Forum Discussion
Word online Templates
Hi All, My internal communications team would like to add our own branded templates to Office365 so that when you click on the word online tile you are presented with our corporate templates. ...
You can get around this by uploading template documents (not dotx or dotm, but docx*) to an accessible 'brand' library and then asking users to open and then 'save as' from there. Making the library read-only will limit the potential for accidential change to the document.
*If you use 'dotx' or 'docm' the 'Edit in Browser' option is not available (at least in our tenant).
we have a central SharePoint template library and all users sync that library to their local machine and have Word point to that folder as personal templates. I m guessing that will work in other office programs
Hey Simon, thanks for the info!
Did you follow a 'best practice/how to' on this? Could be me ... but it seems like a simple thing that (certainly for the new experience) lacks a good instruction. Helpful links are always welcome ;-).
Sadly it's one I worked out myself in house - although I note another contributor suggested much the same thing.... The process I used was:
- Create New SharePoint Library - call it group templates or whatever
- Upload the required templates to library
- Give all users read only access to that library
- Send link to all users instructing them to sync that library to their PC's (which they do from SharePoint)
- Open file explorer on local machine and locate the newly synced folder
- Select that folder
- Click in address bar at top of explorer window to see the full file path
- Select all and copy path to clipboard
- Open Word
- Click on file/ options/ save
- Paste the path from clipboard to the field "default peronal templates location"
- Click OK and close Word
- Open Word
- Click on new then personal and all the templates should now be available
- Whenever templates are updated, new ones added or deleted everyone is seamlessly updated.
- My guess is that's its the same in Excel and Powerpoint
- Thanks Simon. Just one extra question: did you do it this way in Sharepoint or Sharepoint online?
We have an enterprise 365 subscription and until your question prompted a quick google search I did not know there were two offerings - bless MS for keeping it simple. However, my understanding is that the necessary file sharing/ sync capabilities are central to the structure of both so as long as your users all have access the outlined methodology should work. I'd set up one template in a library and get a user to see if they can connect as described....