How to add branded templates to Word, Excel & PowerPoint start pages

[@KevinStratvert]

🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com ⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: kzbin.info/aero/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY

[@Saba12]

@KevinStratvert Hi there. I am very much impressed with your videos that how you contribute your knoelwdge. I have 1 question if I want to create a leader score board or like performance wise ranking scoreboard. How will I able to create that while using SharePoint and get it updated automatically?

[@BhavaniKola]

Kevin! I have taken you as my inspiration to teach teachers! Being a mom of 2 boys and with full-time job I never knew I would enjoy making videos. But after you left Microsoft and started working on your channel, I realized I could use that spirit as well. I have come out of my comfort zone and started making my own videos. So thank you for doing what you doing. I already have 180 subscribers. You are my new Guru!

[@KevinStratvert]

Nice job! I think you'll find the journey to be very satisfying. Keep me posted on how things progress.

[@stevelarrivee3512]

Some heroes don’t wear capes - Thanks for breaking it down for us Kevin.

[@creativity4hire]

Extraordinarily helpful four years later.

[@nandaguilar]

Just wanted to thank you for all your help! I've been able to help people at work with Teams thanks to your videos :)

[@moseszaman9273]

Legend I was trying to this for my company. Thanks

[@PatrickBrodala]

Great advice, Kev. Now I’d like to have some cookies 😅

[@guyinazo]

This is something that we definitely need where I work. Thanks for this!

[@derranstokes8760]

Another informative video Kevin. I will be setting up a Templates folder in SharePoint later today, using the video as a step-by-step guide.

[@KevinStratvert]

Let me know how it works out!

[@hallsrob]

I normally watch your Teams videos ... but I LOVED this and want to add this functionally for my school!! Video suggestion: I often see “run a share point script” with an idea.... but I’ve never used it and don’t know how! You touched on it in this video, but maybe a video on installing, logging in and applying scripts to powershell would be a super useful video!

[@YetiNerd1337]

Was recently searching for a neat solution to achieve that. Thanks a lot!

[@KevinStratvert]

Glad it helped!

[@rebeccai]

Thanks Kevin. The more SharePoint content in particular the better. Thanks for your help.

[@trevor.yardley]

Kevin, you said this will only work for E3 and E5 subscriptions. I don't have E3/E5 but I do have a Business subscription and I separately have desktop Office applications via a 365 Home subscription. Will this work?

[@markharris7871]

Great Video. I am going to try this tonight. You asked for some ideas on other videos to make. One thing I would like to be able to do is add a folder of URL's of key websites to Microsoft Edge for all of our employees. This is similar to having templates in Word, PPPT and Excel that are available to all employees except that it would be a folder of URL's for key websites for our employees.

[@laurahindle2859]

Thanks Kevin. Excellent instructional video that was clear and concise and easy to follow.

[@KevinStratvert]

Thanks for the note, Laura!

[@stevenheynderickx583]

Thx Kevin great video. I wish Official Microsoft had such good video's

[@TylerStanczak]

This is amazing! I am definitely going to try this out now. Thank you for sharing this with us Kevin! :)

[@alfonsorodriguez5449]

Super useful and straight to the point. Thanks!

[@gitoutover]

Great video. Have you done a video(s) on using custom color themes and palettes? I think that would be a great topic as it relates to branding using company colors!

[@Allen-bm6tz]

We did this and it's populated to the desktop Excel, Word and Powerpoint. Does it work with the on the web apps other than Powerpoint? Powerpoint on the web is the only one showing the templates after 1.5 weeks of creating the Office Templates. Discussion threads mention this same thing about only seeing it on Powerpoint on the web and not Word or Excel on the web.

[@seda2951]

Wow I didn't think you could actually do this. This is good content . Keep up the good work

[@KevinStratvert]

You previously couldn't get templates into SharePoint to have them show up across Windows, Mac, and Web... hopefully this makes it a lot easier moving forward. Still lots of opportunity to improve, but this is a good start.

[@passtimevlog4303]

Great job, good luck to you 🙂

[@JadJebara]

Thank you Kevin, great video. Are you able to restrict permissions for sub folders , for example hr templates, or contracts? Or should we setup different repositories in different teams ?

