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Templates Manager for Microsoft SharePoint

Give the templates users need – from the whole organization

Templates Manager logotypeMost 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.

Word 2013 icon          PowerPoint 2013 icon          Excel2013 icon

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.
  1. Click on the Templates Manager button in the command bar or ribbon in a SharePoint library.

    Select template button
  2. A page or dialog with all templates you have access to will open.
  3. Use the search fields and the preview pane to find the right template.
  4. 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.
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