A meaningful template tip

When creating Office Templates (Word, PowerPoint and Excel) for your organization, it seems rather simple. You create a template fitting the corporate identity you save it as a template and viola ready to connect it to a Content Type within SharePoint. Easy right? But there is one thing most tend to forget, the metadata fields of the template now holds you as primary author. So if your colleagues create a new document, he /she will see your name as author when saving the document.

To avoid this, right click the template you have saved (local for example) and click on properties

A new window will open. Click on the [Details] tab.

In the [Details] tab, click on “Remove Properties and Personal Information”

A new window will open (Remember we are working on Windows people! :P)

Select “Remove the following properties from this file:”

Next mark the fields: Authors and Last saved by and click on [OK]

You are now ready to use your template.

Advertisements

One thought on “A meaningful template tip

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s