Learn about editing content types.
- [Instructor] After you create your content types,…there may be a need to update the content type…by adding or removing site columns…or even changing which columns are required,…optional, or hidden.…Let's update the parent content type Sales Document…and add the Client Name field.…From the Content Type Site Gallery…go ahead and select the Sales Documents…and then select Sales Document.…Let's Add from existing site columns,…and choose Client Name,…and click Add,…and, finally, OK.…
We've added this to this Sales Document content type.…Let's look at what it did for the Sales Lead.…Again, from the Content Type Gallery,…filter for the group,…and then select the document.…Notice now the Client Name column is also here,…because it inherited from the parent.…If needed, we can also change these to required…and reorder them as necessary.…
Now that we have all of our content type started,…we're going to make this functional…for creating documents automatically.…
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: Editing a content type