How can I set the workgroup templates file location in Office 2013 to point at a folder stored on Sharepoint (2010/2013)?
Hi All, Been doing quite a bit of research on this but drawn nothing but blanks or alternative suggestions, none of which are viable. So the outline of the issue: Deploying Office 2013 suite to organisation and wanting to have custom templates available for users to choose from, but want those templates to be centrally stored and managed on a SharePoint site.  In Word 2013, for example, when you create a new document, you are presented with a page to choose from 'Featured' templates (or blank document) So, if you wanted to have custom corporate templates, you could modify the file location for work group templates, thus creating a Custom Office Templates folder locally on your PC.  Great. This means when you select 'New' in Word 2013 you can pick from the 'Featured' templates, or the 'Personal' templates area. However, I have a collection of test corporate templates (for Word, Excel, PowerPoint etc). These are stored on a SharePoint site internally.  If I try to modify the work group templates location in Word 2013 to point towards my SharePoint site (or any HTTP address for that matter) it won't work. I know that I could point it towards a Network Share location instead, but I don't want to do that.  Is there any way of getting it to point towards a SharePoint site, any way of modifying it? Or perhaps an even better solution that I could use?  Any help, thoughts or ideas would be massively appreciated! And forgive me if any of my logic is off, but it does seem like this should be a straight forward thing to do given that Office and SharePoint are both developed by Microsoft and you would like to think they would inherently have better links! NOTE: Going to Office 365 is also not an option either! Eagerly awaiting an answer from someone incredibly clever!
December 23rd, 2013 4:10pm

"If I try to modify the work group templates location in Word 2013 to point towards my SharePoint site (or any HTTP address for that matter) it won't work."

I have a different test result as your discription above after performing the steps as below:

http://office.microsoft.com/en-001/office365-sharepoint-online-enterprise-help/set-a-file-template-for-a-document-or-form-library-HA102771909.aspx

Thanks.

Tony Chen
TechNet Community Support


Free Windows Admin Tool Kit Click here and download it now
December 26th, 2013 8:03am

"If I try to modify the work group templates location in Word 2013 to point towards my SharePoint site (or any HTTP address for that matter) it won't work."

I have a different test result as your discription above after performing the steps as below:

http://office.microsoft.com/en-001/office365-sharepoint-online-enterprise-help/set-a-file-template-for-a-document-or-form-library-HA102771909.aspx

Thanks.

Tony Chen
TechNet Community Support


December 26th, 2013 8:03am

Hi Tony, 

Thanks for your response but this is not what I was looking for. 

Those articles relate to setting a default template in a SharePoint document or form library.

I will try to be more concise.

What I want is:

(1) For users to be able to load MS Word 2013 on their laptops/desktops (connected to corporate Wireless/LAN)

(2) Once they have opened MS Word 2013, I want them to be able to choose a template from the welcome screen. (There are MS Word Defaults like 'Blank Document' or 'Cover Letter' etc)

I want to add a second tab which is called 'Personal' or 'Corporate'.

(3) MS Word 2013 allows you to create custom WORD templates and save them locally on your machine (either in the default location for templates, or a user-specified custom location (e.g. My Documents, Desktop etc).

(4) In advanced settings, there is an option to modify file locations. This is where you can point MS Word 2013 towards the folder (locally) that contains the personal templates that you have designed which you want to use.

(5) QUESTION: Is there a way to have lots of corporate WORD templates (perhaps one for Marketing, Sales, Procurement, Project etc) - Basically LOTS of different templates all stored in one location on SHAREPOINT, or in a SharePoint document library. THEN... once those templates (documents) are stored on SharePoint, IS THERE A WAY to go back into the advanced settings within MS WORD 2013 and modify the file location for templates so that it points towards the SharePoint document library? 

I want all the templates to open in MS Word 2013, not within a browser, and I don't want users to have to go to SharePoint to find a template, I want it to be integrated into their local MS Word 2013 so they can choose a corporate template the moment they load up MS Word 2013.

When I have tried to modify the custom file location for templates, I can only set it to an address locally on my machine, or a network address (mapped network drive). 

However, I do not want the templates to be stored on a shared network folder, I want them to be in a SharePoint Document Library. 

The issue I have found is that I cannot enter a SharePoint Library URL as my file location, nor can I enter any HTTP address. 

IS THERE A WAY AROUND THIS? 

Free Windows Admin Tool Kit Click here and download it now
January 7th, 2014 9:43am

We're very interested in a solution for this as well. Historically, we placed all of our workgroup templates on a network share which worked pretty well. However, you don't get the options that SharePoint offers for versioning, recycle bin, presorting by views using metadata, etc. So we tried to add all of our templates (including macro enabled) and InfoPath forms to a SharePoint document library. We figured at least people could then browse, search, and launch from a single location. However, we've had no end of trouble when user try to open these various files from SharePoint. The option to set up SharePoint document libraries with content types using different templates doesn't scale for hundreds of templates. It also doesn't provide a browseable, categorized list with additional metadata. 

Have you found any more clues as to the best practices surrounding this?

