Specify where custom templates are saved

You can store custom templates on your computer or on a network location.
Personal folder
The default folder on your computer for the templates that you create. Only you can see the templates in this folder.
Workgroup folder
A network drive or SharePoint location that you specify for custom templates that you want to share with other team members. All team members must specify the same Workgroup folder and save their templates there.

To specify a new location for either folder, do the following:

  1. Choose File > Options
  2. In the Options dialog box, click the File Locations tab.
  3. On the Locations tab, next to the template location, click the Browse for folder button and specify the locations for your personal and shared templates.
When you open a new project, any local templates that you create are pinned at the top of the list under the appropriate heading. In this example, My Flowchart is a tool template and 4-Step Improvement and IDEAL Project are shared project templates saved in the Workgroup folder.
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