Learn about how to tweak the order of the items in the New Document menu.
- [Instructor] Our templates and content types…are now available in the new document menu,…but they usually appear in the order…that they were added to the library.…We want to make sure this is useful to our catering staff…so we need to tweak this a little bit.…For example, you might want your choices…to appear in alphabetical order…or you might want them to appear…in the order that they would be created.…Let's switch these around a little bit.…To change the order in the new menu,…first go to the library settings…so let's click the tools menu…and select library settings.…
Scroll down to see the bottom of the content type section…and then select change new button order…and default content type.…There are two settings in here…that you need to pay attention to.…The first one on the left is whether this will be visible…in the new document menu or not.…Sometimes we need to remove that standard document option…out of the new menu…so that they use the content types that we provided.…Next, you need to place them in the position from the top.…
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
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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: Customizing the new document menu