The summary of ‘How to add branded templates to Word, Excel & PowerPoint start pages’

This summary of the video was created by an AI. It might contain some inaccuracies.

00:00:0000:13:31

Kevin, in his tutorial, guides viewers through the process of loading custom branded templates into Word, Excel, and PowerPoint across different platforms to ensure consistency in branding. Using the fictional "Kevin Cookie Company," he demonstrates how to save a PowerPoint presentation as a template (.potx) and upload it to a SharePoint site — a task requiring admin privileges and specific licenses (E3 or E5). He elaborates on setting up a document repository in SharePoint, converting it to a template repository using the SharePoint Online Management Shell, and ensuring the templates are accessible from Word, Excel, and PowerPoint start pages. The final steps include customizing the repository URL and integrating the templates, with a focus on preventing branding errors in company presentations. The video concludes with a demonstration on adding these templates to PowerPoint on the web, intended to facilitate correct branding use by employees.

00:00:00

In this part of the video, Kevin introduces how to load custom branded organization templates into the start pages of Word, Excel, and PowerPoint across Windows, Mac, and web platforms. Kevin explains the importance of maintaining consistent branding, using his fictitious Kevin Cookie Company as an example. He highlights the problem of an employee using an incorrect font and image in a presentation, stressing the need for easily accessible official templates. Kevin notes that to implement these templates, one must be a SharePoint or global admin, and employees need to be on an E3 or E5 license to view them. He then proceeds to demonstrate the process on his desktop using Microsoft PowerPoint, showcasing an official company presentation with proper branding elements.

00:03:00

In this segment of the video, the speaker demonstrates how to save a PowerPoint presentation as a template and make it available in Word, Excel, and PowerPoint. They begin by saving the presentation as a PowerPoint template file (.potx) on their desktop. They then explain how to upload this template to a SharePoint site, which involves logging into office.com with admin credentials, navigating to the SharePoint portal, and selecting a site where the template will be stored. The speaker discusses creating a document repository in SharePoint, naming it appropriately, and running a PowerShell script to convert it into a template repository. The document repository’s name will be the name appearing under Word, Excel, and PowerPoint start pages.

00:06:00

In this segment, the speaker explains how to upload a template file to a document repository in SharePoint. They demonstrate uploading a PowerPoint template file called “the kevin cookie company official.” After the upload, the speaker highlights the importance of converting this document repository to a template repository using the SharePoint Online Management Shell. Instructions are provided on how to download, install, and launch the SharePoint Online Management Shell. The speaker then details the login process, including steps for those with multi-factor authentication. Finally, they prepare to run a PowerShell script to convert the document repository into a template repository so that Word, Excel, and PowerPoint can access the respective templates.

00:09:00

In this part of the video, the presenter explains how to set up a document repository in SharePoint as an office template library. They demonstrate copying the library URL from SharePoint, customizing a command to specify the URL and setting it as a template library, and running the command. The presenter highlights the need to wait for the changes to propagate due to caching. Once set up, any user with access can add files to the repository, making them available in Word, Excel, and PowerPoint start pages. Finally, they show the successful integration in PowerPoint, where organization-specific templates are now displayed alongside default Microsoft templates.

00:12:00

In this part of the video, the presenter demonstrates how to add custom branded organization templates to the PowerPoint start page on the web. They show a folder named ‘templates’ that matches a folder name assigned in SharePoint, containing the ‘Kevin Cookie Company’ official template and a sample template. The goal is to make it easier for employees to use the correct branding, preventing mistakes during presentations to customers and partners. The presenter also encourages viewers to like the video, subscribe for more content, and leave comments with suggestions for future topics.

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