Overview
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Learn how to automate document creation for commonly-used documents in Microsoft SharePoint.
Syllabus
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Introduction
- Why automate your documents
- Demo of automated document creation
- What is a template?
- Understanding document properties
- Planning your templates
- Where to create a template
- Creating a template library
- Uploading your templates
- What is a column?
- What is a site column?
- Planning your site columns
- Where to create a site column
- Adding a site column to a library or list
- Creating a lookup list
- Creating a site column
- Editing a site column
- What is a content type?
- Creating a content type
- Creating a child content type
- Editing a content type
- Adding a content type to a library
- Assigning templates to a content type
- Adding custom columns to your template
- Updating your document templates
- Assigning a template to a content type
- Creating a library
- Enabling and adding content types
- Customizing the new document menu
- What is a document set?
- Creating a document set
- Customizing a document set
- Adding a document to a library
- Adding a document set to a library
- Adding a document to a document set
- Next steps
