Friday, August 22, 2014

Add multiple Office templates to a document library

Create a content type for a document template
  1. Go to the top level of the site collection and select Site Settings from the Site Actions menu.
  1. Under the Galleries section of the Site Settings page, click Site content types.
  1. Click Create at the top of the Site Content Type settings page.
  1. On the New Site Content Type page, do the following:
  • Type “PowerPoint” in the Name field.
  • Type “Create new presentation in this library” in the Description field.
  • Select Document Content Types from the Select parent content type from drop down list.
  • Select Document from the Parent Content Type drop-down list.
  • Click OK.
  1. On the Site Content Types > PowerPoint page, under Settings, click Advanced Settings.
  1. In the Document Template section, select Upload a new document template, click Browse, and then double-click a PowerPoint slide or template that you want to use.
  1. Click OK.
Display the new template as a choice when creating new documents
  1. Navigate to the library to which you want to associate the new content types.
  1. On the Library tab of the ribbon, click Library Settings. If you are working with a list, click List Settings.
  1. Under General Settings, click Advanced Settings.
  1. In the Content Types section, click Yes under Allow management of content types, and then click OK.
  1. On the Library Settings page, under Content Types, click Add from existing site content types.
  1. On the Add Content Types page, select All Groups under Select site content types from.
  1. Under Available Site Content Types, look for and select the new content types to associate to this library and click Add.
  1. The next time you click New on the ribbon for the library you want to add items to, the new template content types appears as choices in the drop-down list.
Save your customized library as a template
  1. Go the Document Library that you want to save as a template.
  1. Under Library Tools in the ribbon, click the Library tab.
  1. In the Settings group of the ribbon, click Library Settings.
  1. Under Permissions and Management, click Save document library as template.
  1. Type the file name, the template name and template description in the fields provided.
  1. If you want document libraries created from this new Document library template to include the items already in the document library, select the Include Content checkbox.

 NOTE    You must be a site collection owner to successfully complete this procedure.
  1.  NOTE    Note that, by default, the New Word content type exists under the Group Work Content Types section. This is typically the choice that is available to you when adding a new document to any Document Library.
    1.  NOTE    You must have Microsoft Office installed in order to create Office generated documents.
    1.  NOTE    You can also add a new Excel, OneNote or Word template by repeating the above steps for each file type.
       NOTE    You can create multiple and different templates of the same file type.

    Now that you have created content types for your PowerPoint, OneNote, and Excel templates, you need to add the content types to a Document Library. This step ensures that they will appear as choices from the New Document command on the ribbon.
    1.  NOTE    You can multi-select content types by pressing the <CTRL> key while clicking on several content types in the list.

    Now that you have created content types for your PowerPoint, OneNote, and Excel templates and added them to the Document Library, you can save this library as a template. In this way, you won’t have to repeat the steps above if you want something similar for another Document Library.
     NOTE    You must have Designer permissions to accomplish this task.



    http://www.codeproject.com/Tips/440704/Document-Library-Enable-New-Document-Edit-Document

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