Create a content type and add site columns to the content type.
- [Instructor] It's now time to look at the documents…we're using for our events and see if we can identify…which content types make sense for us.…Before we create any content types,…let's revisit our planning sheet.…I've done a little work since the last time…we looked at this, but let's review.…Across the top, we've identified our documents.…And then down the middle, we've identified the properties…including the name and the data type of those fields.…What might look a little different to you…are the Rs, the Os, and the asterisk…that's on the right-hand side.…I've replaced the Xs that we put there earlier…and replaced them with Rs and Os and then the asterisk.…
The R indicates that the column is required…for that document.…The O indicates that that column is optional.…The asterisks are for those fields…that SharePoint creates for us by default…that we didn't even have to work for.…In creating this document, I realize that we have…two separate types of documents we want to create,…the sales documents and the events documents.…
AuthorShari L Oswald
- 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
SharePoint: Compliance Managementwith Tiffany Songvilay1h 25m Intermediate
SharePoint for Enterprise: Create Web Surveyswith Gini von Courter52m 28s Intermediate
SharePoint for Enterprise: Data Management (2018)with Phil Gold1h 45m Intermediate
2. Working with Site Columns
3. Working with Content Types
4. Setting Up the Template Library
5. Building Your Document Libraries
Creating a library1m 3s
6. Working with Document Sets
7. Adding Documents to a Library
Next steps1m 25s
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