templates'. The list and the document library will initially be populated with some sample data. If you prefer to do the setup work in your SharePoint online tenant work manually you can jump to the next section called 'MANUAL CONFIGURATION'.

Follow these steps to perform the configuration required to enable SharePoint template libraries within your Template Chooser Apps:

Please note: You need to be a SharePoint administrator AND an Microsoft 365 administrator to run the 'Template Chooser Setup App'.

Please note: Please be aware that this initial setup process can take up to 15 minutes to complete!

  • Start the automatic configuration by clicking the 'Template Chooser Setup App' button below:

    Template Chooser Setup App
  • Click on 'Sign-in as Admin'.
    Please remember that the account you use to sign-in must be an AAD account and the user must be an Microsoft 365 AND SharePoint Admin.

    Content Chooser Setup
  • Click on the «Create Repository» Button.

  • Please be patient and wait for this process to complete — it can easily take up-to 15 minutes to complete.

  • After the repository is created return to the Template Chooser and reload it.

  • You should now see at least one SharePoint template library in your list of template libraries.

Manual configuration

If you want to setup SharePoint Online without the «Template Chooser Setup App» for Microsoft 365 you can configure SharePoint Online within your Microsoft 365 tenant manually. It is important that the names for the site collection etc. are exactly as provided below. Follow these steps:

  • Create a new Site Collection named «officeatwork»

  • Create the subsite «TemplateChooser».

    Please note: Please be aware that the url must be exactly as written above and that upper and lower case matter (case sensitive)

  • Add a new list to this site collection named «TemplateLibraries»

  • Add the column of type «Hyperlink or Picture» with the name ‘Url’ (cases sensitive) to this list

  • Add a column of type «Choice» with the name ‘Applications’ (cases sensitive) to this list

  • Set the property ‘Type each choice on a separate line’ to
    Word
    Excel
    PowerPoint
    Project
    Teams
    SharePoint

  • Set the ‘Display choices using’ to ‘Checkboxes (allow multiple selections)’

  • Set the ‘Default value’ to ‘Calculated Value’ and enter the following formula in the input box
    =”;#Word;#Excel;#PowerPoint;#Project;#Teams;#SharePoint;#”

  • Leave all other properties at default settings

  • Add entries for each Document Library which contains templates by copying the URL of the document library into the «Url» field

  • Give each entry a name by typing a name into the Title field of each entry.

  • Define for each entry in what Office applications the library shall be visible. New entries will be visible in all Office applications by default.

  • Re-load the officeatwork 365 Template Chooser Web Office Add-in in your Office application.

Tip: Any document library within your SharePoint Online tenant can be used as a template library. There are no specific requirements other than that those listed libraries must be of type SharePoint document library.

Things that can go wrong…

SharePoint Online is quite complex and therefor things can be configured in a way that will not allow you to see your libraries.

No access to the Libraries List

No access to the Libraries List

When you get this message in the list of libraries it is most likely the case that you do not have access to the SharePoint list that holds the list of all SharePoint Document Libraries that should be shown as available libraries.

  • Click on the link ‘SharePoint Online libraries list’ in the message. This will try to open the SharePoint list using your Browser. If you have no access to the list, you should be seeing the default 'no access' message form SharePoint. Contact your SharePoint administrator to ask for access to that list.

SharePoint still not configured

In case you still see the initial configuration message after you have configured SharePoint online you might want to check if the users that encounter this have access to the root site collection of your SharePoint online tenant. If that is not the case users will see the original messages as shown below (1).

Template Chooser Setup SharePoint Online

Initially you need to consent to the App being allowed to use your SharePoint data. This consent can only be provided by an SharePoint online administrators.

Configuration

Template Chooser Setup SharePoint Online

At first you might have not configured your Microsoft 365 SharePoint Tenant for the 'Template Chooser'. In this case, you will find a 'Learn more' link (1) below the 'SharePoint Online' library header. So if you want to configure your Microsoft 365 Tenant’s 'SharePoint Online' to work with the 'Template Chooser' just click on the 'Learn More' link and follow the instructions presented on the web page.

