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Using the TC Document Templates

Drew Keenan
  • Updated

TC ships a set of approved Word and PowerPoint templates that handle branding, heading styles, page numbering, and document structure automatically. Using them saves you time and keeps every document consistently on-brand.

Where the templates live

The templates live in the TC SharePoint Templates library under QMS. Your IT team can also deploy them to your local Word and PowerPoint as enterprise templates if you would rather create new documents from File > New.

The core set

  • TC_EXTERNAL_Document_Template.dotx: client-facing proposals, statements of work, assessments
  • TC_INTERNAL_Document_Template.dotx: internal briefing papers, procedures, reports
  • TC_Letter.dotx: client correspondence, formal notices, offer letters
  • TC_Checklist_Template.dotx: standalone checklists
  • TC_Opportunity_Overview.dotx: pre-sales opportunity overviews
  • TC_Statement_of_Works_Only.dotx: lightweight SOW without proposal wrapper
  • Policy.dotx and Procedure.dotx: internal policies and procedures
  • Total_Calibration_Slide_Deck_Template.pptx: full branded presentations
  • Total_Calibration_Slide_Deck_Template_Minimal.pptx: minimal clean branded presentations

How to use them properly

  • Always start from the template using File > New from template. Do not edit the template file itself
  • Use the built-in heading styles (Heading 1, Heading 2, Heading 3). The templates handle auto-numbering, table of contents, and table of figures
  • Use the Normal paragraph style for body text. Never No Spacing (it collapses paragraph spacing and produces dense, unreadable text)
  • Do not manually type section numbers. The template numbers them automatically based on heading style

File naming convention

Name the document using TC's standard format:

CLIENT PROJECT DOCUMENT-TYPE OP####

Examples:

  • SCCH SDS SP2019 Upgrade Proposal OP9999
  • MDP Microsoft 365 Migration Project Plan OP9323
  • COH Lanteria HR Renewal 2026 OP9118

Fonts

The templates use Albert Sans for body and headings and Barlow for subtitles and call-out boxes. Both must be installed on your workstation. If documents render in a fallback font, your IT team has the install package.

If the template breaks

If a template produces unexpected behaviour (broken numbering, missing styles, headers that will not update), do not work around it. Submit a support ticket so the template owner can fix it for everyone.

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