you can download the Templates Manager client add-in,
that works with the desktop versions of Excel, Word and
PowerPoint. When the client is installed, you can work with
the Templates Manager templates in your PC.
Templates Manager Client adds a ribbon group to Excel,
PowerPoint and Word. The ribbon group has buttons for template
selection and SharePoint settings.
The installation can be performed centrally
via Active Directory, but below are the steps for a
Install on the PC
Download the Templates Manager Client ZIP
file to any location on your PC.
Extract the ZIP file, so that you get the file TMClientSetup.msi.
Run TMClientSetup.msi. If you get a warning here,
click on More info and then Run anyway. All kalmstrom.com
installation files are digitally signed and thereby
secure to install.
Accept the license agreement.
By default Templates Manager Client is placed
under Program files, but you can change to another location
in next step.
Now the installation is automatic, but you might
have to allow the installation by answering Yes to the
Click on Finish when the installation is completed.
Connect to the SharePoint templates library
Open Excel, PowerPoint or Word in your PC.
A dialog will open. Enter the path and your log
in details to a SharePoint site and test the connection.
After successful connection, click OK.
Another dialog opens where you can specify which
templates library you want to use. For SharePoint 2013
and above all templates libraries in the site are shown
in a dropdown, where they can be selected.
This procedure only has to be performed once. Even if you
open another Office application next time, Templates
Manager Client will connect to the site and templates
library you have specified.
Click on the Select Template button in the Templates
Manager ribbon group to select a template for a new
document, presentation or workbook. Now Templates Manager
Client connects to the templates library you have defined
and shows all templates for the kind of Office application
you have open.
For example, if you click on the Select Template button
in PowerPoint, only PowerPoint templates will be shown even
if there are other kinds of Office templates in the library.
The first time you click on the Select Template button,
you have to once more enter your login details to the SharePoint
site. Check the Keep me signed in box if you want to avoid
logging in each time.
Search or browse among the templates just as you normally
do when you use Templates Manager in SharePoint.
When you click on a template, a copy will be downloaded
to your PC, and you are asked to specify where it should
be saved. Select location and click OK, and then you can
start working with the template!
You might need to allow pop-ups for
the download to work.
Download Templates Manager Client
Yes, I want to download the Templates Manager Client
.msi file that installs Templates Manager Client
on my PC.
Download Templates Manager Client as a .zip file
Yes, I want to download Templates Manager Client
as a .zip file, which I will extract to get the .msi file
that installs Templates Manager Client on my PC.