Once your Microsoft 365 Tenant’s 'SharePoint Online' has been configured for the 'Template Chooser' you will see a list of all available document libraries you have access to. The libraries are listed below the 'SharePoint Online' group header.

Manage Libraries

Template Chooser SharePoint Online Edit

If you want to manage the lists of 'SharePoint Online' libraries just click on the 'Edit' button (1) to the far right of the 'SharePoint Online' group header.

This will open a dedicated 'SharePoint Online List' in your Microsoft 365 Share Point Online Tenant. The URL of the list will be something like this: https://[YourTenant].sharepoint.com/sites/officeatwork/TemplateChooser/Lists/TemplateLibraries.

Template Chooser SharePoint online Template Libraries

The actual adding and removing of libraries can be done using native 'SharePoint' functions. If you are not literate with 'SharePoint Online' we recommend you to go through the 'SharePoint' documentation or to reach out to someone with sufficient 'SharePoint' experience.

You need to create an item in this list for each 'SharePoint Online' Document library you want to use in the 'Template Chooser'. The 'Title' column will be used as the name of the library in the libraries list in your 'Template Chooser' Add-in. The 'URL' column must contain the URL of the library in your 'SharePoint Online' tenant you want to use. This could look something like this:
https://[YourTenant].sharepoint.com/sites/officeatwork/TemplateChooser/Templates. The Application column will allow you to determine in what Office application the library shall appear.

Tip: The libraries you use can be located in any site collection within your SharePoint root host of our Microsoft 365 Tenant’s 'SharePoint Online'.

Tip: Use the rich security options provided by 'SharePoint Online' to determine what libraries are made available to users and groups within your organization.

Please note: The user will need at least read rights to the root site of the site collection you are connecting to.

Library names

By default the Title field in the SharePoint list will be used to display your library name in the product experience.

Attention:

Your Title field label might be translated in your SharePoint experience! So, in for example a french SharePoint document library user experience the title column would appear as Titre and not Title. Nevertheless, the column labeled Titre will work.

Attention:

If the column names (not labels) do not exactly match the names as defined below, the Special Columns features will not work. We therefor recommend to define new columns via the 'List Settings' page and not directly in the list view.

Library Name Translation

If you are sharing your libraries across language regions you might want to translate the library names so that users can explore your libraries in their native language. To add translations to any library in you need to add an additional column to your SharePoint list (1 column per language). We offer a simple naming convention to enable this scenario:

Title + . + language code

So for instance, if you would want to show translated French library names you would need to create an additional column named 'Title.fr'. Make sure you spell the column correctly in your first attempt as renaming the column might only give it a different label but not actually rename the column Name/ID. We also recommend to create new columns via the SharePoint 'Library settings' page to make sure your column gets named correctly. Once you have created the column you can go ahead and add a translation for each library you wish to translate. Thereafter your users with a french user interface will automatically see the translated french library names.

Here is a link to a list of ISO 639-1 language codes you can use:
http://www.lingoes.net/en/translator/langcode.htm

Attention:

Make sure you type your language code in lower case - upper case will not work.

Attention:

If your 'Title' field is translated in your SharePoint experience (for instance 'Titre' for french) you will still need to create your translation columns using the exact English spelling for your additional Title.LanguageCode columns.

Template name

By default the file name of the file in the SharePoint document library will be used to display your template in the 'Temlate Chooser' experience. Alternatively, you can give your template a different name by entering an additional name in the Title field. Providing a name in the Title field is optional and is not required for the template to appear in the 'Template Chooser' experience.

Attention:

Your Title field label might be translated in your SharePoint experience! So, in for example a french SharePoint document library user experience the title column would appear as Titre and not Title. Nevertheless, the column labeled Titre will work!

