Assistance on validation

Question

Hi All,

I am using Microsoft 365 E5 with a Copilot license, and I am not very familiar with the Organization Assets Library. I followed the below article and uploaded Excel, Word, and PowerPoint templates:

https://learn.microsoft.com/en-us/sharepoint/organization-assets-library

I created three separate document libraries for Excel, Word, and PowerPoint, and uploaded the respective template files (.xltx, .dotx, and .potx).

To my knowledge, I have followed the correct approach. However, on the client side (from OWA, Copilot, Word, PowerPoint or Excel ), how can I validate whether the templates I uploaded are being fetched correctly? What are the ways to confirm that these templates are visible and working as expected?

Answer 1

Hi @Glenn Maxwell,

Welcome to the Microsoft Q&A forum.

Thank you for taking the time to share your setup in such detail, it’s very helpful.

To answer your main question: there are a few reliable ways to validate that the templates you uploaded are being detected and surfaced correctly on the client side.

Based on what you’ve described, your approach aligns well with Microsoft’s recommended configuration for the Organization Assets Library, including the use of separate libraries and the correct template file formats (.xltx, .dotx, .potx).

To address your main question, there are a few reliable ways to validate that the templates you uploaded are being correctly detected and made available to users. In general, validation can be done at two levels: confirming the SharePoint registration and confirming visibility in supported client applications.

1/ Confirm registration (server-side):

Start by running the Get-SPOOrgAssetsLibrary cmdlet to verify that each library is properly registered. The output should show OrgAssetType = OfficeTemplateLibrary, and the library URLs should be correct. At the same time, confirm that the uploaded template formats are supported (.xltx, .dotx, .potx).

2/ Confirm client visibility (supported clients):

Next, validate that the templates appear as expected in supported Office clients:

• In Word, Excel, or PowerPoint desktop apps, create a new file and look for the organization or company templates section. This requires Microsoft 365 Apps version 2002 or later.
• In PowerPoint on the web, templates will not appear directly under the New menu. Instead, users must go to the PowerPoint start page and select Office Template Library. Please note that users must be E3 or E5 licensed to see this view.

It’s also important to note that the Organization Assets Library does not surface templates in Word on the web or Excel on the web, so those clients are not suitable validation points.

Finally, allow up to 24 hours for templates to appear in desktop applications. Please also ensure that users have at least Read access to the root site and that no policies (such as the OnlineStorage registry key) are blocking access.

If you’re looking for a quick confidence check, running Get-SPOOrgAssetsLibrary is often the fastest signal. If the output is correct, any remaining issues are usually related to client prerequisites, such as app version, permissions, or policy settings, rather than how the templates were uploaded.

You may also want to consider posting your question in the Find Answers | Microsoft Power Platform Community.

This forum is dedicated to Power Platform topics and is supported by a knowledgeable community, including Microsoft experts and partners. By posting there, you may gain access to more specialized insights that could help identify a potential workaround more effectively.

I’m suggesting this because our Power Platform resources here are limited, and we want to avoid providing incomplete guidance. The Power Platform Community is better positioned to offer targeted assistance and also allows others to learn from your experience.

I hope these suggestions help clarify the validation process and support your workflow moving forward.

Wishing you a great day.

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Answer 2

The most reliable way to confirm the library is active is through the Word, Excel, or PowerPoint desktop apps (ensure you are on Version 2002 or later).

Open the app (e.g., Word) and select File > New.

Look for a tab next to "Featured" labeled with your Organization's Name.

Validation: If that tab appears and contains your files, the registration was successful.

Answer 3

To validate whether the templates you uploaded to the Organization Assets Library are being fetched correctly in Microsoft 365 applications like Word, PowerPoint, and Excel, you can follow these steps:

1. Accessing Templates in Office Apps:
   • In the desktop versions of Word, Excel, and PowerPoint, when you create a new document, you should see a tab for your organization where the uploaded templates will be listed. Ensure you are using Microsoft 365 Apps Version 2002 or later for the desktop apps.
   • For PowerPoint on the web, navigate to the PowerPoint start page and select Office Template Library to see if your templates are available there.
2. Check Permissions:
   • Ensure that the users accessing the templates have the necessary permissions to view the Organization Assets Library. This is crucial for visibility.
3. Wait for Propagation:
   • After uploading templates, it may take up to 24 hours for them to appear in the applications. If you have just uploaded them, give it some time and check back.
4. Testing Visibility:
   • Create a new document in Word, Excel, or PowerPoint and look for the organization tab. If the templates are correctly uploaded, they should be visible under this tab.
5. Using PowerShell for Verification:
   • You can also use PowerShell commands like Get-SPOOrgAssetsLibrary to check the status of your organization asset libraries and confirm that your templates are listed correctly.

By following these steps, you should be able to confirm that your templates are visible and functioning as expected in the Microsoft 365 environment.

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References:

• Create an organization assets library
• Accessing an organizational asset library in the Microsoft 365 Copilot app
• Validation guidelines for agents
• Use Microsoft PowerShell to specify a library as an organization assets library
• Microsoft 365 Copilot Library
• How Copilot Chat works with and without a Microsoft 365 Copilot license
• Decide which Copilot is right for you
• Data, Privacy, and Security for Microsoft 365 Copilot
• Content Delivery Networks (CDNs)
• Learn more about the Add-SPOOrgAssetsLibrary cmdlet
• Get-SPOOrgAssetsLibrary
• Set-SPOOrgAssetsLibrary
• Remove-SPOOrgAssetsLibrary
• Connect organizational asset libraries to Copilot for an on-brand experience
• How Copilot Chat works with and without a Microsoft 365 Copilot license
• Copilot in Microsoft 365 apps for home: your data and privacy