[@Chrispy02]

Hi Kevin, thanks for this video. I have finally come right with some IT assist for the admin login, but I see my templates are saving under personal heading and not the name of the document library. Also my document templates are not showing the image of the word document only a default icon page of lines. Could you assist ?

[@victorliceagarios]

Great video Kevin 👌 How I can make one photo gallery for all my company? 👋 🇲🇽

[@georgeina08]

Really clear - thanks. 1. Is this still the best way to bring branded templates to all users? 2. Any idea of progress for this feature for Online licence holders (eg F3)

[@waresean]

Excellent Video.

[@damondbrown8367]

Great tutorial and very helpful!

[@CatherinePetropoulos]

Hello, thank you for this video. If I want to replace the location for the templates folder, do I just repeat the steps again? Thanks :)

[@phillharris3761]

Kevin I have really enjoyed all your videos and hope your new endeavor is going well. This last one is exactly what we need after our new branding went live, so I'm looking forward to implementing it. I would love to see more videos regarding the SharePoint modern experience. For instance, how would I add access to these templates to the "New" drop-down when creating a new doc/workbook/presentation in a SP document library?

[@Murmuartistt]

How to shadow creat in background realistic shadow on ( MS word ..??

[@cedneo]

Great work Kevin! Are templates supposed to show up in Word for the web too or just the Word client/app? It shows in PowerPoint for the web but not in Word for the web.

[@lolasmith4105]

I just tried this and it works except for Word Online. Did you find a fix?

[@MichaelOhff]

Hey Kevin, Exactly what I was looking for. Thank you for your great content. But for clarification as I am ready correctly, you only need an E3 and E5 license to use it for the web application. As far as I'm concerned for the desktop application other licenses will be ok as well? "For the organization assets library to appear to a user in PowerPoint on the web, the user must be assigned a license to Office 365 E3 or E5. Users who use the Word, Excel, or PowerPoint desktop app also need Microsoft 365 Apps Version 2002 or later. (The organization assets library is not available in Word on the web or Excel on the web.)"

[@mohammadnadeemalam3711]

Hi Kevin, Thanks for sharing excellent topic. Very useful. Does it support custom template as well in office desktop app.

[@MortenNormannAlmeland]

Do you know if it is possible to just distribute it to ONE site in Teams?

[@TessaBauer]

Is there a way to set up SharePoint Online Management Shell on a mac? Or is there a way around to add a branded PPT template on SharePoint without using SharePoint Online Management Shell?

[@RobbyRalston1]

Thanks!!! Why on earth people in Microsoft make common stuff soooo complicated? Why? I'll follow your step by step instructions... Fingers crossed!

[@ML-ht2zy]

It was perfect, any idea how to integrate also "Theme/standards colors" to word and powerpoint doc that matches the branding of the company? Thank you very much for all your videos, very helpful and inspirationnal!

[@TheIconRichie]

Thanks much for this video, but this is only working for me the global admin of the SharePoint repository. The members i added it works for them in the cloud side but locally on office 365 clients it doesn't show even after 24 hours? do i make the members owners?

[@kavishbansal]

Is it possible to have custom names for the template tab in PowerPoint? Our orgName has random numbers in it and if that just shows org name it would look weird and unprofessional. Love your videos by the way.

[@talbs13]

Great tutorial. Is it possible to make branded templates pinned for all?

[@otenis2008]

Quick question, would people with no permission to the sharepoint / library be able to use the templates. Better yet, can I segregate the usage of templates to certain groups of people?

[@ClaudeMz]

Great video Kevin! I wonder if the CDN policy needs to include any template extensions... if you run "Get-SPOTenantCdnPolicies -CdnType Private" in your working environment; do you see the dotx and potx extensions?. Thanks!

[@kevinGlucernas]

Thanks a lot for sharing this tutorial on Template Repository. I just installed the Online SharePoint Powershell module but it seems that the command Add-SPOOrgAssetsLibrary is not available anymore. Tried to update module but still no luck. Can you help me with this one?

[@kameronnielsen2281]

How do i get the Power Shell to work on my MacBook Pro.