Template Name Translation

If you are sharing your templates across language regions you might want to translate the template names so that users can explore your template in their native language. To add translations to any template in your SharePoint document library you need to add an additional column per language. We offer a simple naming convention to enable this scenario:

Title + . + language code

So for instance, if you would want to show translated French template file names you would need to create an additional column named 'Title.fr'. Make sure you spell the column correctly in your first attempt as renaming the column might only give it a different label but not actually rename the column Name/ID. We also recommend to create new columns via the SharePoint document library 'Library settings' page to make sure your column gets named correctly. Once you have created the column you can go ahead and add a translation for each template file you wish to translate. Thereafter your users viewing the 'Template Chooser' in French will automatically see the translated French template names.

Here is a link to a list of ISO 639-1 language codes you can use:
http://www.lingoes.net/en/translator/langcode.htm

Attention:

Make sure you type your language code in lower case - upper case will not work.

Attention:

If your 'Title' field is translated in your SharePoint experience (for instance 'Titre' for french) you will still need to create your translation columns using the exact English spelling for your additional Title.LanguageCode columns.

Folder Name Translation

To translate the folder names shown in the Template Chooser you would have to create a new SharePoint Content type for your folders that includes the translation columns like Title.fr and assign that folder content type to your document library. Please consult the SharePoint documentation on how to create and assign content types to document libraries.

Teams Libraries

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Enabling / Disable

This feature is enabled by default. Licensed customers can disable this feature using the Admin Center App. Users signing in with a personal account or users using an evaluation license are not able to disable this feature.

Enable Teams

Initially you need to enable the Teams libraries feature. To do this you click on the enable (1) button. This will start an admin permissions flow that only Microsoft 365 Administrators can complete.

Configuring

Manage Teams Libraries

At first you might have not configured your Teams libraries. In this case, you will find a «Manager Libraries» (1) button below the «Teams» library header. If you already have setup some libraries, you will not see the «Manager Libraries» button. In this case, you can use the «Pen» icon (2) to start managing your libraries.

Attention:

Please note that only team owners can configure Teams libraries.

Manage

Manage Teams Libraries

New Library

To create a new library just click on the «Add Library» (1) button. A flyout appears, that will allow you to select a Team, a channel and if you wish any sub-folder within that channel. Navigate and select to the channel or folder you wish to use as a Template Library and click on «Create Library» button at the bottom of the list. With this you have created a new Template Library linked to the channel or folder you just selected. Be aware that you can only create one Template Chooser library per team. So once you have created a library for a specific Team that team will not show up anymore in the flyout. Once you have created a Template library within a team that library will become visible for all your team members. There is no need for all team members to repeat this step of creating a teams library for any specific team.

Edit or Remove a Library

To edit an existing library just click onto the library entry (2) in the list of libraries. To remove the library just click on the «Remove» button at the bottom of the library properties. You can not rename a Teams library as it will always show the name of the Team as the library name. Use the arrow back at the top of the page to return to the libraries list.

Template name

Note: Teams uses SharePoint to store all files. So our officeatwork template libraries in Teams are actually native SharePoint document libraries. That is why the following explanation is talking about SharePoint document libraries.

Samples Libraries

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The 'Samples' libraries are here to help you to get a feeling of what the 'Template Chooser' can do for you without the need to setup your own libraries.
If you have not set up any of your own libraries the 'Template Chooser' will always select the first 'Samples' library for you by default when loading the libraries page.

Hide Samples Libraries

All sample libraries including the 'Samples' group will not be visible to organizational users with a Microsoft 365 or Microsoft 365 Work or School account once you purchased a subscription and become a licensed user.

Analytics

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officeatwork provides analytics support that will allow you to get insights into the usage of your assets and data used within the officeatwork Apps and Add-Ins. To capture this information you need to set up a data capturing stream that will allow the officeatwork Apps and Add-Ins to send your usage data into a storage location you own.

