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Flawless reports every time with MS 365


Team collaboration

Imagine your team is working on an important report for a client. The draft is perfect, and you’re confident about sending it. However, when the final version reaches the client, you find glaring issues: a blurry company logo, an outdated phone number, and incorrect brand colours. What went wrong? The team didn't use the company Word template!


How can you prevent this from happening again? If you use Microsoft 365, the solution is simpler than you think. By leveraging a few technical steps, you can ensure your company's official document templates are readily available whenever someone opens a new Microsoft file, such as Word or PowerPoint.


Here’s how to do it:


  1. Save your company templates: Store your templates in a dedicated SharePoint document library. Remember to save each template in its correct format, such as a Word template as a '.dotx' file rather than a '.docx'.

  2. Set up with PowerShell: Your Microsoft 365 administrator can then use PowerShell to make these templates easily accessible.



 

Your MS 365 Administrator will run the following PowerShell commands:


Install-Module -Name Microsoft.Online.SharePoint.PowerShell


Connect-SPOService "https://yourtenancy-admin.sharepoint.com"


Replacing 'yourtenancy' with your Office 365 tenancy name.


Add-SPOOrgAssetsLibrary -LibraryUrl "<your-template-library-url>" -OrgAssetType OfficeTemplateLibrary -CdnType Private


Placing the URL of your template library within the quotes for the Library url parameter.

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Now, whenever someone chooses to open a new file, your company templates will be displayed alongside Microsoft’s default templates, ensuring consistency and professionalism.



Are you a small business owner wanting to discover a better way to work? Contact us today.






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