Forum Discussion
Company Word templates available for anyone in the organization
- Nov 05, 2020
Bonevoyage Have you tried to store your template in an Organisation assets library?
The templates will be available on the Office Clients (Word, Excel, PowerPoint)
https://docs.microsoft.com/en-us/sharepoint/organization-assets-library
Bonevoyage Have you tried to store your template in an Organisation assets library?
The templates will be available on the Office Clients (Word, Excel, PowerPoint)
https://docs.microsoft.com/en-us/sharepoint/organization-assets-library
- JohnDayQAAug 10, 2021Brass Contributor
I can confirm that this works with any license that includes Office applications. I have distributed our templates to Business Standard licensed users. It is in fact part of your SharePoint Online subscription so no additional costs. They can access the templates from Office Dekstop and Office online inclusing Mobile apps.
- vangelis-agileactorsMay 17, 2023Copper ContributorNot really the case, as also mentioned below... Word Online and Office E1 in general won't support this... Microsoft, why you're making this so hard for us?
- Georgeina BakerFeb 20, 2023Iron Contributor
JohnDayQA Your answer got me quite excited - making Word/Excel /PowerPoint templates availabel to all our users is just what we'd like to do!
However, I read on the MS documentation about org assets that "The org assets library is not available in Word on the web or Excel on the web".For clarity - do you mean "a user can open Word Online, and see the Word templates", please? Or something else.
Note: I'm not a technician but if you speak slowly, understand pretty well.- JohnDayQADec 21, 2023Brass Contributor
Georgeina Baker
This was explained and demonstrated in my YouTube video.
Link: https://www.youtube.com/watch?v=Nn8vDwT5QZA&t=54s
- BonevoyageNov 08, 2020Copper Contributor
The SharePoint Organisation assets library is the way to go for our company. We do have the Office 365 license model needed to use this feature. Already implemented, the first Word templates in DOTX format are visible and useable from within Word O365.
It even becomes better since no additional GPO settings for MS-Word are required to enable this feature. It works out of the box. All company users can find the company Word templates needed even when working in Timbuktu.
All company Word template documents, saved in DOTX format, and stored into the Organisation assets library can be found in: MS Word -> File -> New -> <Your company name>
Automation:
With classic Word templates stored on a company network file share, VBA code can be used to create document automation. With this new SharePoint Organisation assets library approach, MS_Word QuickParts can be used. I've not been able to find a good article how to get the most out of QuickParts and the SharePoint Organisation assets library (OAL) automation in combination with MS-Word QuickParts.
Filling in the Author QuickPart field is one of the simplest, and works fine when opening a Word template from the OAL. When a user who starts this template, the Author QuickPart is replaced with the current username into this new document. This is the first step into document automation.
How to use the QuickPart in depth to benefit of the most, and where the source data for QuickParts is actually coming from is a puzzle I'm still working on, and trying to find the correct answers.
Still going on:
All projects like this always take time to find out what is the best method to use a new feature. In my opinion when implementing a solution like this, the goal must be to keep it simple from end-user perspective and manageable for system administrators.
I've not found all the answers yet, but a good start has been made.
Thanks for the suggestions posted here, that helped me a good deal.
When some of you have more technical information, weblinks or usefull webinars how to get the most out of QuickParts in combination with OAL, and how they work in depth, you can post your answer.
Thanks in advance for all you help.
Greetings, Fred