The attributes per event we provide are as follows:

  • action (Sample: 'Launched', 'Folder Loaded', 'Template Chosen', 'Document Creation Requested', etc.)

  • addInName (Sample: 'Template Chooser, 'Content Chooser', etc.)

  • assetExtension (Sample: 'docx', 'jpg', 'svg', 'html', 'xlsx', etc.)

  • assetId (Sample: '715IQYDHBZCGRAG5NOCVFIQUSBB7ITQ5LN' etc.)

  • assetName (Sample: 'Letter', 'Project Budget Sheet', 'Memorandum', etc.)

  • assetUrl (Sample: 'https://tenant.sharepoint.com/sites/AllCompany/Documents/General/Contents/Legal/TrademarkStatement.docx'

  • hostApplication (Sample: 'Excel', 'Word', 'SharePoint', 'Browser', etc.)

  • hostPlatform (Sample: 'Windows', 'iOS', 'Mac', 'Web', etc.)

  • hostVersion (Sample: '16.35.218.0', '2.27.709.0', '16.01', etc.)

  • sourceName (Sample: 'Corporate Templates', 'Sales Contents', etc.)

  • sourceType (Sample: 'OneDrive', 'Teams', 'SharePoint', 'Pixabay', etc.)

  • timestamp (Sample: 2018-10-11T12:27:22.205Z)

  • userDisplayName (Sample: 'Joe Miller', etc.)

  • userEmail (Sample: 'joe.miller@sample.com')

  • userId (Sample: '43d7d85d-e05e-4adf-bd1f-691b0a53bb64', etc.)

Power BI

To gain insights into your officeatwork apps and Add-In usage via Power BI you need to follow these three basic steps:

  • Set up a Streaming Data Set in Power BI

  • Register your Streaming Data Set API URL for each of your officeatwork Add-Ins and Apps using the officeatwork Admin Center

  • Create Reports in Power BI

Setting up your Power BI Streaming Data Set in Power BI

Please check out the Power BI documentation to learn how to set up a streaming data set. The steps below will provide some important additional details you will need to take into account when creating your Streaming Data Set:

  • On any of your Power BI workspaces click the '+' button (top right corner) in Power BI to create a new streaming dataset!

  • For the source of your dataset choose API.

  • For Dataset name provide any name you wish. Sample: 'officeatwork-usage'.

  • Create a field for ALL attributes we offer (Sample: 'action', 'addInName', etc.). Make sure to choose 'DateTime' for the timestamp attribute and 'Text' for all others in the format dropdown.

  • Make sure to switch on 'Historic data analysis'.

  • Once created you can get the API info for your new streaming data set and copy the value from the 'Push URL' starting with 'https://api.powerbi.com/... '. You will need this in the second step!

Register your Streaming Data Set API URL for your officeatwork Apps and Add-Ins

Please make sure that before you start this step that you have the 'Push URL' form the previous step in your clipboard.

  • Launch the officeatwork Admin Center

  • Select the app on the left you want to configure (for example the 'Template Chooser').

  • Click the 'Manage' button on the 'Analytics' panel.

  • Paste the 'Push URL' into the 'Power BI streaming dataset API endpoint URL'.

  • Click 'Save' at the bottom of the pane.

  • Done.

Create Reports in Power BI

You can now go ahead and create as many reports in Power BI as you wish. Please be aware that you need to use one of the officeatwork Apps or Add-Ins after connecting your Power BI streaming dataset for your reports to showy any officeatwork usage data!

IT Operations Guide

Pre-Consenting

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Administrators of a Microsoft 365 tenant can pre-consent access to required scopes by clicking the 'Pre-Consent' buttons listed in the Data Scopes section below. Once done, users of your tenant will not have to individually grant access to the various scopes required by the officeatwork Add-In/App.

