From the course: SharePoint Advanced: Document Creation and Automation
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Adding custom columns to your template - SharePoint Tutorial
From the course: SharePoint Advanced: Document Creation and Automation
Adding custom columns to your template
- [Instructor] Wouldn't it be nice if when you created a new document from a template, it would do some of the work for you? In this video, we're going to show you how to add those properties to the template so that when you create a new document, it works similar to a mail merge. Let's look at our sales lead document. Looking at the form, those fields at the top should look familiar to you. Those are those custom columns that we created in our content types. We are going to add those columns into those fields so that they will auto fill for us. To do that, we need to use the full functionality of Word. This capability is not available in the browser version so let's click Edit in Word. Let's start adding some of our document properties to this document. The document properties are in a special place under the Insert tab. And in the text group, expand the Quick Parts option. There are two sections in here that you might be interested in. The first one is the Document Property and you…
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