Rebranding a Master Template, then transferring an entire document set into it cleanly

The challenge

This state government health department was undergoing an organisation-wide branding update, and needed fully functional templates that matched the new visual identity, not just updated logos dropped into the old layouts.

A single Master Template needed to be published to the organisation's intranet, where staff across the whole company could download it whenever they needed to create a new document.

Beyond the new template itself, every piece of existing documentation across the organisation needed to be brought into the updated format and re-uploaded, so the whole document set stayed consistent, on-brand and easy for every team member to use, rather than leaving a mix of old and new templates in circulation.

Our approach

1. 01

   Building the new Master Template

   We built a new Master Template aligned with the organisation's updated branding, ready for publication to the intranet so staff across the company could download and use it directly.

2. 02

   Adding a Quick Part for a repeating element

   We added a small Quick Part to streamline one of the template's repeating elements, making it easier for staff to apply the correct formatting whenever that element was needed, without having to rebuild it manually each time.

3. 03

   Transferring the existing document set

   With the Master Template complete, we used our in-house transfer process to move all of the client's existing documents into the new format, rather than requiring the client to rebuild each document from scratch.

4. 04

   Refining and checking each document

   Our transfer process ensures content comes across cleanly and without corruption, after which we carry out a small amount of manual refinement on each document, applying the correct styles and checking the layout to confirm it aligns fully with the updated branding.

The outcome

The organisation now has a single, consistent Master Template published to their intranet, reflecting the updated branding and available for any staff member to download whenever they need it.

The entire existing document set has been transferred into the new format, rather than left as a mix of old and new templates, giving the organisation consistency across everything staff produce.

Because the transfer process keeps content clean and free of corruption, and is followed by manual style and layout checks, every transferred document aligns properly with the updated branding, making the whole document set easy to use and consistent for every team member.