Learn about how to assign a default template to the content type.
- [Instructor] Once your document becomes a template,…it's set in stone.…Just kidding.…Absolutely not.…As our documentation evolves, we may need to make changes.…The good news is if you need to update your template,…it does not alter previous documents created…from that template.…Only the new ones created from that point on.…Let's say, for example, that we're needing…an expiration date on our catering proposals,…and it's actually something we want to track…in the document properties.…In order to do that, first we need to add…the expiration date to the content type,…and you don't necessarily have to go all the way back…to the list settings to alter that.…
Let me show you a trick.…If you go to list settings from the tools menu.…And select library settings.…And then slide down to where you can see your content types.…In this case, it's the catering proposal.…Let's select that option.…Remember, all of our content types inherit from each other,…and when we added it to this library,…it kind of created a copy of the catering proposal.…
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: Updating your document templates