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Templates manager overview

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Page 1: Templates manager overview

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

Templates Manager ‒ Introduction

www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Page 2: Templates manager overview

www.kalmstrom.com

Templates Manager Publisher –Templates Library

The Templates Manager Publisher buttons.

Templates Manager works with all editions of SharePoint 2010 and above.

Templates for Word, Excel and PowerPoint documents.

Page 3: Templates manager overview

Templates Manager Publisher ‒ Administration

www.kalmstrom.com

Update Changes

Write or paste your own template categories

here

Templates Manager works with all editions of SharePoint 2010 and above.

Clean-up Templates Manager before

deactivation

Page 4: Templates manager overview

Templates Manager User ‒ find a template

Create a new document

Instant search of templates

Hover the mouse over a template to see its

description.

www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Filter templates by document type

Page 5: Templates manager overview

The template has been copied to the document library where you clicked on "New”, 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.

Templates Manager User ‒ work in the browser

www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Page 6: Templates manager overview

The Templates Manager ribbon group in the Office desktop applications

Connect to SharePoint the first time.

Templates Manager User ‒ work in the PC

www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.

Page 7: Templates manager overview

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!

Templates Manager ‒ learn more!

www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.