Download Templates Manager for SharePoint
for evaluators and Standard subscribers
You
are welcome to download any edition of Templates Manager.
You will get the full version, and it will work for
30 days.
If you subscribe to Templates Manager on Standard
level, you can register the new installation with the key
that you have already received from kalmstrom.com.
Editions
Templates Manager comes in three
editions: SPFX extension, Sandboxed solution and PowerShell
package All editions are included in the subscription, and
you may use and combine them as you like.
The SPFX extension only works with SharePoint Online, but
the sandboxed solution and the PowerShell package also support
SharePoint 2013, 2016, 2019 and SE.Download:
NOTE: Premium subscribers should not use the links above.
If your organization subscribes to Templates Manager
on the Premium plan, you will have your own, register free
copies of all three editions in your unique download place.
Evaluator Information
Best practises
Microsoft recommends use of many sites, instead of big sites
with multiple levels. The recommended way to test Templates
Manager is to create new sites for testing. Once the
testing is completed, you should start over by installing
Templates Manager in production sites. It is however
also possible to continue using the same installations.
Create a templates library
After the installation, you need to create at least one
templates library. When you click on the ‘Templates Manager’
button in a SharePoint library and no templates are loaded,
you will be prompted to create a “TMTemplates” library.
If templates are loaded from other sites, there will be
a 'Create a templates library' button below the list of
templates.
When the templates library has been created, you can select
to create example templates for the evaluation.
It might take up to ten minutes for new templates to show
up in other sites where Templates Manager is installed.
This depends on the SharePoint search engine and is
not a Templates Manager issue.
When all users should have access to all templates, you
only need to create one templates library, give all users
Read permission and add all templates there.
If you want to give different templates to different groups
of people, you can create more "TMTemplates" libraries with
different permissions.
Test example
Below is a simple example where Templates Manager
is installed in four sites and has three "TMTemplates" libraries.
We assume that staff only have access to their own department
site and to the Home site.
- Install Templates Manager in a site that
everyone has access to. Let's call it "Home" here. Add
a “TM Templates” library. As all users have access to
this site, the “TM Templates” library should contain
templates that everyone might need to use now and then.
- Install Templates Manager in a site for sales
people and add a “TM Templates” library. In this “TM
Templates” library, you should add templates for quotations,
contracts and other documents that the Sales staff might
need.
- Install Templates Manager in an IT site and
add a “TM Templates” library with templates for technical
documents needed by the IT staff.
- In the Production site, install Templates Manager
but create no “TM Templates” library.
Now you can test what happens in the specialized sites.
- When a Sales person clicks on the Templates Manager
button in any library, templates from the Home site
and from the Sales site will be displayed.
- When an IT person clicks on the Templates Manager
button in any library, templates from the Home site
and from the IT site will be displayed.
- When a person from the Production team clicks on
the ‘Templates Manager button in any library,
templates from the Home site will be displayed.
Languages
Templates Manager supports 10 languages, and the
language is automatically set to the same as the SharePoint
site. If the SharePoint language is not supported by
Templates Manager, English is used instead. The supported
languages are: Danish, Dutch, English, French, German, Italian,
Norwegian, Portuguese, Spanish and Swedish.
The templates may of course be in any language. The 10 language
support limitation is only for a few Templates Manager
buttons.
User permissions
Templates Manager users must have at least Contribute
permission over the document library where the templates
should be used. They must also have at least Read permission
on the "TMTemplates" library to get templates from it.
For installation permissions, see the download page
for each edition.
For more information about installation
and usage, refer to the
Templates Manager Manual.
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