EIM documentation

2.Overview

In this section we will answer some of the most common questions that users, template re-sellers and template designers may have.
How to log in?

  • During the subscription activation process, you will be asked to log in to your Microsoft account, OR
  • After changing the user/logging out, the EIM will ask you to log in with your Microsoft account


How to activate a subscription?

  • By redirecting to the Activation URL that gets displayed after the subscription has been successfully generated (more info here), OR
  • By clicking on the Activation link received via email

Screenshot: Activation link received via email

Where can I view My templates?
Click on the My templates button in the upper left corner. On this page, all your not-activated and activated templates will be displayed.

How to deploy a template – what permissions are needed?
The template deployment process is described in this section of the documentation.

The necessary permissions are as follows:
User – can see his templates and the officeGATE page
Administrator – can see his templates, officeGATE page, Administrator page – he can fetch and deploy templates
Template administrator – can see his templates, officeGATE page, Administrator page – he can fetch and edit templates, but can’t create a subscription
Subscription administrator – can see his templates, officeGATE page, Administrator page – he can create subscriptions from existing templates, but can’t edit, delete, nor add templates

How to deploy officeGATE?
officeGATE can be easily deployed by creating an invitation group, which will contain the email addresses of users that you would like to deploy officeGATE for, and then simply pressing the Invite button. The users will get an email containing the download link for officeGATE within few minutes and can install it with just a few clicks.

How to create a subscription?
A subscription can be created on the Administration page.

How can I design a new template?
A completely new template can be designed directly in SharePoint (more info about how to do it here), or you can edit an existing one directly in EIM (more info here).

Screenshot: Where to edit template directly in EIM

Yes No Suggest edit
Help Guide Powered by Documentor
Suggest Edit