Tag Archives: 365

Using document templates in SharePoint (365 and on premise)

Document Library Templates

Each content type in a document library can be assigned an individual document templates. In the document library below, two different content types have been added, each with a different template.

Tony is here

To edit the word templates, open the site in SharePoint designer 2013.

SharePoint Designer

Open the document library.

SharePoint Designer

In the content types section, open the content type (in this case it is called Policy).

Content Types

In the ribbon select “Edit Document Template”.

Edit Template

This will allow you to create a dotx document which will be the template for this particular content type in this library. Once the template has been saved, it will be available as the main template for the content type.

Select Document

When users create a document using the Policy content type from the new menu, it will prompt them to enter a name for the new document.

Name Document

Please note that currently, the new templates will only open in Office Web Apps (online) if using Internet Explorer. Other browsers will prompt to open in the client application.

Office web Apps online