Some of our users spend considerable time customizing Outlook, Word, and Excel. These adjustments do not migrate with your Office account to a new device, though. Follow these steps to save your customizations.
Quick Access Toolbar and Ribbon
-
To export your Quick Access Toolbar settings, please navigate to File > Options > Quick Access Toolbar > Import/Export > Export all customizations
-
To transfer the Ribbon settings, go to File > Options > Customize Ribbon > Import/Export > Export all customizations
-
Save the file to Box
-
When you are ready to import, navigate back to the same location and choose Import customization file
-
Make sure to select the correct file for the application
- Your settings should be restored on your new device
-
Go through this process for each Office application that you have customized
Macros
- Enter the following path in the address bar of Windows Explorer
- C:\Users\%username%\AppData\Roaming\Microsoft\[Application Name]\XLStart
- Replace bolded brackets and wording with necessary info
- Enter Word or Excel for the application name
- C:\Users\%username%\AppData\Roaming\Microsoft\[Application Name]\XLStart
- Save all files in this folder to Box
- To import on your new device, copy and paste these files from Box to the same location on your new device.
- You may need to create the XLStart folder first
- You should now have access to your macros from that application
- Go through the same process for other app as needed
Templates
- Enter the following path in the address bar of Windows Explorer
- %appdata%\Microsoft\Templates\
- Save all files in this folder to Box
- To import on your new device, copy and paste these files from Box to the same location on your new device.
- You should now have access to your templates from that application
Navigation Pane
- To transfer your Outlook Navigation pane, enter the following path in the address bar of Windows Explorer
- C:\Users\%username%\AppData\Roaming\Microsoft\Outlook\
-
Save the .xml file to Box
-
To import on your new device, copy and paste this file from Box to the same location on your new device
-
Your side menu settings should now be restored
Contact the help center (help@uwadvancement.org) if you have any questions
Comments