[@lolasmith4105]

Thank you so much for this tutorial! It's exactly what we were looking for. We tried it out and it works perfectly in our virtual desktop environment, local apps, and PowerPoint online, but it's not working in Word or Excel online. I've waited 48 hrs for it to show up. Is there some extra step to make it show up in Word or Excel online? Thank you.

[@KevinStratvert]

When I left Microsoft two years ago, Excel hadn’t implemented this yet and Word had a bug. This could still be the state. If you reach out to your account manager, ask if they can put you in touch with the product managers for those teams. They can tell you the current state. Hope that helps!

[@lolasmith4105]

@@KevinStratvert Thank you so much for your response. Much appreciated! It's still a very cool and easy to follow video. :)

[@michaelsh1993]

Late to the party here, is there a way to set a default template to be used within PowerPoint / Word Web Apps? Also, i cant seem to get this to work in the Web Apps. Feel like theres a bit of a big gap here.

[@DuyNguyen-sr4up]

Hello Kevin, I already added a template to SharePoint and action like you on this video. And run the script in SharePoint Online Management, everything is fine, but I still didn't see the template Powerpoint for both the Desktop application and the Web version. Could you help me? Tks a lot.

[@commentator88]

Is your account on an E3 or E5 license?

[@charlescinq-mars2212]

Powerpoint templates are working but themes do not appears, is it still supported in the cdn ?

[@khaledgalal6186]

Hi, thanks for the video, is there a workaround to make this feature or something similar to it work with users on business-standard licenses.

[@EdgarasGalminas]

How to do it on mac? I have installed it sharepoint management shell, but what's next? Copied codes doesn't work, it just don't recognise.

[@PeterWaugh4c]

Great Video, will this effect any of the templates setup in Teams Site ?

[@HimanshuSingh-oj3kk]

@kevin can you please let me know how can we make these template default as whenever user open excel these templates will. open automaticallg

[@valonquar1]

Is there a way to add the templates to the web app versions as well or is it only via Sharepoint for those? Kind of silly for MS to miss that in the web apps.

[@alsaaids]

Hi Kevin, nice tutorial. Thank you! I tried applying it for Word template but my colleagues could not find the Word template. It worked great though with the Powerpoint template. Any ideas why it didn't show for Word online? I tried saving it as .dotx and .docx

[@Robin-sy9ij]

Hello, could you find a solution for Word Online? :)

[@Streamweaver]

I guess I'm not clear if this is available to everyone in the tenant or if I have to run that PS script on everyone's computer?

[@salmashaban9804]

Hello, i have a quick question, so i got a laptop yo film my gaming videos but i didint activate windows, im too scaird to because if i activate it and if my laptop breaks, i cant fix it, i know that because it happend to me befor, so what is ur opinion on it, should i turn it on?

[@albertodelosada5402]

Thx Kevin! Could you please run a tutorial on Sharepoint vs OneDrive usage for my organization?? Which one should we use? For what purpose is better one or the other?? Thx in advance! ADL

[@econneely]

Great tutorial, I have completed all the steps but days later the only issue I have is that my word templates wont appear in Word Online? Any advice?

[@piatnizza]

Wonderful tutorial! This is going to be very useful for me. I work at university that has many faculties and departments. Do you know if there’s an option to push these templates to only certain people / different templates for different departments? (yes, we have SharePoint sites for every department and permissions set to certain people using distribution lists. Or it just works for the whole organization? Thanks in advance!

[@sunilkumar6539]

Hi Kevin, I followed your all steps but no luck, I also checked after 24 hours but same issue. when I used your steps then it show success but Template folder is not visible on word, excel, power point and Pin. only it show on SharePoint local sync folder. Please suggest how can I resolve this issue.

[@revertisD365]

Is this available in a M365 Business Basic subscription?

[@Ankitmadas]

❤❤❤❤ Great information ℹ️ Kevin cookie 🍪 company

[@keolisDA1501]

Can I update the file names and upload additional templates after the repository is set up?

[@pablojimenez5736]

That is about sharing a specific template, what ways do you use to share a used template inside an organization?, Suppose you share a cost calculation with the purchase department, and they will modify the input depending in cost availability and initial cost calculations

[@collinsdeloach6815]

Great video! Do you know of any way to do the same thing for images....like from within PowerPoint? So, when you open up Home/Insert Pictures/Online Pictures... it will list your company directory to pick logos from in addition to other online sources?

