Join Shari L Oswald for an in-depth discussion in this video Creating a template library, part of SharePoint Advanced: Document Creation and Automation.
- [Instructor] We've planned where we want…to create our document template library.…Now let's go ahead and create it.…In the upper right-hand corner,…first click the tools menu,…and then select Add an app.…Keep in mind you will only be able to create a library…if you are a site administrator…or if you have full control access of the site.…In this case, we want to select Document Library.…And then, as a best practice,…always click Advanced Options.…
Let's name our library templates.…Be sure to always add a description.…This gives you the opportunity to let people know…what the purpose of this particular library is.…I'm going to add Sales and Catering Templates.…At this point, we need to select whether…or not we want version history,…and I always suggest keeping version history turned on,…and then the Document Template,…this is going to be updated later,…but our default template is a Word document.…
Let's click Create.…Our document template library is ready.…From this point, we have a consistent location…where our team can locate…
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
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SharePoint for Enterprise: Data Managementwith 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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