Category: Microsoft Word

Make your Office templates available to all users

Most companies and organizations have a good ambition that everyone should use the company’s standardized Office templates. The templates must follow the correct graphic profile and have the correct outline. Unfortunately, few companies and organizations succeed in this.

Wrong file types

A common misunderstanding is that an Office template is a “Reusable Office file” with the file extension .docx .xlsx or .pptx that you copy and change. Nothing could be more wrong.

“Real” Office templates have the following file extensions:

  • Word = .dotx
  • Excel = .xltx
  • PowerPoint = .potx

Stored in the wrong place

Sometimes the templates are on a file server, hopefully, the templates are at least stored somewhere on the company’s Microsoft 365 tenant (sometimes in a document library in SharePoint, sometimes they are even in a Team or spread across several Teams and channels.)

Sometimes you might even have your Office templates stored in an external solution that users have to log into and download the templates from. This often means that you miss when a new version has arrived and you continue, blissfully unaware, to work with your locally stored downloaded outdated templates.

Wrong Access rights

An interesting detail is that when you store these “Reusable Office files” (that are not valid template formats), in an area where most users have editor rights, it is guaranteed that sooner or later someone has been inside and changed one or more of these files.

A good way to avoid these problems is to create “real” Office templates and store them in an area where only a few people have editor rights while all employees have read rights.

But is there an easy way to make these templates available to all users directly from Word, Excel and PowerPoint? The answer is a resounding YES! Keep reading to find out how.

Continue reading “Make your Office templates available to all users”

Easy use of Office Document templates in Microsoft Teams

I think most of us, at some point, have missed the opportunity to add and use document templates in Microsoft Teams. It would have been great if, in “Files”, you could just click “New” and then choose an Office template that you want to start from when creating a new document.

1

For those of you who lacked this functionality, I can inform you that there is a solution for this. Continue reading “Easy use of Office Document templates in Microsoft Teams”