First off, I'm new to Sharepoint. With that out of the way, I have a document library based on a custom content type. When working with Sharepoint document libraries some users find the document info panel confusing, and depending on how they open it (in the browser vs the application) it doesn't display at all. I'm trying to simplify the process for them and ensure the metadata gets filled out, so rather than having users create new documents the usual way, I'd like to rework the flow as follows:
User clicks a "New document" link or button.
User is presented with a form to fill out the document metadata (as opposed to launching Word immediately or the upload document form). After they have filled this out, the new document is created with the metadata already saved to it and Word launches, allowing them to edit the document (which, by the way, is based on a Word template that is associated with this particular content type).
From my tinkering it doesn't appear that there is an easy way to accomplish this, though I'm wondering if it may be possible by creating a custom form to capture the metadata and on submission programmatically create the document and use the form post to update the metadata once it has been created. It looks like this may be possible using the REST api? Still another possibility as I see it would be utilize a workflow for this purpose? I see that you can create items via the Workflow Designer, so perhaps the form submission could start the workflow, which creates a document based on the necessary content type and Word template, then updates the metadata with the fields from the form? Do either of these sound feasible? Are there other avenues I should be exploring? I'm hoping to get some feedback that will point me in the right direction.