How to use HM templates within MS Teams

How to use HM templates within MS Teams

To add a blank Word, Excel & PowerPoint document, see below:

  • Go to the client within Teams
  • Go to the channel you want to add the document to
  • Select file
  • Select new
  • Select which template you need

If you want to use a HM template see below:

  • Go to the template channel under HM Teams folder
  • Select files
  • Select the template you require
  • Select editing
  • Select open in desktop app
  • Once open click file
  • Then save a copy
  • DO NOT put any content in until you have saved a copy

Still stuck? Please message Sarah Gibson on Teams for more information.