If you frequently create a certain type of document, such as a monthly report, a sales forecast, or a presentation with a company logo, save it as a template so you can use that as your starting point instead of recreating the file from scratch each time you need it. Start with a document that you already created, a document you downloaded, or a new template you customized.
Save a template
- To save a file as a template, click File > Save As.
- Double-click Computer or, in Office 2016 programs, double-click This PC.
- Type a name for your template in the File name box.
- For a basic template, click the template item in the Save as type list. In Word for example, click Word Template.If your document contains macros, click Word Macro-Enabled Template.Office automatically goes to the Custom Office Templates folder.
- Click Save.
Edit your template
- Click File > Open.
- Double-click Computer or This PC.
- Browse to the Custom Office Templates folder that’s under My Documents.
- Click your template, and click Open.
- Make the changes you want, then save and close the template.
Use your template to make a new document
Use your templates from earlier versions of Office
See Also
You can use Mobile Device Management for Office 365 to create device policies that help protect your organization’s information on Office 365 from unauthorized access. You can apply policies to any mobile device in your organization where the user of the device has an applicable Office 365 license and has enrolled the device in MDM for Office 365.
In this article:
Before you begin
- Learn about the devices, mobile device apps, and security settings that MDM for Office 365 supports. See Capabilities of Mobile Device Management for Office 365.
- Create security groups that include Office 365 users that you want to deploy policies to and for users that you might want to exclude from being blocked access to Office 365. We recommend that before you deploy a new policy to your organization, you test the policy by deploying it to a small number of users. You can create and use a security group that includes just yourself or a small number Office 365 users that can test the policy for you. To learn more about security groups, see Create, edit, or delete a security group.
- Important: Before you can create a mobile device policy, you must activate and set up MDM for Office 365. See Overview of Mobile Device Management for Office 365.
- To create and deploy mobile device management policies in Office 365, you need to be an Office 365 global admin. See Permissions in Office 365 Security & Compliance admin center.
- Before you deploy policies, let your organization know the potential impacts of enrolling a device in MDM for Office 365. Depending on how you set up the policies, noncompliant devices can be blocked from accessing Office 365 and data, including installed applications, photos, and personal information on an enrolled device, can be deleted.
Step 1: Create a device policy and deploy to a test group
Before you can start, make sure you have activated and set up MDM for Office 365. See Overview of Mobile Device Management for Office 365 for instructions.
- In Office 365, in the Security & Compliance Center, go to Data loss prevention > Device management.
- On the Device actions page, choose Device policies.
- Click on + Add.
- Specify a Policy name.
- Select a policy type from dropdown.
- Specify the requirements you want applied to mobile devices in your organization.
- On Who will get these settings? click on Change and search for the groups who will test the policy before you deploy it to your organization, and then choose Select.
- Click on Add to create the policy.
Each user that the policy applies to will have the policy pushed to their device the next time they sign in to Office 365 using their mobile device. If users haven't had a policy applied to their mobile device before, then after you deploy the policy, they’ll get a notification on their device that includes the steps to enroll and activate MDM for Office 365. Until they complete enrollment, access to email, OneDrive, and other services will be restricted. After they complete enrollment using the Intune Company Portal app, they'll be able to use the services and the policy will be applied to their device.
Step 2: Verify your policy works
After you’ve created a device policy, you should check that the policy works as you expect before you deploy it to your organization.
- In Office 365, go to Security & Compliance Center > Data loss prevention > Device management.
- On the Device actions page, check the status of user devices that have the policy applied. You want the State of devices to be Managed.
- You can also do a full or selective wipe on a device by clicking on Factory reset or Remove company data from Manage button after selecting a device. For instructions, see Wipe a mobile device in Office 365.
Step 3: Deploy a policy to your organization
After you’ve created a device policy and verified that it works as expected, deploy it to your organization.
- In Office 365, go to Security & Compliance Center > Data loss prevention> Device management.
- Click on Device policies
- Select the policy you want to deploy, and choose Edit next to Groups applied to.
- Search for a group to add and click on Select.
- Click on Close on Change setting.
- Click on Close on Edit policy.
Each user that the policy applies to will have the policy pushed to their device the next time they sign in to Office 365 from their mobile device. If users haven't had a policy applied to their mobile device, they’ll get a notification on their device with steps to enroll and activate it for MDM for Office 365. After they’ve completed the enrollment, the policy will be applied to their device.
Step 4: Block email access for unsupported devices
To help secure your organization’s information, you should block app access to Office 365 email for mobile devices that are not supported by MDM for Office 365. See Supported devices for a list of devices that are supported. To do this: