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Templates Manager for SharePoint

Most organizations use templates for different kinds of documents. When there are many templates it may be difficult for users to find the correct template. Template distribution is often a problem, and without a good management system the administration will be troublesome.

The kalmstrom.com Templates Manager makes it possible to distribute Office templates to the whole SharePoint farm or tenant, and the Templates Manager Search feature makes it easy for users to find the template they need.

Templates Manager supports templates for Word, Excel and PowerPoint documents.

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Templates Manager for SharePoint

  1. 1. 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.
  2. 2. 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.
  3. 3. 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
  4. 4. Templates Manager User ‒ find a template 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 The templates are displayed either when you click on the ‘Select Template’ button or when you click on the ‘New’ button, depending on the interface and how the User features are added to the site.
  5. 5. 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. Templates Manager User ‒ work in the browser www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.
  6. 6. The Templates Manager ribbon group in the Office desktop applications Connect to SharePoint the first time. Templates Manager Client ‒ work in the PC www.kalmstrom.com Templates Manager works with all editions of SharePoint 2010 and above.
  7. 7. 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.

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