Templates Manager ‒ Introduction

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Presentation transcript:

Templates Manager ‒ Introduction Templates Manager for SharePoint solves two common problems: Searching among different kinds of document templates to find the right one can be both time consuming and frustrating. Admins have no good way to distribute templates to the whole SharePoint farm or tenant. Templates Manager makes it possible to distribute Office templates to the whole organization by just clicking on a button, and the Instant Search and the categorization make it easy for users to quickly find the template they need. Templates Manager Client lets users work in their desktop Office applications with templates fetched from SharePoint. Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Templates Manager Publisher –Templates Library The Templates Manager Publisher buttons. Templates for Word, Excel and PowerPoint documents. www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Templates Manager Publisher ‒ Administration Update Changes Write or paste your own template categories here Clean-up Templates Manager before deactivation www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Templates Manager User ‒ find a template The templates are displayed either when you click on the ‘Select Template’ button or when you click on the ‘New’ button, depending on how the User features are added to the site. Instant search of templates Filter templates by document type Hover the mouse over a template to see its description www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Templates Manager User ‒ work in the browser The template has been copied to the document library, and the Properties dialog will open. Now you can directly give the document a proper name and title. Start working with the document with the correct formatting, metadata and everything else that is pre-defined in the template. www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Templates Manager Client ‒ work in the PC The Templates Manager ribbon group in the Office desktop applications Connect to SharePoint the first time. www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Templates Manager ‒ learn more! Thank you for watching this slide show! You are welcome to download the full version of Templates Manager and try it for 30 days without any obligations. Visit the kalmstrom.com website to learn more! www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.