M365 custom templetes are not showing in MS Word, PPT

Dhruba Jyoti Moitra 0 Reputation points
2023-11-09T08:03:47.2233333+00:00

Newly M365 custom templates are not showing in MS Word or PPT. Does it take more time than 24 hours?

I have checked its and the old ones are present in the folder below. Will the new ones be showing here?

"D:\OneDrive - <CompanyName>\Documents\Custom Office Templates"

Any help will be cordially appreciated.

Regards,

-DM

Word
Word
A family of Microsoft word processing software products for creating web, email, and print documents.
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PowerPoint
PowerPoint
A family of Microsoft presentation graphics products that offer tools for creating presentations and adding graphic effects like multimedia objects and special effects with text.
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OneDrive
OneDrive
A Microsoft file hosting and synchronization service.
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2 answers

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  1. John Korchok 5,156 Reputation points
    2023-11-09T15:54:34.7733333+00:00

    To set up a company-wide templates folder, you can use Office Workgroup Templates feature. Here's my how-to article on setting that up:

    https://www.brandwares.com/bestpractices/2019/01/shared-workgroup-templates/

    I haven't tried setting a Onedrive location for Workgroup Templates. You may need to use a network share instead.

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  2. Charles Kenyon 2,791 Reputation points
    2023-11-09T17:50:52.9266667+00:00

    I agree with John. You should be using a Workgroup Templates folder to hold your shared templates. Here is my writing on Workgroup Templates and Workgroup Templates in Microsoft Word. In any case, the shared folder should NOT be the default save location for new templates (what you are using).

    What I have read in the forums leads me to believe that templates do not play well with SharePoint. You are using OneDrive so this may not be the issue. (I have had no problems with templates on DropBox but have not tried with OneDrive much. I agree with John that a Network share may be preferable.)

    You are looking for your templates under Custom on File > New?

    Consider using the legacy FileNew dialog or another utility to display and pick templates. Here is my page on FileNew Variations In Word Versions with directions. Here is my free (macro-free) Add-In that gives access to this dialog if you do not want to do the setup yourself.

    If you use the built-in Backstage display of File New, you can have your Custom Templates be given priority in the built-in File New page instead of the ones from Microsoft.

    Here are instructions on how to set up Word and Windows so that your Custom templates are the default set of templates that shows up in the File > New backstage, rather than the sometimes useful junk from Microsoft.

    Make sure that your users are not using the browser/online version of Word. That only shows the templates available from Microsoft, not your custom ones. If it is showing any of your custom templates, those will not be treated as templates in the browser version of Word but rather as documents.

    Returning to your original question/problem!

    I suspect that your new templates are being stored elsewhere and that the ones that you are seeing are from when you copied them to a cloud location.

    How are you saving your custom templates?

    How are you creating your custom templates?

    Does each user have the same settings for templates location?

    I strongly recommend that the default save location for new templates be on each user's computer and that the shared templates location be a different folder. I suspect that you do not want every user to have the ability to modify these shared templates, especially to do so unintentionally. You probably do not want every user to be able to store new templates there, either.

    PowerPoint

    John Korchok is much more proficient with PowerPoint than am I. He has a whole website devoted to using PowerPoint. I focus on Word.

    As far as I can tell, when a folder is designated as the Workgroup Templates folder in Word, it shares that designation in PowerPoint. I know of no separate spot for designating a PowerPoint Workgroup templates folder. When I save a PowerPoint Template in the folder designated for Workgroup templates in Word, though, it does show up when I use File > New in PowerPoint.

    Again, I do not feel it is, in any way, a good idea to save such shared templates in the folder designated for saving new Office templates.

    As far as I can tell, the Registry change to prefer Custom templates to those generated by Microsoft does not work with PowerPoint.

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