Give the templates users need – from the whole organization
Most
organizations use templates for different kinds of documents.
When there are many templates, it may be difficult for users
to find the correct template for each occasion.
Another issue is the difficulty to distribute templates
across the farm or tenant, so that each user gets the templates
he or she needs but nothing more.
Templates Manager adds a button to all document libraries
in the site where it is installed. When a user clicks on
the button, the user will see all templates that he or she
has access to – from the whole farm or tenant, not only
from the current site.
Office files
Templates Manager supports templates for Word, Excel
and PowerPoint documents. These can be either template files
or standard .docx, .xlsx or .pptx files.
Standard SharePoint featurs
Templates Manager builds on standard SharePoint document
libraries, the SharePoint search crawler and standard SharePoint
permissions.
The templates are are uploaded to document libraries, and
by using different libraries with different permissions,
you can easily direct relevant templates to all users.
The search feature in SharePoint makes sure that people
who have access to a templates library will get the templates
in it when they click on the Templates Manager button
in any document library in the farm or tenant.
Use Templates Manager
Templates Manager is easy to understand. and use.
Click on the Templates Manager button in
the command bar or ribbon in a SharePoint library.
A page or dialog with all templates you have access
to will open.
Use the search fields and the preview pane to find
the right template.
Click on the 'Create a document' button to open
the template and start working with it.
Select installation method
Templates Manager comes in three
editions with different installation
methods. All are included in the subscription, and all have
the same features and version numbers.
