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Template Central

At last, a practical solution for managing
large numbers of document templates

iWorkPlace Template Central™ allows centrally managed templates to be made available for users from the “New” menu in document libraries. Here's how Template Central works:


Setup a template library
Set up one or more template libraries on your server and create views of these for different audiences.

Create views for
different audiences
Consider who will be using the templates and create the relevant grouped, sorted views they will use to pick a template. Templates can be security trimmed as well, so that staff see more or less templates depending on their role.

Link user libraries to the template library
For any document library, link the template library and the relevant view of it you want for an audience.

Users access templates
To access a template, a user selects“NEW” in their document library and then clicks “NEW FROM TEMPLATE” and gets the grouped sorted list of available templates that have been set up for them.

Example use -
business improvement
As the organisation learns new ways of working, a key challenge is often how to propagate these improvements. As templates can be centrally managed, changes made to a template become immediately available throughout SharePoint. From a culture and behaviour change perspective, this can be very powerful, as it can help make the change needed automatically part of how people work. It also allows for review and enforcement by being able to easily monitor use of a template throughout SharePoint.

 

The iWorkplace Difference

Features that directly target business improvement and efficiency

Avoid software development or clunky workarounds with this elegant solution

Proven methodology, including how to get the most from your templates

Works standalone or with our PRA compliance base

Time for a demo?

Contact_Kaye to arrange a demo at your office, or via Lync.

 

Document templates are a great way to increase consistency and productivity. Template Central helps by:

Up to date. Staff access up to date versions of document templates directly from their own document libraries, even though the templates are centrally controlled and maintained.

Easy to pick the right one. As Template Central can filter, group and sort templates, staff get to choose from only those that are relevant to what they are doing.

Easy on staff, so they are much more inclined to use them, as opposed to creating their own feral copies that get out of date and don't reflect corporate branding or standards...

 

 

 

Time to talk? call Kaye on NZ 0800-001-800

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