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Templates in SharePoint

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Challenges with templates in SharePoint

  • The lack of robust template functionality in SharePoint leads to inconsistency in documents and processes, causing lost time and errors.
  • There is no centralised management for document templates, creating duplication and multiple versions.
  • The lack of central control makes it difficult to make updates to templates.

The lack of robust template functionality in SharePoint makes it difficult to ensure consistency within documents and processes. When employees have to create documents over and over again, for example contracts, quotes or policy documents, this can lead to inconsistency in formatting, language and content. This is not only time-consuming, but also increases the likelihood of errors.

Moreover, SharePoint lacks a centralised way to manage templates for different documents. This means that employees often create and store templates themselves in different places, leading to duplication and unnecessary versions of templates that are difficult to manage. This lack of centralised control can also cause problems when updates to templates need to be made.

With SharePoint DMS, we work on our cases in a consistent way
IT manager, large corporate

Templates thanks to SharePoint DMS

SharePoint DMS provides extensive template functionality that allows companies to create consistent and unified documents without manual work. Users can access a central library of approved templates for any type of document, such as contracts, reports, policy documents and more. This ensures that all employees use the same templates, promoting consistency and preventing errors.

Document preparation is greatly simplified with SharePoint DMS templates, as common elements such as formatting, branding and fixed texts are already pre-filled. This saves teams valuable time and allows them to focus on content. Moreover, templates can be easily updated from one central location, allowing organisations to react quickly to changes in laws or regulations without employees having to make changes manually.

Possibilities of templates with SharePoint DMS

  • Central library of templates: Access approved templates for different document types.
  • Easily customisable templates: Customise templates and update them for all employees from one place.
  • Consistency in documents: Uniform formatting, branding and fixed text blocks for each document.
  • Saving time in document creation: Automatic completion of common elements such as headers and formatting.
  • Version management for templates: Keep track of previous versions and restore them if necessary.
  • Fixed workflows linked to templates: Automate processes such as approvals when using specific templates.

SharePoint DMS comparison

Without

  • No central storage of templates
  • Manual document creation
  • Inconsistency in formatting and branding
  • Versioning and updates are difficult to manage
  • Manual approval processes
  • Time-intensive document creation

With

  • Central accessible library with templates
  • Automatic completion of template content
  • Consistency through established branding and layout
  • Templates easily updated for everyone
  • Automated workflows linked to templates
  • Saving time through predefined templates

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