Data Scopes

Following our security principles our Apps and Add-Ins do not have their own independent data access definitions. What the Apps and Add-Ins can access is always governed by the data provider.

Microsoft 365

Here are some principles that apply to all the access our Apps and Add-Ins have in Microsoft 365:

  • Data access is always scoped to the signed-in user.

  • officeatwork employees do not get access to your data.

  • Your data is protected by the Microsoft 365 security framework including multi-factor authentication.

  • The actual App or Add-In sign in screens are provided and hosted by Microsoft. You can see that as the officeatwork sign in process displays the identical sign in screens and flow as if you were to sign in to Microsoft 365.

  • Users can only access data within the Apps that they can access based on their existing access rights in Microsoft 365.

  • This also means that a user cannot access data of another user via the officeatwork Apps.

Sign-In
Pre-Consent

For the sign-in process the Add-In requires the following scopes:

  • openid user permission to enable users to sign in to the officeatwork app with their organizational and/or Microsoft Account.

  • openid profile user permission to show the signed-in user in the officeatwork app. This is helpful to assure/confirm the user what account was used to sign-in to the officeatwork app.

  • openid offline_access user permission to enable automatic sign in via refresh-tokens, as without users would have to manually Sign-In every single time they launch the officeatwork app. This scope is only required for Non-SSO enabled host applications.

  • User.Read user permission enable the officeatwork app to be able to read the user's basic properties.

  • openid email user permission to activate the evaluation subscription in the officeatwork app. (this scope will be retired soon)

  • User.ReadWrite user permission to be able to save the user's settings. (this scope will be retired soon)

Favorites
Pre-Consent

For using the favorites feature the Add-In requires the following scopes:

OneDrive
Pre-Consent

For working with Files stored in OneDrive the Add-In requires the following scopes:

For working with Files stored in Teams the Add-In requires the following scopes:

  • Group.ReadWrite.All admin permission to be able to read and write data to a Group.

  • User.Read.All admin permission to find out what groups a user belongs to.

SharePoint Online
Pre-Consent

For working with files stored in SharePoint Online the Add-In requires the following scopes:

  • Sites.Read.All admin permission to enable reading data from SharePoint Online.

Please Note:

We have been asked by many prospects and customers if we could not limit the data the Add-In can access within SharePoint Online. Unfortunately, this is currently the only scope available that will allow the Add-In to read the user's data in all the SharePoint Online sites, lists and libraries the user has access to. There is no scope available that would allow us to just ask for permission to specific sites, lists or libraries. This means that using the SharePoint feature will always request this scope allowing users to read and write to all sites they have already access to. We are actively looking into this with Microsoft in the hope to be able to better restrict the data the Add-In can access within the data already accessible to each specific user.

All scopes
Pre-Consent
  • openid user permission to enable users to sign in to the add-in with their organizational and/or Microsoft Account.

  • openid offline_access user permission to enable automatic sign-in via refresh-tokens, as without users would have to manually Sign-In every single time they launch the Add-In. This scope is only required for Non-SSO enabled host applications.

  • openid profile user permission to show the User the signed-in user in the Add-In. This is helpful to assure/confirm the user what account was used to sign-in to the Add-In.

  • Sites.Read.All admin permission to enable reading data from SharePoint Online.

  • User.Read user permission to be able to read the user's basic properties.

  • Files.ReadWrite.All user permission to be able to read and write data to the users OneDrive.

  • Group.ReadWrite.All admin permission to be able to read and write data to a Group.

  • User.Read.All admin permission to find out what groups a user belongs to.

  • openid email user permission to activate the evaluation subscription in the Add-In. (this scope will be retired soon)

  • User.ReadWrite user permission to be able to save the user's settings. (this scope will be retired soon)

Verify permissions

Visit https://portal.azure.com > 'Enterprise Application' to verify what permissions have already been granted for this App or Add-In. This is also the place where you can revoke permissions for this App or Add-In.