OneDrive Word Template Deployment: A Guide to Streamlined Documents

SharePoint/OneDrive Sync App Runs Word Templates saved on Cloud

Microsoft Word templates, .dotx, and .dotm extensions require a desktop environment to generate new documents correctly. Word templates accessed directly from SharePoint and OneDrive online open the template itself, NOT a new copy based on the template.

Sync from SharePoint Library

To sync files from SharePoint to a local OneDrive folder, open the desired library in SharePoint and click the ‘Sync’ button. (If the ‘Sync’ option does not appear, it may not be enabled. Contact your IT department for assistance.)

OneDrive Sync App Creates a Local Folder

Creating a New File Based on a Template in synced OneDrive folder

To use the template to create a new document, locate the file through File Explorer and double click or right click and select ‘New.’

Expedience Supports Flexible, Secure Deployment

With the Expedience solution, your proposal content library always remains 100% in your control. Users access the tools through custom Ribbons that are loaded automatically into Word. No other installation is required.

There is no other software required to fully utilize our applications other than Windows and MS Office. You may elect to centralize and distribute the Expedience file using a cloud platform such as SharePoint, Dropbox, OneDrive, etc., or on a network drive behind a secure firewall.