Forum Discussion
Sharing OneDrive Folder or SharePoint Folder with OneDrive for Business
Yes, I have it set up now and it looks to be working. I am also looking into whether there is a reason for that OneDrive setting.
So, to recap, the reason my OneDrive and SharePoint folders were not syncing even though I was getting the "Sync this library to your device for easy access" dialog was because my browser wasn't showing me a popup that asks whether I want to open the OneDrive app on my computer or not. Once I unlinked my computer and relinked it to the OneDrive app and tried the sync again, the popup appeared and I was able to sync.
Further to that, the use of a shared OneDrive folder in this situation was not an ideal solution. The better solution was to share a folder created in a Classic SharePoint Site where I can control the access level for members.
Thank you so much to Salvatore Biscari, Deleted, jcgonzalezmartin, and Laurent Lee A Sioe for the help!
I am adding another reply here some months later because I have received e-mails asking for further details on how to get the templates into Word itself after this system is set up. If anyone else reads through this thread and would like to know those details, here they are.
To get the templates to appear for each user, the following needs to happen:
1. The user needs to navigate to the SharePoint site, look in the Documents area for the folder that holds the templates, and then sync that folder to their OneDrive.
2. The user then needs to ensure that the templates have downloaded onto their computer. (I have had issues where some computers only download the OneDrive files as needed and so they won't appear in Word when the workgroup templates are set up. If you have that issue, this might help: https://www.laptopmag.com/articles/onedrive-offline-files)
3. The user then needs to set up the OneDrive folder location on their computer as the Workgroup Templates location within Word. (https://www.dummies.com/programming/networking/using-workgroup-templates-across-network/) I believe if you set it up in Word, it will automatically work in Excel, PowerPoint etc.
4. The user then also needs to set the folder location as a trusted location in the Trust Center. (https://support.office.com/en-us/article/add-remove-or-change-a-trusted-location-7ee1cdc2-483e-4cbb-... If you have subfolders within the template folder, then there's a little tick box for including subfolders in the trusted location.)
Once all that has been done, usually best to shut Word down, start it up again, and then look in the templates to see if it has worked. If you can't immediately see them under "New," then look for a tab which says "Custom" and they might be under there.
Thanks Jessica Kavanagh for sharing your experience and the process to share Word templates on SharePoint.
We have the same needs and I will try the steps you have posted here.
