![]() ![]() The first is a central repository for organization-wide templates and the second is location specific template management. I'll propose two useful solutions to managing document templates effectively. Finally, users editing the template when they don't mean to is a time waste, and if the next user isn't comfortable with version history it can be difficult to restore. It can also cause problems when applying records management to documents, and metadata can be inaccurate when saving an old document as your new document. They can lead to errors when old content is not properly removed (such as the client or customer’s name from the old document). These methods are not ideal for managing document templates long-term. I've also opened a lot of templates to see the last person who used it forgot to do a “Save as,” and instead edited the whole file with their updates. Each team probably wants easy access to their templates, so do you store templates in a library in each Team site?īecause of these issues I often see users who just open the last document created and perform a “Save as…” because it’s easier than finding the template, opening it, and then saving a file to the correct location. Where do you save templates in SharePoint to make sure they are easy to access? Centralizing them in a document library doesn't always work and can cause additional overhead for IT or other users who need to apply the updates. They can be hard to maintain and manage over time. ![]() Templates are a great tool to help users quickly create documents, however, they aren't always used effectively in SharePoint. ![]()
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