organizations use templates for different kinds of documents.
When there are many templates it may be difficult for users
to find the correct template. Template distribution is often
a problem, and without a good management system the administration
will be troublesome.
The kalmstrom.com Templates Manager makes it possible
to distribute Office templates to the whole SharePoint farm,
and the Search feature makes it easy for users to find the
template they need.
Templates Manager supports templates for Word, Excel
and PowerPoint documents.
Templates Manager is a Sandboxed SharePoint Solution.
It is uploaded to the root site of a SharePoint site collection
and activated there and on each site in the collection where
it should be used.
Two roles, Publisher and User
Templates Manager has two fetures to activate on
site level: Publisher and User. The Publisher activation
gives the Templates Manager settings and publishing
tool, while the User activation gives access to the templates
when opening a library and creating a new document.
When Templates Manager User has been activated on
a site and you click on "New" in a SharePoint library, you
will not see the standard dialog. Instead the Template Search
will open, and you can start writing in a search word or
Templates Manager has instant seach, so when you write
more in the search field the hits will be more exact. In
the image below only "ca" has been entered.
You can also browse among the templates. They are grouped
by category and described in pop-up windows. Icons show
what kind of document the template is intended for.
Set metadata and use template
When you click on the template you wish to use, it will
be copied to the document library where you clicked on "New".
The Properties dialog of this copy will open automatically,
so that you can fill out name, title and other metadata.
Click OK to the dialog, and then you can start working with
Client for desktop Office
Users who prefer to work in the PC and not in the browser
can install Templates Manager
Client and use the SharePoint templates with their
desktop Excel, PowerPoint and Word.
One of the many advantages with SharePoint is that you don't
have to create a real template. You can use any document
of the same type that have the background, header and footer,
font, colors and so on that you wish to use in new documents.
Upload thel files that you want to use as templates to the
new templates library, which is created by Templates
Manager Publisher and can serve the whole SharePoint
farm or tenant.
When a file is uploaded, open the properties to enter a
template title and description and select a category in
a dropdown. These categories are fetched from the settings,
where you can write or paste in the categories you wish
the LIBRARY tab in the Templates library, Templates
Manager adds a new ribbon button, "Publish Templates".
Use this button to publish changes in the templates library
to all sites in the SharePoint farm that have selected to
fetch templates from this library. (This selection is done
when Templates Manager User has been activated.)