{"id":5136,"date":"2024-08-07T14:30:58","date_gmt":"2024-08-07T21:30:58","guid":{"rendered":"https:\/\/SUMMALAI.COM\/?p=5136"},"modified":"2024-08-07T14:31:00","modified_gmt":"2024-08-07T21:31:00","slug":"how-to-add-company-templates-for-all-users-on-microsoft-365","status":"publish","type":"post","link":"https:\/\/SUMMALAI.COM\/?p=5136","title":{"rendered":"How to Add Company Templates for All Users on Microsoft 365"},"content":{"rendered":"\n

Create a SharePoint site. We have no need for an M365 group and we only want a few editors but all users must have read rights. With this as a background, I usually prefer to create a Communication site.<\/p>\n\n\n\n

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Give the site an intuitive and logical name. (If you have a naming standard, you must of course follow it when you set up the site.)<\/p>\n\n\n\n

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Creating the site is as easy as usual. Now we just need to configure and customize it.<\/p>\n\n\n\n

The Document libraries<\/h3>\n\n\n\n

I prefer to create two new document libraries instead of using the default document library belonging to the site. In this way, it becomes easier with clear names for the two document libraries that we need for this solution.<\/p>\n\n\n\n

We start by creating the document library that will contain the Office templates<\/h4>\n\n\n\n

Click on the Gear and select Site Contents<\/p>\n\n\n\n

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Click on \u201cNew\u201d and select \u201cDocument library\u201d.<\/p>\n\n\n\n

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I\u2019m so old fashioned so I don\u2019t like when there are spaces in the urls. Therefore, I first write the name of the document library in one word. After entering the name, click \u201cCreate\u201d<\/p>\n\n\n\n

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Now the document library is established but the name is not so beautiful when it is written together, therefore we change it easily in this way.<\/p>\n\n\n\n

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Now the name looks as it should.<\/p>\n\n\n\n

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The Picture Library<\/h4>\n\n\n\n

Now we continue to create the document library that will contain the \u201creusable pictures\u201d. Click on the Gear and select \u201cSite Contents\u201d.<\/p>\n\n\n\n

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Click on \u201cNew\u201d and select \u201cDocument library\u201d.<\/p>\n\n\n\n

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Do the same maneuver here as before. Write the name together so that you avoid urls with spaces (or obscure characters as a substitute for spaces).<\/p>\n\n\n\n

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And change the display name like this.<\/p>\n\n\n\n

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Now you have a correct display name.<\/p>\n\n\n\n

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Simplify the top navigation of the site<\/h3>\n\n\n\n

As you can see, the menu shows more information than is necessary. Therefore, it can be smart to hide the menu items that are not relevant to the use of the site.<\/p>\n\n\n\n

Click Edit in the top navigation. Then delete the menu items that should not be displayed. Click \u201cSave\u201d when you are done with this.<\/p>\n\n\n\n

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Now the menu contains what it needs to contain. The simple is usually the best.<\/p>\n\n\n\n

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Upload the image or images you want to use for the document libraries<\/h3>\n\n\n\n

Go to your image library and upload the image that you want to use as \u201cThumbnailURL\u201d. (The image that you want to appear in the card\u2019s background in the \u201cfile picker\u201d)<\/p>\n\n\n\n

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Now the image (or images) is in place.<\/p>\n\n\n\n

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Customize the start page<\/h3>\n\n\n\n

The simpler you build a solution and the more clear information and instructions you put on the start page, the easier it will be for those who will use the solution to maintain, administer and make your company\u2019s internal Office templates available to your users. Hopefully it also makes it easier for you as this minimizes the need for you to have to assist them afterwards. That\u2019s why it\u2019s smart to customize the look and content of the home page<\/p>\n\n\n\n

Go to the SharePoint site\u2019s home page and click Edit. Customize the page with the web parts and the text(s) you wish to appear there. Write a text about how this site works, which file formats represent Office templates for Word, PowerPoint and Excel. Please also add information about who is the contact person and responsible for your company\u2019s Office templates so that users know who to contact if they are missing something or discover an error in one of the templates. When you are satisfied, save\/publish the page.<\/p>\n\n\n\n

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Configure the site\u2019s access rights<\/h3>\n\n\n\n

All users in the organization must have read rights to the site, therefore you should add \u201cEveryone except external users\u201d to the site\u2019s Visitors group. In the site\u2019s Members group, you add the people who should be responsible for your templates and be able to upload and structure them.<\/p>\n\n\n\n

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Upload templates to the Office template library<\/h3>\n\n\n\n

This is the easiest of all. Once you\u2019ve created some Office templates and know where they\u2019re stored, just upload them to the template library in \u201cthe usual SharePoint way\u201d.<\/p>\n\n\n\n

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Now the SharePoint site is created and configured correctly. We have set up the necessary (and correct) rights. Some \u201creal\u201d document templates are in place. Now we just need to run some PowerShell to make the templates available to the users. But before that, you first need to copy some urls that you will use when customizing your PowerShell script.<\/p>\n\n\n\n

Copy relevant urls<\/h3>\n\n\n\n

Please note that the addresses below are examples only. You must copy the corresponding addresses from the site you have set up.<\/p>\n\n\n\n