Skip to main content
Question

Allow Users to Create Company Branded File

  • May 6, 2026
  • 0 replies
  • 8 views

We want to give our users a means of clicking a button (relay/workflow?) or adding custom documents to the “New” Menu where they can click a button and essentially get a copy of a company branded document. We want to use this so users can say, “hey, I need a document labeled at Internal/Proprietary”… without them having to reinvent the wheel everytime. 

In SharePoint you would create a custom template and add it to the “New” menu in there. 

 

I have yet to find an effective way to do this in box.