How to use YMCA Templates within SharePoint

No more need to save a local file or make copies! Simply choose your needed template from the drop down menu and get typing. Any questions, issues or requests can be sent to me, Mick at mcinnis.maceachern@eo.ymca.ca

Mick MacEachern
7 steps
2 minutes

Microsoft Login

Google

Sharepoint

Google Account

Scribe

You'll find that the new brand font, Verdana, as well as margin and paragraph styling are already applied to the documents. Outside of changing the font size and occasionally colour, you should not need to make any other edits to the documents. If you find that the available templates do not suit your particular needs, please reach out to me (Mick) with your needs and we can either work on a new template or adjust the current ones to suit youe needs.

Navigate to [https://ymcacanada.sharepoint.com/sites/YEO/](https://ymcacanada.sharepoint.com/sites/YEO/General/Forms/AllItems.aspx?viewpath=%2Fsites%2FYEO%2FGeneral%2FForms%2FAllItems%2Easpx)

Click "General"

Click "New"

Choose from the available templates. **Please note:** the top 3 items will remain regular blank documents regardless how many templates get added.

Get typing. **Please Note:** At the moment, these template files only exist in the General folder on YEO SharePoint. This means that you can be within ANY folder within General and still have access to the template files through the NEW drop down. Whatever folder you are in will be where the new document gets created. If you created the document in the wrong folder, you can always move the file to where you intended it to be. If the need exists, I can set templates to appear in any of the main folders (CEO, EA, General, Association, Childcare, Development, Facilities, Finance, HFA, HR, IT, MarCom, RKY, Special Projects). OR I can specify exact lower level folders where specialty templates could exist in a limited manner (so that the specialty templates are not easily accessed by others or needlessly clutter the main level template options).

If you are copying and pasting content from a separate source, it is best to paste the content "without formatting". This will ensure that the settings in the template documents are adhered to. **How to paste without formatting:** Ctrl + Shift + V (on PC)\ Cmd + Shift + V (on Mac) OR (from within your Word document) go to\ Edit > Paste Special > Select "Unformatted Text" OR If you have already pasted the text into the document, you can always select the text on the page and click on the "Remove Formatting" button in the Word Toolbar (the A with a little eraser next to it). YES, this will require you to set up any links or heading stylings etc. again, but, aside from simply starting from a fresh template file and typing your content out fully, this is the way to ensure styles remain consistent.

If the document you open appears to be blank or images that you expect to be present are not showing, it is likely that Word Online hides most graphics from view. To ensure you have the correct file, and to preview how the file looks before printing, it is handy to head to the View settings to see a preview.

**To preview your file before printing or to verify which template you have open:** Click "View"\ Click "Reading View"

**To revert back to your editable document:** Click "Edit Document"\ Click "Make quick changes right here using Word"

Any questions, issues or requests can be sent to me, Mick at [mcinnis.maceachern@eo.ymca.ca](mailto:mcinnis.maceachern@eo.ymca.ca)