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.
Two roles, Publisher and User
Templates Manager has two features that should be
activated on site level: Publisher and User.
The User feature may instead be added with a SharePoint
add-in. When the
add-in is installed, Templates Manager User works
with the new SharePoint experience interface and with Office
The Publisher feature gives the Templates Manager
settings and publishing tool, while the User feature gives
access to the templates search tool and to using templates
to create new documents.
Upload the template (any document that has the right background,
header and footer, font, colors and so on) to the Templates
library. This library is created by Templates Manager
Publisher and can serve the whole SharePoint farm or
tenant. Currently it only has the classic SharePoint experience
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
Under 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 fetch templates
from this library. (This setting is prompted the first time
Templates Manager User is used on a site.)
When Templates Manager User has been added to a site,
users can search or browse among the available templates
from each document library in that site.
The templates are grouped by category and described in pop-up
windows. Icons show what kind of document the template is
Set metadata and use template
When a user clicks on a template, it will be copied to the
document library and the Properties dialog will open. This
way it is easy for users to fill out name, title and other
metadata. After that the document opens in edit mode.
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.