[@josephcosgroveF4fl]

So how does one become a sharepoint or globale Admin?

[@janvirajput-uk3ks]

My script are successfully run but template not showing in Word desktop app

[@vinaymisra7489]

Hi Kevin, Thank you for great video. Is it possible to make branded templates default one or restrict user visibility to Branded Templates only?

[@jsnave4051]

Great! Would you please create a video on how to create a fillable form in Word 365? Thank you for your time!

[@jimfitch]

Great instruction! Thank you. I keep bumping into limitations b/c we don’t have E3 licenses. Sure wish there were a good list of these types of capabilities to help justify the added expense of E3. Video idea suggestion: how to deploy Excel add-ins to organization?

[@KevinStratvert]

Hey Jim - thanks for the note! Push your sales contact to get you a list :) Ultimately marketing should be able to provide. One thing to note - Microsoft is adding more and more functionality into E3 to justify the added cost, this being one of the first features where Microsoft tiered functionality on the web. I'll add your video suggestion to my list. Thanks!

[@jimfitch]

Thanks, Kevin. Our sales rep is working on it. It will be interesting to see if the rep identifies the undocumented items (as nearly as I can tell) that we’ve encountered. I appreciate your insight into the increasing value of E3. Starting to look like my decision will be to pull the trigger on that.

[@azazshaikh3181]

Hi Kevin It was indeed a very good informative video. If you can also create a video on How to design your document in PoV (Point of View) style in MS Word, it would be really helpful. Thanks

[@KevinStratvert]

Hey Azaz, thanks for the suggestion. Are you most interested in how I would go about formatting and creating a doc in Word? Any particular scenario you're most interested in (e.g. how to create a poster in Word)? Thanks!

[@azazshaikh3181]

@@KevinStratvert Thanks for the reply. I recently came across to format the Word doc in PoV style. I did search Google to find out few samples, but couldn't find it. Even Poster creation in Word would be great to get a fair idea. Thanks.

[@jameseccleson9483]

Great instructions, Are you able to set this up for different sub-companies within the same tenant and only show templates to the correct users based on something like upn?

[@KevinStratvert]

Hey James - You can specify up to 30 organization asset libraries for a single organization. You can use permissions on those libraries so only certain departments have access. All of these libraries (regardless of type) must be on the same site. Only libraries (not folders) can be set as organization asset libraries. Here's more info: docs.microsoft.com/en-us/sharepoint/organization-assets-library

[@ehabgalal9181]

One quick point where is the organization name is coming and can I put custom name

[@kavishbansal]

did you find any solution for this?

[@commentator88]

@@kavishbansal You should be able to change your Tenant name in Azure portal > Tenant Properties

[@robinprinsen]

Great tutorial Kevin. Any idea how I can use SharePoint Online Management Shell in an easy way on a Mac?

[@thecoreYalex]

Thank you for the Video. My issue is, that this templates are only available in PowerPoint (Online + Client) and they are not available in Word or Excel - is it only available for PowerPoint? Solved: I had to wait more than 24 hours :-)

[@binsh3el]

Kevin, how can i remove a comments from template in excel ?!

[@dashborn100]

there a way do this without powershell?

[@learnalong233]

I have a simple question to those who know what they are at but for me; it's been a complicated one. When designing a powerpoint that I have for subscription customers, how do I upload it to the paid Subscription URL as Wordpress only allows very small files to be uploaded directly. I need to figure this out in how they can download their purchase. Are you able to help?

[@mpiauro3958]

The Powershell keeps saying an error about "all but external users" must have read access to the document library (it is in Finnish so I translated it roughly here). The account I am using to perform the operation is Global Administrator and also Owner of the Site and the Library. The "all but external users" seems like a classic sharepoint preset group, and I found it and it has no internal editable information.

[@commentator88]

Not sure if you still need this but go to the SharePoint site > Settings icon (top-right) > Site permissions > Share > Start typing "every...." the group should pop up for you to add to the site

[@conchybill]

Can you only point to one library or multiple, say one for each department?

