For example, C:\Users\David\AppData\Roaming\Microsoft\Templates where “David” is the user’s profile name. The location of this folder is normally in the user’s roaming profile. Individuals managing their own templates are usually best off installing their templates in their own User template folder. The disadvantage is that if the network server is not available, for instance, if someone has a laptop that they disconnect form the network, then the user will not have access to the templates. The advantage of this is that everyone uses the same set of templates and updates need only be installed in one place.
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In a corporate environment it can be useful to install all templates on a shared server and then reference them by specifying the Workgroup templates folder path. If you want to check (or change) the designated template folder locations, in Word, click File > Options and in the Advanced category scroll down to the General section and click the File Locations button. The template folder paths can only viewed and/or modified from Word but changing folder paths also affects PowerPoint and Excel. Word global templates act like the add-ins used in PowerPoint and Excel.
Word also has it’s own global template Normal.dotm.Īs a convention, we always uses the word “global” in our global template names e.g. A global template is opened every time that Word is started irrespective of what other documents and templates may be open.
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Global templates contain such shared things as a common interface, macro code and building blocks (or AutoText) for a suite of templates. For example, a letter, agenda or report template.
Standard templates are the starting points for user documents. Not all template installations require a global template and don’t worry if you haven’t got one to install. They must be installed in separate folders. There are two different types of template that we create for Word: global and standard. However, individuals and users in small organisations may be need to install and maintain their own templates.
Ideally, in a corporate environment, template installation and maintenance is performed centrally by the organisation’s IS department. It is not always absolutely necessary to “install” Office templates in a designated folder but generally it is beneficial and to be recommended.
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