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Deleted's avatar
Deleted
Jun 19, 2017
Solved

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.   ...
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  • AndrewWarland's avatar
    AndrewWarland
    Jun 19, 2017

    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).

     

AndrewWarland's avatar
AndrewWarland
Iron Contributor
Jun 19, 2017

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).

 

  • Simon_Webster's avatar
    Simon_Webster
    Copper Contributor
    Jun 05, 2018

    We are not huge fans of word on line - the editing is not always WYSIWYG... Our workaround has been to create a series of branded templates and save them to SharePoint. Users sync the relevant library and then point to that location as their default template location in Word. We have 20 standard documents that everyone uses and that we now only have to update once, centrally... It's an offline solution but it works well for us as our users have word locally....

  • Deleted's avatar
    Deleted
    Jun 21, 2017

    Thanks, will discuss with communications team. I think it is doable and something that can be added to our instructions as part of a launch.

     

    Cheers!

    • Areeb Hyder's avatar
      Areeb Hyder
      Copper Contributor
      Mar 07, 2018

      Did it end up working for you?

    • Tom Jamed's avatar
      Tom Jamed
      Brass Contributor
      Jun 22, 2017

      Hey James,

       

      If you're using SharePoint you can also add Document Templates to Content Types. May be another way around this if your content is going to end up in SharePoint anyway.

       

      Thanks,

      Tom

       

      • PhiL_Marcisz's avatar
        PhiL_Marcisz
        Copper Contributor
        Dec 06, 2018

        Hey Tom

         

        do you work with the new Sharepoint? Do you know something like this is possible:
         

        • add several company templates (potx, dotx, ...) 
        • make sure people find them (on a modern page > by adding the 'document library' functionality)
        • user clicks a file so it opens in Powerpoint, Word, Excel (as a new document)
        • make sure they don't save their creation in this document library with the company templates

        More or less the most basic form of template management ;-). But:

         

        • I can upload template files into a new modern library
        • but I can't 'see them' when i integrate the document library web part
        • if I click the standard Powerpoint-template ... my file saves itself inside the document library.

        So basically: make a nice page with company templates in a visual way (present them as tiles or so) > people click > program opens > make something > store somewhere. 

         

        Thanks for your info.

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