Teams - Use Templates for Document Creation Tutorial

Use templates to create documents efficiently and consistently. Find out how to integrate templates into Microsoft Teams to save time and avoid accidentally losing reference files.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to effectively use document templates within Microsoft Teams to enhance productivity and maintain consistency in organizational documents.

Chapitres :

Introduction to Document Templates in Microsoft Teams
Document templates are essential tools within organizations that help save time and ensure consistency across various documents. This guide will walk you through the process of utilizing the template function built into Microsoft Teams.
Benefits of Using Document Templates
Using document templates offers several advantages, including: - **Time-saving**: Templates allow users to quickly create documents without starting from scratch. - **Consistency**: Ensures that all documents adhere to the same format and style, enhancing professionalism. - **Ease of Use**: Simplifies the document creation process, making it accessible for all team members.
Accessing Document Templates
To access document templates in Microsoft Teams, follow these steps: 1. Navigate to the **Files** tab of a channel. 2. Click on **Upload Template** or select **New** to find the template you wish to use. 3. Choose the file that will serve as your reference template.
Creating a New Document from a Template
Once you have selected your template, you can create a new document by: 1. Clicking on **New** and selecting the name of the template from the list. 2. Click on the template name to open it for editing. 3. Complete the document as needed.
Modifying or Deleting Templates
If you wish to modify or delete a template, you can do so by: - Clicking on **Edit** in the New menu. - Using the three dots next to the template name to select the desired option (modify or delete).
Conclusion
Utilizing document templates in Microsoft Teams is a straightforward process that can significantly enhance your team's efficiency and document quality. By following the steps outlined in this guide, you can ensure that your documents are consistently formatted and easy to create.

FAQ :

What is a document template in Microsoft Teams?

A document template in Microsoft Teams is a pre-designed file that helps maintain consistency across documents by providing a standard format for users to follow.

How do I create a new document using a template in Microsoft Teams?

To create a new document using a template in Microsoft Teams, go to the Files Tab, select the template you want to use, click on 'New', and then choose the template from the list. This will create a new document based on the selected template.

Can I edit or delete a template in Microsoft Teams?

Yes, you can edit or delete a template in Microsoft Teams. To do this, go to the New menu, click on the three dots next to the template name, and select the option you wish to use.

What are the benefits of using document templates?

Using document templates saves time and ensures consistency in document formatting, making it easier for teams to collaborate and maintain a professional appearance in their documents.

Quelques cas d'usages :

Standardizing Reports

In a corporate environment, teams can use document templates to standardize reports, ensuring that all reports follow the same format and style, which enhances readability and professionalism.

Onboarding New Employees

HR departments can create onboarding document templates that include necessary forms and information for new hires, streamlining the onboarding process and ensuring all required documents are completed.

Project Proposals

Project managers can utilize templates for project proposals to ensure that all necessary sections are included, making it easier to present ideas to stakeholders and maintain a consistent format across proposals.

Glossaire :

Document Template

A pre-formatted document that serves as a starting point for creating new documents, ensuring consistency in layout and style.

Microsoft Teams

A collaboration platform that integrates with Office 365, allowing teams to communicate, share files, and work together in real-time.

Files Tab

A section within Microsoft Teams where users can access and manage shared files related to a specific channel.

Upload Theme Template

The action of adding a new template file to Microsoft Teams for use in document creation.

Edit Menu

A menu option in Microsoft Teams that allows users to modify existing templates or documents.

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you certainly use document templates.

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They are valuable allies for saving time

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and maintaining the consistency of your documents.

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utilise the template function built into Microsoft Teams to stay efficient.

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You won't need to make a prior copy,

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nor risk accidentally overwriting the reference file.

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From the files tab of a channel in Teams,

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click on upload,

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then template,

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or from new,

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add a template.

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Select the file that will serve as a reference.

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From now on,

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by clicking on new,

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the name of the template appears in the list.

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Click on it,

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Teams will ask for the name of the new document

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and then open it for you to complete.

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If later you wish to modify or delete this template in new click on edit new menu,

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Using the three dots next to the template's name,

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select the option that interests you.

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Dentro da sua organização,

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certamente usa modelos de documentos.

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São aliados valiosos para poupar tempo

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e manter a consistência dos seus documentos.

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utilizar a função de modelo incorporada no Microsoft Teams para se manter eficiente.

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Não terá de fazer uma cópia prévia,

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nem correr o risco de sobrescritar acidentalmente o ficheiro de referência.

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No separador Ficheiros de um canal no Teams,

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clique em carregar,

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depois modelo,

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ou do novo,

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adicionar um modelo.

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Seleccione o ficheiro que servirá de referência.

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A partir de agora,

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clicando em novo,

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o nome do modelo é apresentado na lista.

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Clique nele,

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Equipas vão pedir o nome do novo documento

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e, em seguida, abra-o para que o conclua.

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Se mais tarde pretender modificar ou eliminar este modelo em novo clique em editar novo menu,

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Utilizando os três pontos ao lado do nome do modelo,

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seleccione a opção que lhe interessa.

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All'interno della tua organizzazione,

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sicuramente utilizzi modelli di documenti.

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Sono validi alleati per risparmiare tempo

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e mantenendo la coerenza dei tuoi documenti.

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utilizza la funzione modello integrata in Microsoft Teams per rimanere efficiente.

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Non sarà necessario effettuare una copia precedente,

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né rischiare di sovrascrivere accidentalmente il file di riferimento.

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Dalla scheda dei file di un canale in Teams,

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fai clic su carica,

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quindi modello,

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o da nuovo,

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aggiungere un modello.

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Seleziona il file che servirà da riferimento.

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D'ora in poi

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facendo clic su nuovo,

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il nome del modello appare nell'elenco.

