In this video, I show you how to properly store and manage company templates—like Word, Excel, and PowerPoint files—using SharePoint Online. Whether it's HR forms, branded slide decks, or proposal documents, keeping your templates organized and accessible helps your team stay consistent and efficient.
A messy templates folder leads to confusion and wasted time. That’s why it’s so important to have a centralized, well-structured location for all your business-critical templates.
00:00 - How to Organize Company Templates in SharePoint Online
01:27 - Dedicated Read-only site for Document Templates
07:47 - Template feature within a Document Library
14:41 - Org Assets Library ➡️ Article mentioned in the video on how to set this up: https://sharepointmaven.com/how-to-create-organization-assets-document-libraries-in-sharepoint/
📌 What You’ll Learn in This Video:
- Where to store templates in SharePoint for easy access
- How to organize them by department or document type
- Tips for managing permissions and keeping templates secure
- How to make templates easily findable from Microsoft 365 apps (like Word and Excel)
- Best practices for naming, versioning, and communicating updates to users
📖 Read the full blog post here:
👉 https://sharepointmaven.com/how-to-organize-company-templates-in-sharepoint-online/
⚡️ Go deeper with my online courses in SharePoint Maven Academy: https://sharepointmaven.com/academy/
💻 STILL NEED HELP?
Hourly Consulting, Configuration, and Live Training are also available 👉 https://sharepointmaven.com