{"id":43164,"date":"2024-06-13T15:21:20","date_gmt":"2024-06-13T13:21:20","guid":{"rendered":"https:\/\/www.templafy.com\/?p=43164"},"modified":"2025-07-24T09:44:47","modified_gmt":"2025-07-24T09:44:47","slug":"compliant-document-creation-in-copilot","status":"publish","type":"post","link":"https:\/\/www.templafy.com\/compliant-document-creation-in-copilot\/","title":{"rendered":"Compliant document creation in Copilot for Office 365"},"content":{"rendered":"\n<section id=\"\" class=\"wp-block-templafy-blocks-colored-section alignfull grid sm:grid-cols-2 md:grid-cols-24 gap-[20px] md:gap-[10px] lg:gap-[20px] xl:gap-[30px] px-5 md:px-5 xl:px-5 2xl:px-12 colored-section px-8 xl:px-8\" data-bg-color=\"#fafdf6\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex col-span-24 col-start-1\">\n<div class=\"wp-block-column blog-hero-container is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group blog-header-container has-global-padding is-layout-constrained wp-block-group-is-layout-constrained col-span-24 col-start-1\">\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-bottom:var(--wp--preset--spacing--3-75)\">\n<div class=\"wp-block-button is-style-back-button\"><a class=\"wp-block-button__link has-gray-100-primary-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/www.templafy.com\/home\/resources\/blog\/\">All blogs<\/a><\/div>\n<\/div>\n\n\n\n<h1 class=\"wp-block-heading has-text-align-left has-ultra-font-size\" style=\"padding-top:var(--wp--preset--spacing--1-8);padding-bottom:var(--wp--preset--spacing--1-8)\">Compliant document creation in Copilot for Office 365<\/h1>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"taxonomy-post_tag is-style-pill wp-block-post-terms\"><a href=\"https:\/\/www.templafy.com\/tag\/ai\/\" rel=\"tag\">AI<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/www.templafy.com\/tag\/integration\/\" rel=\"tag\">Integration<\/a><span class=\"wp-block-post-terms__separator\">, <\/span><a href=\"https:\/\/www.templafy.com\/tag\/product-updates\/\" rel=\"tag\">Product updates<\/a><\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-8c890d92 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\"><\/div>\n\n\n\n<div class=\"align wp-block-templafyacf-custom-author-box\">\n    <a class=\"flex w-full items-center gap-3\" href=\"https:\/\/www.templafy.com\/home\/resources\/blog\/author-oskar-konstantyner\/\" target=\"_blank\">\n        <div class=\"image_wrapper\">\n                            <img decoding=\"async\" class=\"w-12 rounded-full object-cover\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2025\/03\/oskar_konstantyner_portrait.png\" alt=\"Oskar Konstantyner\">\n                    <\/div>\n        <div class=\"author-info__wrapper\">\n            <p class=\"text-textColor has-b-s-semibold-font-size\">Oskar Konstantyner<\/p>\n            <p class=\"!text-gray-70 has-b-s-medium-font-size inline\">Chief Product Officer<\/p>\n            <p class=\"!text-gray-70 has-b-s-medium-font-size inline !ml-3\">June 13, 2024<\/p>\n                    <\/div>\n\n    <\/a>\n<\/div>\n\n<div class=\"wp-block-post-date has-b-s-regular-font-size\"><time datetime=\"2024-06-13T15:21:20+02:00\">June 13, 2024<\/time><\/div>\n\n<span class=\"read-time-shortcode bsf-rt-reading-time\"><span class=\"bsf-rt-display-label\" prefix=\"\">\n\t\t<\/span> <span class=\"bsf-rt-display-time\" reading_time=\"3\"><\/span>\n\t\t<span class=\"bsf-rt-display-postfix\" postfix=\"min read\"><\/span><\/span>\n<\/div>\n<\/div>\n<\/div>\n\n\n<img loading=\"lazy\" decoding=\"async\" width=\"2050\" height=\"815\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/06\/Blog_Header_CoPilot-5.png\" class=\"rounded-20 wp-post-image\" alt=\"\" srcset=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/06\/Blog_Header_CoPilot-5.png 2050w, https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/06\/Blog_Header_CoPilot-5-300x119.png 300w, https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/06\/Blog_Header_CoPilot-5-1024x407.png 1024w, https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/06\/Blog_Header_CoPilot-5-768x305.png 768w, https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/06\/Blog_Header_CoPilot-5-1536x611.png 1536w, https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/06\/Blog_Header_CoPilot-5-2048x814.png 2048w\" sizes=\"auto, (max-width: 2050px) 100vw, 2050px\" \/>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<section id=\"\" class=\"wp-block-templafy-blocks-colored-section alignfull grid sm:grid-cols-2 md:grid-cols-24 gap-[20px] md:gap-[10px] lg:gap-[20px] xl:gap-[30px] px-5 md:px-5 xl:px-5 2xl:px-12 colored-section px-8 xl:px-8\" data-bg-color=\"#fafdf6\">\n<div class=\"wp-block-columns alignfull is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex col-span-24 col-start-1 grid grid-cols-subgrid\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow col-span-9 col-start-1\">\n<h2 class=\"wp-block-heading has-h-3-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--1-25)\">Earlier this year, we released our first Copilot integration.