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Office Business Templates

Anonymous
2018-08-24T12:21:34+00:00

Hi,

We want to create and manage templates for our business from a centralised source. At the moment, we're all doing the typical "copy the last report I made", which eventually leads to everyone developing their own slightly personalized versions of our reports, forms, etc.. This prevents any form of collaborative and uniform progress and development.

The "featured" templates within Office is totally useless. No, I don't want our employees to pick up some random template, strangely enough. All documents produced by us should contain our logo, our fonts, our design.

  1. I want to force, or at least lead employees into having simple access to our documents, and preferably remove the "featured" tab alltogether.
  2. I want to be able to control and manage which templates are available from a centralized source. Meaning: if you're logged in as ******@mycompany.com.

I've been searching for a simple solution to this, but I can't find any. How can I do this?

We're using Office 365 Business Premium and Sharepoint/OneDrive to manage our files and folders.

Best regards,

Microsoft 365 and Office | Word | For home | Windows

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  1. Anonymous
    2018-08-24T19:00:52+00:00

    Diane has give you excellent advice.

    Take a look at WorkGroup Templates.

    http://www.addbalance.com/word/workgrouptemplat...

    http://www.addbalance.com/usersguide/templates....


    The links are to pages on my website. It is safe. I am providing them because I think those pages contain information that will help you. However, as an Independent Advisor I am required to add the following when posting here with a link to any non-Microsoft site:


    Note: This is a non-Microsoft website. The page appears to be providing accurate, safe information. Watch out for ads on the site that may advertise products frequently classified as a PUP (Potentially Unwanted Products). Thoroughly research any product advertised on the site before you decide to download and install it.


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  1. Anonymous
    2018-08-29T02:55:32+00:00

    Hi Tormod,

    The solutions above are for local locations and network locations. As you mentioned that you are using Office 365 Business Premium and SharePoint/OneDrive to manage files and folders, the solution to use Content Type below is for SharePoint Online locations.

    1. Go to Site Settings>Site Content Types>Create
    2. Insert Name and Description.
    3. Select parent content type from: Document Content Types.
    4. Set Parent Content Type as Document.
    5. Put this site content type into: Existing group (then select one) or New Group (for example: Custom Content Types).

     

    1. Click OK.
    2. Go to Site settings>Site Content Types, find the created content type, and click it.
    3. Go to Advanced Settings.
    4. Upload a new document template>Browse>Select the form that users use to fill in personal information.
    5. Click OK.
    6. Go to the document library where you want to save the documents> library settings> Advanced settings > Content types > Allow management of content types > Yes.
    7. Go back to Library settings > you can see the content types section under it.
    8. Click “Add from existing site content types” > select the new created content type > Add > OK.
    9. Go back to the document library where you want to save the documents > New > you can see the template file there.

     

    In this way, the default file will not be edited by users. Each user can create the file from this sample file. And the files stored in SharePoint Online locations can support co-authoring features which is benefit for collaboration purpose.

    Thanks,

    Rena

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  2. Anonymous
    2018-08-24T12:51:03+00:00

    >>I really don't mean to be disgrateful.

    No offense taken. It *is* frustrating when it doesn't work the way you think it should or the way your logic says it should. Office, especially Outlook, can bring out the worst in people so I'm used to it. :)

    >>

    need to change the registery for each user/computer, which isn't really

    a job I'm prepared to do (our employees are located all around, not in one single easy accessible location).

    >>

    Group policy or login scripts make short work of it - if you don't log into the network, provide them with the registry file to run. Even if it was enabled as an option, someone would need to change it - group policy handles that easily.

    >>

    Changing to the "personal" template folder isn't enough. I need to change to the "company" template folder.

    >>

    In my opinion, they are the same. :)

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  3. Anonymous
    2018-08-24T12:41:43+00:00

    Thanks for the info. Though this workaround may prove useful, I'm surprised this isn't a built-in feature in Office. I can't really understand the logic here. I guess this means that I need to change the registery for each user/computer, which isn't really a job I'm prepared to do (our employees are located all around, not in one single easy accessible location). 

    Changing to the "personal" template folder isn't enough. I need to change to the "company" template folder. Though there are workarounds here as well, creating such folders on our company drive and linking to it is also a very fragile solution. 

    I'm honestly baffled and shocked how this isn't thought of and implemented as a main feature within Office 2016.

    Please tell me which company who wouldn't benefit by such a feature? :S

    (I really don't mean to be disgrateful. Thanks a lot for the help and advice Diane, I'm just a bit frustrated... Is there really no "non-workaround" solution to this issue?)

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  4. Anonymous
    2018-08-24T12:29:30+00:00

    You can start the apps in the user template section using group policy or a registry key. I have instructions and the key here for office 2016: https://www.poremsky.com/office/use-office-2013...

    You can also set the location of the user templates using policy.


    The link I posted above is to my personal site and is safe to use, however, I am required to add the following disclaimer when posting on this forum:

    Note: This is a non-Microsoft website. The page appears to be providing accurate, safe information. Watch out for ads on the site that may advertise products frequently classified as a PUP (Potentially Unwanted Products). Thoroughly research any product advertised on the site before you decide to download and install it.


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