Logon - Do you have a company-wide Word template?

Updated by Brady Stroud [SSW] 1 year ago. See history

123

A company-wide Word template brings many benefits e.g.:

* **Consistency** - It's [important to maintain consistency](/do-you-understand-the-value-of-consistency) on documents internally and for clients
* **Automatic footers and headers** - Showing the latest edit time and who the editor was, updating automatically on save
* **Branding** - More and better branding and correct company colors
<imageEmbed
  alt="Image"
  size="large"
  showBorder={false}
  figureEmbed={{
    preset: "badExample",
    figure: 'Bad example - Creating an email/document does not have the company templates',
    shouldDisplay: true
  }}
  src="/uploads/rules/have-a-companywide-word-template/word-template-bad.jpg"
/>

<imageEmbed
  alt="Image"
  size="large"
  showBorder={false}
  figureEmbed={{
    preset: "goodExample",
    figure: 'Good example - Creating an email/document with the company templates',
    shouldDisplay: true
  }}
  src="/uploads/rules/have-a-companywide-word-template/word-template-good.jpg"
/>

How to have a company-wide Word template:

* Modify your Normal.dotm file to have the headings and format that you want for Word document
* Create standard employee email footer files e.g. `JamesZhou.htm` or `JamesZhou.txt`
* Put the files on a network location - this is the place that will have the master copies
* Have a logon script which is set up through Group policy that will copy the file to the users' computer when they logon

```powershell
ECHO Copy Office Templates To Workstation >> %LogonLogFile%
call %ScriptFolder%\SSWLogonScript\BatchScript\SafeCopyNewerFile.bat "\\fileserver\DataSSW\DataSSWEmployees\Templates\Normal.dot" "%APPDATA%\Microsoft\Templates\Normal.dot" %LogonLogFile%
call %ScriptFolder%\SSWLogonScript\BatchScript\SafeCopyNewerFile.bat "\\fileserver\DataSSW\DataSSWEmployees\Templates\Normal.dotm" "%APPDATA%\Microsoft\Templates\Normal.dotm" %LogonLogFile%
call %ScriptFolder%\SSWLogonScript\BatchScript\SafeCopyNewerFile.bat "\\fileserver\DataSSW\DataSSWEmployees\Templates\ProposalNormalTemplate.dotx" "%APPDATA%\Microsoft\Templates\ProposalNormalTemplate.dotx" %LogonLogFile%
call %ScriptFolder%\SSWLogonScript\BatchScript\SafeCopyNewerFile.bat "\\fileserver\DataSSW\DataSSWEmployees\Templates\NormalEmail.dot" "%APPDATA%\Microsoft\Templates\NormalEmail.dot" %LogonLogFile%
call %ScriptFolder%\SSWLogonScript\BatchScript\SafeCopyNewerFile.bat "\\fileserver\DataSSW\DataSSWEmployees\Templates\Microsoft_Normal.dotx" "%APPDATA%\Microsoft\Templates\Microsoft_Normal.dotx" %LogonLogFile%
call %ScriptFolder%\SSWLogonScript\BatchScript\SafeCopyNewerFile.bat "\\fileserver\DataSSW\DataSSWEmployees\Templates\Blank.potx" "%APPDATA%\Microsoft\Templates\Blank.potx" %LogonLogFile%
xcopy /Y "\\fileserver\DataSSW\DataSSWEmployees\Templates\NormalEmail.dotm" "%APPDATA%\Microsoft\Templates\" >> %LogonLogFile%
xcopy /Y "\\fileserver\DataSSW\DataSSWEmployees\Templates\NormalEmail.dotx" "%APPDATA%\Microsoft\QuickStyles\" >> %LogonLogFile%
ECHO Templates Copied
```

<figureEmbed figureEmbed={{
  preset: "badExample",
  figure: 'Figure: Bad example - This is a snippet of an old login script',
  shouldDisplay: true
} } />


<asideEmbed
  variant="greybox"
  body={<>
    You can automatically have your SSW Word doc template on sign-in via a script. E.g. [PowerShell login script](https://github.com/SSWConsulting/SSWSysAdmins.LoginScript).
  </>}
  figureEmbed={{
    preset: "default",
    figure: 'XXX',
    shouldDisplay: false
  }}
/>
<figureEmbed figureEmbed={{
  preset: "goodExample",
  figure: 'Good example - New Login script on Github',
  shouldDisplay: true
} } />


**Note #1:** We don't want people using .RTF emails.

**Note #2:** If you use a Mac computer, a login script will not work. In order to use a Word template, you must open the template on Word locally, hit "Save as Template", and then upload that document to Teams.
acknowledgements
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