1. Go to https://appsource.microsoft.com and search for “eformity”, this is the result you’ll get:
   
2. Click on the result and choose the application that you want to use the Template Manager for:
3. Click on “Get it now”:
   
4. Agree to the terms of use and click on  “Continue”:
5. Next you’ll see this screen:
6. Click on “Open in”, if the application is already opened you’ll need to close it first.
   
   
7. The application will open and you’ll see this:
   
   
   
8. Click on “Trust this add-in”.
   
   
9. If you open up the application again you’ll see a new button on your ribbon under the Home tab on the right-hand side:
   
   
   
10. Click on the button to open the eformity Template Manager, you’ll get different sign in options, either using a Microsoft account or an eformity account:
    
    
    
11. Sign in using the option that applies to you:
    1. Use the Microsoft account option if you’re using the Template Manager with a work account, if your organization has enabled SSO you’ll be able to sign in using this option.
    2. Use the eformity account option if you already have an account at eformity, keep in mind that this is the option to use if your organization has not enabled SSO.
12. If you don’t have an eformity account you can create a subscription in which you can sign in using an eformity account:
    

Explainations for “Subscription”:

• “Company name” is the name of the organization for which a subscription will be created.
• “Subdomain” is the name of the domain where the Template Manager can be accessed. You can choose the name of the domain yourself, keep in mind that this can only be entered once and can’t be changed afterwards
• “Phone number” is the phone number of the organization.
• “City” is the city where the organization is located.
• “Country” is the country in which the organization is located.

 Explainations for “Account”:

• “Full name” is the name of the user that will be created.
• “Email” is the email with which you’ll be able to sign in to the Template Manager, this is also the email to use to sign in to the domain of the organization.
• “Password” is the password with which you can sign in.

Once the subscription has been created you’ll be able to create accounts within the domain for other users in your organization.

You now have access to the Template Manager.