Learn how to create a document in a library using the content type template.
- [Instructor] Here we are in our event document library,…and this is where the rubber hits the road.…We've got everything in place and now we have a small event…that we need to create a catering proposal for.…Let's go ahead and add one to the document library.…To add a document, click new.…And then select the type of document you'd like to create.…So we're gonna select catering proposal.…Notice the placeholders for the information…on the lefthand side.…I could go page by page through this document…and figure out what those are.…But instead, let's open the properties panel.…
Let's click file.…And if needed, select the info section.…The properties are on the righthand side.…Let's click show all properties.…And notice some of our fields…are required indicated by the red box.…We're definitely going to need to fill those in.…But we can also fill in the other information.…For example, the company name.…The client name.…
The type of event.…And this is going to be a luncheon.…And our budget.…And don't forget to slide down…
Author
Released
10/25/2018- Why automate your documents?
- Planning your templates
- Creating a template library
- Working with content types
- Setting up the template library
- Building document libraries
- Creating and customizing document sets
- Adding a document to a library
Skill Level Advanced
Duration
Views
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Introduction
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1. Templates
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Planning your templates2m 4s
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Where to create a template2m 10s
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Creating a template library1m 22s
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Uploading your templates1m 24s
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2. Working with Site Columns
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What is a column?2m 34s
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What is a site column?3m 11s
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Planning your site columns2m 36s
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Creating a lookup list1m 22s
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Creating a site column5m 14s
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Editing a site column4m 6s
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3. Working with Content Types
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What is a content type?4m 9s
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Creating a content type4m 38s
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Editing a content type1m 23s
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4. Setting Up the Template Library
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5. Building Your Document Libraries
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Creating a library1m 3s
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6. Working with Document Sets
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What is a document set?1m 20s
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Creating a document set2m 40s
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Customizing a document set5m 50s
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7. Adding Documents to a Library
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Conclusion
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Next steps1m 25s
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Video: Adding a document to a library