Starring a template
A star pins a template to the top of the grid in any tab. It’s a personal preference; your stars don’t change what your colleagues see.
The template floats to the top
Starred templates appear at the top of the active tab, regardless of any filter or sort.
Stars are stored against your account, not the browser; they ride with you to the Word add-in, Outlook add-in, and any browser you sign into.
Stars vs. tags
Stars and tags do different jobs. Use both.| Star | Tag | |
|---|---|---|
| What it does | Promotes a template to the top of the list, just for you. | Labels a template so anyone can filter to find it. |
| Personal or shared? | Personal; only you see your stars. | Shared; everyone sees the tags. |
| How many to use | Keep it short. A handful, max. | As many as the template warrants. |
| When to use | The two or three templates you reach for every week. | Every template, so they’re findable in six months. |
Sharing a template
Three sharing levels, set per template.Just me
Just me
Only you can see and use the template. Useful for drafts, experiments, or templates you’re still validating.
Specific people or teams
Specific people or teams
The template is visible to a list of named colleagues, a team, or both. Useful for templates that belong to a specific practice group or matter.
Everyone in your organisation
Everyone in your organisation
The template is part of your firm’s shared library. Anyone in the firm can see, run, and (if you grant edit rights) modify it.
Setting sharing for a template
Pick the access level
Choose Just me, add specific people or teams, or set the template visible to Everyone in your organisation.
Set permission per person
For each person or team, decide whether they can View only (run the template, but not modify it) or Edit (modify the template).
Cloning instead of editing
When you want a variant of someone else’s template without modifying theirs:
Tips for sharing well
Default to your team, not the whole firm
Default to your team, not the whole firm
A template shared firm-wide is hard to clean up later. Start with a team-level share; promote it to the firm when it’s been validated.
Document the template in its description
Document the template in its description
The template description is what colleagues see before running it. A one-paragraph “what this is for and when to use it” saves a lot of confusion downstream.
Restrict edit rights once the template is stable
Restrict edit rights once the template is stable
A template that’s been used dozens of times shouldn’t be edited casually. Lock down edit access; encourage clones for variants.
Star team-shared templates you want to use
Star team-shared templates you want to use
Next steps
Practice areas & tags
Make sure templates can be found before you decide who shares them.
Sharing & access
The full sharing model across projects, templates, and documents.