Next, browse to the document template on your computer to upload it, click OK.Click New, then +Add template at the Document Library header.Here is how to add the templates directly to the library: This method is meant for a quick way to add templates when you do not need consistency in terms of metadata that comes with Content Types and Document Sets. It is an ability to add document templates right from the front-end of a document library. There is a new way to store and reuse document templates in SharePoint which has been added to the list of features relatively recently. (file name prefixed with the document set name) 5. This is where you set Document Set default content (document template)Īnd this is how it looks when a new document set is created I provided instructions on how to create a document set (and set its template) here. For example, if you have a Budget.xlsx file as a document template within a document set, once a new document set is created, the file name will be -Budget.xlsx. This might be a great way to differentiate between template files and other files within a document set. One stark and a very beneficial difference is that you can configure templates within document sets to carry a suffix of the document set name. Just like with the site template, every time you create a new document set, document templates will be part of it. Document Set, being a special Content Type, also allows storing of document templates. Document Sets can be a great way to organize small, yet repeatable projects. I blogged about a Document Set previously. This is where we associate a document template to a Content TypeĪnd this is how it looks to the End Users when they create new files (based on a template) 4. ![]() This is where you need to click to set up a custom document template The template can be any file type, Word, Excel, PowerPoint, etc. Say, you have a content type “Contract.” You can associate a company document template for contracts to this content type, such that whenever a user clicks on the New button from within a document library, he or she will be presented with a fillable Word Document, instead of the default blank word document. One of the key features of the content type is its ability to associate a document to it. If you are into taxonomy and metadata, you probably heard about content types.
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