January 31st, 2014 4:47pm

We'd like to serve our org templates for Office 2013 from SharePoint Online too. If anyone has found a workaround or procedure for this, please update this thread.

Thank you!

M. Adler

Free Windows Admin Tool Kit Click here and download it now
February 19th, 2014 9:26pm

I use OneDrive Pro (formerly SkyDrive Pro).  OneDrive creates a folder that synchronizes to the SharePoint document library (including folders within it). 

All the OneDrive sync folders root (by default) at c:\users\%USERNAME%\SharePoint, with each synced document library a folder. 

To surface the templates, map the local filesystem location to the template location in Word. 

If you're clever you could probably drive this with a GPO, but you'd have to figure out how to push OneDrive onto the user's station. 

It works fine.  FYI I haven't tested read-only or worked out issues related to Word needing/wanting to write to Normal.dot.  An exercise for you, gentle reader? 

March 26th, 2014 12:06am

I use OneDrive Pro (formerly SkyDrive Pro).  OneDrive creates a folder that synchronizes to the SharePoint document library (including folders within it). 

All the OneDrive sync folders root (by default) at c:\users\%USERNAME%\SharePoint, with each synced document library a folder. 

To surface the templates, map the local filesystem location to the template location in Word. 

If you're clever you could probably drive this with a GPO, but you'd have to figure out how to push OneDrive onto the user's station. 

It works fine.  FYI I haven't tested read-only or worked out issues related to Word needing/wanting to write to Normal.dot.  An exercise for you, gentle reader?&n

Free Windows Admin Tool Kit Click here and download it now
March 26th, 2014 1:59am

I'll add my voice as well. I haven't seen a fix for this.

  • - I was able to map it in Office 2003, but in 2010 it doesn't work.
  • - It says that the workgroup template file location must be on my computer or on the network. Well, it IS on the network.
  • - I even tried mapping the SharePoint folder to a drive, nothing.
  • - Use explorer view and copy and paste the location in, nothing.

Why can't I get Microsoft programs to work with other Microsoft programs anymore? Seems like we're going backwards.

June 2nd, 2014 3:21pm

I want to do this too.

The official way to use document templates with SharePoint/Office, is to use content types with templates attached to them. You define these at the top site collection level, and filter down changes to individual document libraries from there.

This is not what you want to do, I understand that. You want to open the application first, then choose the template, but the SharePoint paradigm is to create a new document from a template, which opens the application for you - it's designed to be used the other way around.

An additional niggle for me is that although I'm happy to use content types to manage my templates, in SPO, if you use content types in your library, it disables the nice, handy, user-friendly 'New' button and forces you to go the long way around, choosing 'New' from the 'Files' ribbon. It used to work fine in the Document library, giving you a nice list of all your content types, but no longer. It looks like a kludge to me - maybe they'll fix it in a future release.

I'm going to look at the OneDrive for Business option as outlined by Todd - just have to work out how to push changes centrally to people's OneDrives....any ideas?

John Gregory


Free Windows Admin Tool Kit Click here and download it now
January 23rd, 2015 11:53am

I want to do this too.

The official way to use document templates with SharePoint/Office, is to use content types with templates attached to them. You define these at the top site collection level, and filter down changes to individual document libraries from there.

This is not what you want to do, I understand that. You want to open the application first, then choose the template, but the SharePoint paradigm is to create a new document from a template, which opens the application for you - it's designed to be used the other way around.

An additional niggle for me is that although I'm happy to use content types to manage my templates, in SPO, if you use content types in your library, it disables the nice, handy, user-friendly 'New' button and forces you to go the long way around, choosing 'New' from the 'Files' ribbon. It used to work fine in the Document library, giving you a nice list of all your content types, but no longer. It looks like a kludge to me - maybe they'll fix it in a future release.

I'm going to look at the OneDrive for Business option as outlined by Todd - just have to work out how to push changes centrally to people's OneDrives....any ideas?

John Gregory


January 23rd, 2015 11:53am

Hi John

We are having a similar issue with Office 365.  Have shared templates out via OneDrive for Business as you are looking at and it works fine.  Changes to the templates are automatically sent to all users.  We have even made all users read only on this document library so they can't overwrite the template by mistake.

However getting issues when they save a new document created from the template to their OneDrive that when they reopen the document it tries to reference back to the original template and crashes word.   I would be interested to see if you see the same.

Let us know how you get on

Dave Jackson

Free Windows Admin Tool Kit Click here and download it now
January 29th, 2015 4:46am

Hi!

Did You come up with a solution to this? I am in the same situation now and it would be great if You could give me a hint of how to solve it.

Best regards, Magnus

April 20th, 2015 7:55am

@David I haven't seen this behavior, but you could try mapping the templates to the local filesystem location of the sync'ed files.  Word might be picking up the web URL instead. 

What you want (I think) is to make sure Word grabs the templates from the local FS, where the sync to/from the SP folder lives. 

Free Windows Admin Tool Kit Click here and download it now
April 23rd, 2015 11:37pm

This topic is archived. No further replies will be accepted.

Other recent topics Other recent topics