<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow col-span-14 col-start-11\">\n<p class=\"has-body-m-regular-font-size\" style=\"padding-bottom:var(--wp--preset--spacing--1-8)\">The next stage in our work together to discover and create the best solutions for large enterprise organizations when it comes to document generation.<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\" style=\"padding-bottom:var(--wp--preset--spacing--1-8)\">Designed to<a href=\"https:\/\/www.templafy.com\/blog\/compliant-document-creation-in-copilot\/\">&nbsp;<strong>integrate seamlessly into Microsoft Copilot<\/strong>,<\/a>&nbsp;Templafy allows users to stay on brand and create higher-quality documents. It provides immediate access to up-to-date company templates and content libraries, through to fully automated documents when working within MS Office applications.&nbsp;<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\" style=\"padding-bottom:var(--wp--preset--spacing--1-8)\">The great news is this is just a start!&nbsp;<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\" style=\"padding-bottom:var(--wp--preset--spacing--1-8)\">Last month, Microsoft held their annual Build conference aimed at software engineers and web developers, where attendees gained a view into how we\u2019re taking Templafy and Copilot AI to the next level.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\" style=\"padding-bottom:var(--wp--preset--spacing--1-8)\">Templafy was showcased in one of the breakout sessions, providing a deeper dive into the potential of Copilot and our rules-based document generation engine. The video below showcases how we support automated document creation, increasing the compliance of the document information and brand,&nbsp;super boosting end-users&#8217; productivity.<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\">We\u2019re excited to be continuing this journey with Microsoft, creating solutions that enable enterprises to leverage generative AI by keeping control over the brand and quality of information across all business documents.&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<section id=\"\" class=\"wp-block-templafy-blocks-colored-section alignfull grid sm:grid-cols-2 md:grid-cols-24 gap-[20px] md:gap-[10px] lg:gap-[20px] xl:gap-[30px] px-5 md:px-5 xl:px-5 2xl:px-12 colored-section\" data-bg-color=\"#fafdf6\">\n<div class=\"wp-block-templafy-blocks-in-this-article  border border-solid border-gray-30 rounded-[20px] !px-5 !py-10 md:!px-16 md: !py-14 col-span-24 col-start-1 grid grid-cols-subgrid\"><span class=\"col-span-9 col-start-1 has-h-3-font-size\">In this article<\/span><ul class=\"col-span-14 col-start-11 article-list-container\"><\/ul><\/div>\n<\/section>\n\n\n\n<figure style=\"padding-top:var(--wp--preset--spacing--2-5);padding-right:var(--wp--preset--spacing--2-5);padding-bottom:var(--wp--preset--spacing--2-5);padding-left:var(--wp--preset--spacing--2-5)\" class=\"wp-block-video col-span-24 col-start-1 grid grid-cols-subgrid\"><video fetchpriority=\"high\" autoplay controls loop src=\"https:\/\/video.templafy.com\/attachment\/64968567\/102084772\/e04c1e77913dada9e2c920666b4ee201\/video_1080p\/ms-build-future-vision-of-7-video.mp4?download=ms-build-future-vision-of.mp4\"><\/video><\/figure>\n\n\n\n<section id=\"\" class=\"wp-block-templafy-blocks-colored-section alignfull grid sm:grid-cols-2 md:grid-cols-24 gap-[20px] md:gap-[10px] lg:gap-[20px] xl:gap-[30px] px-5 md:px-5 xl:px-5 2xl:px-12 colored-section\" data-bg-color=\"#fafdf6\">\n<div class=\"wp-block-templafy-blocks-benefits col-span-24 col-start-1 grid grid-cols-subgrid\">\n<div class=\"wp-block-columns benefits-container is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex col-span-24 col-start-1 grid grid-cols-subgrid\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow col-span-9 col-start-1\">\n<p class=\"has-label-s-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--1-25)\">Templafy x Microsoft<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-h-4-font-size\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-2-color\">Why Templafy and Copilot for Office 365 are a perfect match<\/mark><\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column text-container is-layout-flow wp-block-column-is-layout-flow col-span-14 col-start-11\">\n<p class=\"has-body-m-regular-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--1-8)\">Copilot for Office 365 allows employees to automatically gather all the information needed to solve a task in one place through a user-friendly experience and further conduct tasks based on that information. Document creation is a big part of the work that knowledge workers do, and this is where Templafy co mes into play.