Content Template Word

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A SharePoint Online tutorial by Peter Kalmström

In the previous articles we have shown how to create a Quote content type and connect the content type to a SharePoint library. This has the advantage of giving just one option when users create new documents: a document with the content type columns will open in Word.
The metadata columns will however only be visible in the document's properties. To include them in the document body and make it easy for users to add metadata, you need to create a template. In the demo below Peter Kalmström, CEO and Systems Designer of Business Solutions, shows how to create such a template with content type columns.

Create a Word template to be used with a content type

  1. Create a new document in a library that uses the content type.
  2. Open the document in the desktop app and save it to your PC so that you can edit it. (The Internet Explorer workaround that Peter uses in the demo is no longer possible.)
  3. Insert a table with two columns and as many rows as you have metadata columns in the content type + one more row for the title.
  4. Enter the column labels in the cells of the left column.
  5. Place the mouse cursor in the first row of the right column. Open the Quick Part under the INSERT tab and select Document Property and then Title.
  6. Repeat step 4 for each row and select the other metadata columns.
  7. Save the document as a docx or dotx file.

Add the Word template to the content type

  1. In SharePoint, open the Site Settings and click on the Site Content Types link.
  2. Select the content type group and content type you want to add the template to.
  3. In the content type advanced settings, enter the URL to an existing template or upload a new one. (Peter uploads the Word document he created in the previous demo.)
  4. Make sure that the radio button for Yes at 'Update all content types inheriting from this type' is selected before you click OK.
Now the template will be used when you create a new document in the Quotes library.

In the next article we create a template from the Quotes library, so that you can create new libraries with the Quote content type in other sites in the site collection.

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Content types help make it easy to provide consistency across a site. You create or customize a content type with the characteristics that you want, such as a certain template, specific metadata, and so on. For example, when a user chooses an item from the New Item or New Document menu, you can ensure that customized content is used.

Separated by chapter, section, and subsection, this table of contents Word template provides a clear roadmap of your thinking for your readers. You can easily customize it to fit your needs—add or delete sections or chapters, add page numbers, even add a bibliography or acknowledgements. A template to work out the finer details and practicalities of how you write and manage your content.

  • Creating Table of Contents in Microsoft Word (Free Templates) Whether you are writing a book, large essay, dissertation, or other longer academic papers, you will have to include a table of contents. The table of contents will act as a roadmap for the reader to each portion of your writing.
  • Table of contents template (DOC) This Microsoft Word document can be saved to your computer to use as a template. It was created using Microsoft Office 2013 version of Word. Please email [email protected] if you have problems with the download.

Content types created in SharePoint admin center are saved to the SharePoint content type hub located at /sites/ContentTypeHub.

To learn more about content types, see Introduction to content types and content type publishing.

To understand how the built-in content types relate to each other, see SharePoint in Microsoft 365 default content type hierarchy.

To create a content type, follow these steps:

To create a content type

  1. Go to the SharePoint admin center.

  2. Under Content services, select Content type gallery.

  3. Select Create content type. The Create content type panel appears.

  4. On the Create content type panel, provide a name and description for the new content type.

  5. In the Parent content type section, from the Category and Content type dropdowns, select the content type that you want to base this content type on.

  6. In the Category section, you are provided two choices:

    • To put the new content type in an existing category, select Use an existing category, and from the Category dropdown, select a category.

    • To put the content in a new category, select Create a new category, and in the Category name box, provide a name.

  7. Select Create.

The new content type appears in the Content type gallery.

To change the name of a content type

  1. Go to the SharePoint admin center.

  2. Under Content services, select Content type gallery.

  3. On the Content type gallery page, under the Site content type column, select the name of the site content type that you want to change.

  4. On the content type page, on the menu bar, select Edit. The Edit content type panel appears.

  5. In the Name text box, change the name of the content type.

  6. When done, select Save.

Associate a document template with a content type

To make sure that documents have consistent content across a site, you can associate a Word, Excel, or PowerPoint template with a site content type.

Website Content Template Word

For example, you might want employees to use a standard Excel template when they create a weekly time sheet. If you associate the template with a Timesheet content type, every time someone uses the Timesheet content type, the correct template is automatically loaded in the worksheet.

You can make it even easier for users by adding the Timesheet content type to a library. Then, users can open the correct timesheet just by selecting Timesheet on the New Documents menu. To learn how to do this, see Add a content type to a list or library.

Document Templates Word

To associate a template with a content type

Website Content Template Word

  1. Go to the SharePoint admin center.

  2. Under Content services, select Content type gallery.

  3. On the Content type gallery page, under the Site content type column, select the name of the document-based content type that you want to change by associating a Word, Excel, or PowerPoint template.

  4. In the menu bar, under Settings, select Advanced Settings. The Advanced Settings panel appears.

  5. Enter the location of the template:

    • If the template is stored on your site, select Use an existing template, and then enter the URL for the template that you want to use. To edit the template, select Edit template.

    • If the document template is stored on your local computer, select Upload a new document template, and then select Upload. From the explorer page, locate the file that you want to use, select it, and then select Open.

  6. Under Permissions, to select whether the content type can be modified, select either Read or Edit. You can change this setting later from this page by anyone with permissions to edit this content type.

  7. Under Update site and lists, if you want to update all site and list content types that inherit from this content type with the settings on this page, select Enable.

  8. Select Save.

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