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Cliccaci sopra,

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I team chiederanno il nome del nuovo documento

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quindi aprilo per consentirti di completarlo.

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Se in seguito desideri modificare o eliminare questo modello in un nuovo menu, fai clic su Modifica nuovo menu,

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Usando i tre puntini accanto al nome del modello,

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seleziona l'opzione che ti interessa.

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В вашей организации

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вы, конечно, используете шаблоны документов.

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Они являются ценными союзниками для экономии времени

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и поддержание согласованности ваших документов.

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используйте функцию шаблонов, встроенную в Microsoft Teams, для обеспечения эффективности.

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Вам не нужно будет делать предварительную копию,

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вы не рискуете случайно перезаписать справочный файл.

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На вкладке «Файлы» канала в Teams

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нажмите на кнопку «Загрузить»,

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затем шаблон,

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или из нового,

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добавьте шаблон.

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Выберите файл, который будет служить ссылкой.

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Отныне

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нажав на кнопку «Создать»,

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название шаблона появится в списке.

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Нажмите на него,

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Команды попросят указать название нового документа

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а затем откройте его для заполнения.

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Если позже вы захотите изменить или удалить этот шаблон в новом режиме, нажмите «Изменить новое меню»,

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Используя три точки рядом с названием шаблона,

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выберите интересующий вас вариант.

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Dentro de su organización,

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ciertamente usas plantillas de documentos.

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Son aliados valiosos para ahorrar tiempo

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y mantener la coherencia de sus documentos.

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utilice la función de plantilla integrada en Microsoft Teams para mantener la eficiencia.

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No necesitarás hacer una copia previa,

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ni corra el riesgo de sobrescribir accidentalmente el archivo de referencia.

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Desde la pestaña de archivos de un canal de Teams,

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haz clic en subir,

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luego plantilla,

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o de nuevo,

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añadir una plantilla.

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Seleccione el archivo que servirá de referencia.

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De ahora en adelante,

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haciendo clic en nuevo,

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el nombre de la plantilla aparece en la lista.

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Haga clic en ella,

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Los equipos pedirán el nombre del nuevo documento

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y, a continuación, lo abrirán para que lo completen.

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Si más adelante desea modificar o eliminar esta plantilla en una nueva, haga clic en el menú Editar nuevo,

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Usando los tres puntos al lado del nombre de la plantilla,

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selecciona la opción que te interese.

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Binnen je organisatie

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je gebruikt zeker documentsjablonen.

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Het zijn waardevolle bondgenoten om tijd te besparen

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en het handhaven van de consistentie van uw documenten.

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gebruik de sjabloonfunctie die is ingebouwd in Microsoft Teams om efficiënt te blijven.

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Je hoeft niet vooraf een kopie te maken,

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geen risico lopen om per ongeluk het referentiebestand te overschrijven.

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Vanaf het tabblad bestanden van een kanaal in Teams

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klik op uploaden,

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dan een sjabloon,

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of van nieuw,

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een sjabloon toevoegen.

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Selecteer het bestand dat als referentie zal dienen.

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Vanaf nu

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door op nieuw te klikken,

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de naam van het sjabloon verschijnt in de lijst.

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Klik erop,

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Teams zullen naar de naam van het nieuwe document vragen

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en open het dan zodat je het kunt voltooien.

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Als u dit sjabloon later opnieuw wilt wijzigen of verwijderen, klik dan op nieuw menu bewerken,

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Gebruik de drie puntjes naast de naam van het sjabloon

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selecteer de optie die u interesseert.

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W ramach Twojej organizacji,

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z pewnością używasz szablonów dokumentów.

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Są cennymi sojusznikami, którzy oszczędzają czas

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i utrzymanie spójności dokumentów.

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użyj funkcji szablonu wbudowanej w Microsoft Teams, aby zachować wydajność.

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Nie będziesz musiał robić wcześniejszej kopii,

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nie ryzykujesz przypadkowego nadpisania pliku referencyjnego.

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Na karcie Pliki kanału w programie Teams

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kliknij Prześlij,

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następnie szablon,

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lub z nowego,

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dodaj szablon.

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Wybierz plik, który będzie służył jako odniesienie.

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Od teraz,

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klikając nowe,

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nazwa szablonu pojawia się na liście.

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Kliknij na nią,

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Zespoły poproszą o nazwę nowego dokumentu

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a następnie otwórz go, abyś mógł go ukończyć.

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Jeśli później chcesz zmodyfikować lub usunąć ten szablon w nowym, kliknij Edytuj nowe menu,

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Używając trzech kropek obok nazwy szablonu,

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wybierz opcję, która Cię interesuje.

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A szervezeten belül,

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minden bizonnyal dokumentumsablonokat használ.

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Értékes szövetségesek az idő megtakarításához

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és a dokumentumok konzisztenciájának fenntartása.

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Használja a Microsoft Teamsbe beépített sablonfunkciót a hatékonyság megőrzése érdekében.

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Nem kell előzetes másolatot készítenie,

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a referenciafájl véletlenszerű felülírásának veszélye sem.

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A Teams csatornájának fájlok lapján,

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kattintson a feltöltésre,

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aztán sablon,

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vagy újból,

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sablon hozzáadása.

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Válassza ki azt a fájlt, amely referenciaként szolgál.

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Mostantól kezdve,

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az új gombra kattintva,

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a sablon neve megjelenik a listában.

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Kattintson rá,

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A csapatok megkérdezik az új dokumentum nevét

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majd nyissa ki, hogy befejezhesse.

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Ha később módosítani vagy törölni szeretné ezt a sablont, kattintson az Új menü szerkesztése elemre,

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A sablon neve melletti három pont használatával,

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válassza ki az Önt érdeklő lehetőséget.

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