<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--1-8)\">Templafy ensures that all documents follow the company&#8217;s document standards, including brand and legal compliance. It also allows companies to control the rules-based data that needs to be 100% accurate in every business-critical document, while Copilot automates context driven information conducted by the employee.<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--1-8)\">Together we allow companies to get the best of both worlds, compliance and productivity, while maximizing the ROI of generative AI.&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<section id=\"\" class=\"wp-block-templafy-blocks-colored-section alignfull grid sm:grid-cols-2 md:grid-cols-24 gap-[20px] md:gap-[10px] lg:gap-[20px] xl:gap-[30px] px-5 md:px-5 xl:px-5 2xl:px-12 colored-section px-8 xl:px-8\" data-bg-color=\"#fafdf6\">\n<div class=\"wp-block-columns alignfull is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex col-span-24 col-start-1 grid grid-cols-subgrid\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow col-span-9 col-start-1\">\n<h2 class=\"wp-block-heading has-h-3-font-size\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-2-color\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-2-color\">Conclusion<\/mark><\/mark><\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow col-span-14 col-start-11\">\n<p class=\"has-body-m-regular-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--1-8)\">To learn more about our M365 Microsoft Copilot integration take a look&nbsp;<a href=\"https:\/\/www.templafy.com\/microsoft-teams\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>here<\/strong>,<\/a>&nbsp;and for more information on this topic check out&nbsp;<a href=\"http:\/\/partner.microsoft.com\/en-US\/blog\/article\/microsoft-build-2024\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>this piece<\/strong><\/a>&nbsp;from&nbsp;<strong><a href=\"https:\/\/partner.microsoft.com\/en-us\/blog\/author\/srini%C2%A0raghavan\" target=\"_blank\" rel=\"noreferrer noopener\">Srini Raghavan,<\/a>&nbsp;<a href=\"https:\/\/partner.microsoft.com\/en-us\/blog\/author\/srini%C2%A0raghavan\" target=\"_blank\" rel=\"noreferrer noopener\">Vice President, Microsoft Teams Ecosystem.<\/a><\/strong>&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"has-body-m-regular-font-size\">Ready to explore Templafy\u2019s platform?<\/p>\n\n\n\n<div class=\"wp-block-group social-icons-container is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<p class=\"has-label-s-font-size\">SHARE<\/p>\n\n\n\n<ul class=\"wp-block-social-links is-layout-flex wp-block-social-links-is-layout-flex\"><a target=\"_blank\" href=\"https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/www.templafy.com\/wp-json\/wp\/v2\/posts\/43164\" class=\"wp-block-social-link-anchor\"><li class=\"wp-social-link wp-social-link-linkedin \" 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stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t<path class=\"arrow\" d=\"M29.5 21L12 21\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\"\/>\n\t\t\t\t\t\t<circle cx=\"21\" cy=\"21\" r=\"20.5\" stroke=\"currentColor\"\/>\n\t\t\t\t\t <\/svg><\/div>\n                            <\/a>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"related-article-item bg-gray-5 flex-1 rounded-[20px] \">\n                        <div>\n                            <img decoding=\"async\" loading=\"lazy\" class=\"rounded-t-[20px] w-full max-h-60 min-h-60 object-cover\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2026\/03\/Best-ai-presentation-generator-2-scaled.png\" alt=\"Related Image\">                        <\/div>\n\n                        <div class=\"p-6 flex flex-col gap-5 is-style-arrow-right\">\n                            <p 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Then you\u00a0already know\u00a0why AI presentation tools\u00a0are one of the\u00a0fastest growing\u00a0categories in workplace tech.\u00a0In this\u00a0guide, we compare the most popular AI presentation generators\u00a0for enterprise readiness, so\u00a0you can find tools that truly work for business.                            <\/p>\n                            <a type=\"button\" href=\"https:\/\/www.templafy.com\/best-ai-presentation-generator\/\" class=\"flex items-center gap-2\">\n                                <p class=\"has-b-s-regular-font-size\">Read more<\/p>\n                                <div class=\"related-case-button\"><svg class=\"inline-block\" width=\"42\" height=\"42\" viewBox=\"0 0 43 43\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t<path class=\"arrow\" d=\"M23.6666 14L30.6666 21L23.6666 28\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t<path class=\"arrow\" d=\"M29.5 21L12 21\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\"\/>\n\t\t\t\t\t\t<circle cx=\"21\" cy=\"21\" r=\"20.5\" stroke=\"currentColor\"\/>\n\t\t\t\t\t <\/svg><\/div>\n                            <\/a>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"related-article-item bg-gray-5 flex-1 rounded-[20px] \">\n                        <div>\n                            <img decoding=\"async\" loading=\"lazy\" class=\"rounded-t-[20px] w-full max-h-60 min-h-60 object-cover\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2026\/02\/Gartner-reprint_Blog-header_Feb-2026-scaled.png\" alt=\"Related Image\">                        <\/div>\n\n                        <div class=\"p-6 flex flex-col gap-5 is-style-arrow-right\">\n                            <p class=\"has-label-s-font-size\">\n                                BLOG                            <\/p>\n                            <h5 class=\"has-h-5-font-size\">\n                                Our Gartner report recap: How to think about AI in document management in 2026                            <\/h5>\n                            <div class=\"flex flex-row gap-4\">\n                                <p class=\"has-b-s-semibold-font-size\">\n                                    February, 2026                                <\/p>\n                                <p class=\"has-b-s-regular-font-size\">\n                                    4 min read                                <\/p>\n                            <\/div>\n                            <p class=\"has-b-xs-regular-font-size\">\n                                As generative and agentic AI\u00a0move\u00a0from pilots into daily use, organizations are being forced to confront a practical reality: AI only delivers value when it is grounded in structured, accessible, and well-governed content.\u00a0                            <\/p>\n                            <a type=\"button\" href=\"https:\/\/www.templafy.com\/how-to-think-about-ai-in-document-management-in-2026\/\" class=\"flex items-center gap-2\">\n                                <p class=\"has-b-s-regular-font-size\">Read more<\/p>\n                                <div class=\"related-case-button\"><svg class=\"inline-block\" width=\"42\" height=\"42\" viewBox=\"0 0 43 43\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t<path class=\"arrow\" d=\"M23.6666 14L30.6666 21L23.6666 28\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t<path class=\"arrow\" d=\"M29.5 21L12 21\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\"\/>\n\t\t\t\t\t\t<circle cx=\"21\" cy=\"21\" r=\"20.5\" stroke=\"currentColor\"\/>\n\t\t\t\t\t <\/svg><\/div>\n                            <\/a>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n        <\/div>\n\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Earlier this year, we released our first Copilot integration; the next stage in our work together to discover and create the best solutions for large enterprise organizations when it comes to document generation. <\/p>\n","protected":false},"author":7,"featured_media":52857,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[105,108,14],"tags":[110,119,23],"featured_type":[],"class_list":["post-43164","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-integration","category-product-updates","tag-ai","tag-integration","tag-product-updates"],"acf":{"header_mode":"light","footer_mode":"dark","book_a_demo_mode":"dark","exclude_from_search_results":false,"featured_lottie":"","is_full_width":false,"featured_width":"","post_label":"","post_author":"Oskar Konstantyner"},"_links":{"self":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/posts\/43164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/comments?post=43164"}],"version-history":[{"count":33,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/posts\/43164\/revisions"}],"predecessor-version":[{"id":66634,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/posts\/43164\/revisions\/66634"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/media\/52857"}],"wp:attachment":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/media?parent=43164"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/categories?post=43164"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/tags?post=43164"},{"taxonomy":"featured_type","embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/featured_type?post=43164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}