[@KevinStratvert]

Hey Bill - You can specify up to 30 organization asset libraries for a single organization. You can use permissions on those libraries so only certain departments have access. All of these libraries (regardless of type) must be on the same site. Only libraries (not folders) can be set as organization asset libraries. Here's more info: docs.microsoft.com/en-us/sharepoint/organization-assets-library

[@lucabino]

Great video, thanx! Do you know if there are limitations for users on Mac osx and o365? With my Mac book I can't see the templates from my tenant (works perfectly well on my windows 10).

[@Music-zv8mg]

Can you please have a playlist dedicated to Microsoft Excel? From basics to advanced including tips, tricks and shortcuts. Pretty please? 🙏

[@KevinStratvert]

Here's my playlist on Excel: kzbin.info/aero/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY You can also access from my main KZbin channel page.

[@Music-zv8mg]

@@KevinStratvert Thank you so much for the reply! Really grateful for the hard work and dedication you put into imparting us with valuable information ! 🙏

[@xinmctfr]

How can I create a web form and get the data to populate an Excel sheet with office 365?

[@generaldvw]

Kevin...I need to know how to configure SharePoint sites for my users...like an intranet.

[@rossshepstone6794]

Kevin I am using. Can I do this using Azure?

[@aniketdeshmukh1220]

thanks Kevin..

[@ThunderStormMalamute]

Hey Kevin! I'm currently in this process! So much useful stuff! Talking of branding. Do you know if there is a way to do similar thing with Sway Templates? We try to have templates already inplemented in Sway but with no clue. Love your videos.

[@mandylightfoot8076]

Hi Kevin, Thank you for the videos, they are very helpful. I have a question - I have created a Template document with Quick parts, headers and footers, and want to set it to the default for the company. How do I achieve this? at the moment, it is published to the Organizational Asset Library, so staff can access it from the selection under our company tab, but when they click on Blank, it gives them the default Word document - This is where I want to add mine? How do I get the Global template pushed out to all ?

[@NickolasKusha]

Any ideas how this works on Mac?

[@bjohns01dircr]

you are awesome

[@kendrajames-diaz1530]

Can you add pdf documents to the document repositories?

[@vorahiren]

Hello thank you for your video, it's really helpful.. one request.. can you put up something and create video.. for people who are using office 2013.. but when we upgrade to Microsoft 365.. what is new in it .. and what are the updated.. thank you sir

[@YOGAAF]

Amazing

[@kevintracy1975]

Great video and interesting topic. Good luck to you on your new endeavor. In excel if a program adds products to waste every month, and you have an excel spreadsheet of this from Jan thru May and one from Jan thru July how do you subtract the one spreadsheet from the other to figure out what was wasted in June and July? Any help would be appreciated.

[@triffstravels5003]

Thx Kevin. How do we get the templates on the new menu in Teams?

[@KevinStratvert]

Unfortunately the functionality doesn't yet exist. Now that SharePoint houses these templates though, Teams would need to integrate this functionality. A lot of the underlying service work is already done to support something like this. I'm not sure where something like this sits on their backlog. Some third parties, like OfficeatWork provide this functionality today.

[@liztriffitt9612]

Thx Kevin. The upload template function in SP is simple. Does this make the template available to site members or just to you and who you share it with? The upload template isn’t available in Teams. Frustrating when these tools are meant to work with each other.

[@colindash]

Is there a way to make custom fonts available for these templates?

[@richardjgreenuk]

You can use custom fonts in the templates but you either need to have already on the machine or embed them in the file. Embedding fonts massively increases file size.

[@khalilhamed8743]

Dear Kevin I'm haveing an issue that I need some sort of help with. I have some names in a list that I wanna make a sheet on Excel (or Access) that shows the arraival time of the employees I do this EVERY MONTH and I know that there is a way to take the name from the list and build a sheet with this name ALONE along with these data. Can you Please make a KZbin Video that shows this issue? Thanks in advance

[@richardjgreenuk]

That's funny. I recorded almost the exact same video a few weeks ago but only got round to uploading it this morning on my company channel.

[@KevinStratvert]

You beat me to it! :)

[@richardjgreenuk]

@@KevinStratvert given your recent news, I suspect it will be the only time 🤣

[@peace.n.blessings5579]

Kevin I'm looking for a pdf software with redaction