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Questions tagged [document-template]

A template that defines the properties of a specific type of document.

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0answers
19 views

Create new Office document in SPO modern document library

I have a custom content type added to my document libraries (nearly a thousand) and want users to be able to easily create Word, Excel and PowerPoint documents in it via "new item". However, after ...
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0answers
50 views

Quick Parts replacement with SharePoint Workflow

I've created a SharePoint Workflow that replace about 30 quick parts in a Word document. This is working fine when all fields are filled. In this case all quick parts are replaced. But if there are ...
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0answers
19 views

Is there a way to check out files for full compatibility with template before adding to a library?

guys! I've added my own template for the library I often use. It allows me to simply create new documents with the forms I need. But there is a question I can't answer by myself. Is it possible to ...
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0answers
36 views

Workflow creates a document item with an older template

We have a workflow in a List Item Library which will create a Document Item in a Document Library when a new item is created. Using the Create item action in SharePoint Designer, we define the ...
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1answer
54 views

Is it possible to use a powerpoint document as a document template

Just a quick question.I know we can use a word document (.dotx) as a docuent template.But will it be possible to use a powerpoint document? Thanks in Advance
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2answers
42 views

SharePoint Document Library Create New Document from workflow

I have a document library for a weekly meeting. I want the library to automatically create a new document every Tuesday afternoon. How can I set this up in a workflow to look at the date and create a ...
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1answer
25 views

Form Library InfoPath Document Template - Is there a way to digitally sign the form, plus any documents attached to the form?

I have a form library with a template created through InfoPath. The template allows users to attach additional documents to it. For audit purposes, each "page" (form + each attachment) needs to ...
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0answers
47 views

Display Document ID column in Document Template

I have a requirement to display Custom Document ID column value in the Document Template when a new document is going to be created in the Library. How can I accomplish that?
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1answer
59 views

Multiple content types in SharePoint 2013 Library

I was hoping to find an answer to my issue in this article but when adding multiple content types I run into a couple of issues. It works fine for .dotx templates, so I tried the same with an Excel ...
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1answer
212 views

Doc Library>Content Types>Assigned Template - giving error message “The operating system is not presently configured to run this application”

Created new document library and enabled 'Allow management of content types'. Created a new document content type, assigned columns to the CT. I've not done anything fancy or unusual. I've been ...
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1answer
241 views

Macro enabled template doesn't open Word in SharePoint Online 'New Experience'

I have created a new document content type and associated a dotm template to it to be used on a document list. When I'm in the classic experience of the list and select the template from the 'New' ...
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1answer
29 views

Opening and saving a excel document template in Excel 2010 throws SoapServerException

I have created a custom document library in SharePoint 2013 which has a custom content type. This content type, in turn, has a Excel document template (.xlsx). The content type also has a few custom ...
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1answer
352 views

how to insert html table to a content control in a word template in a document library

I have a word template on a document library. It has a rich text context control. I am creating an html table and updating in the same document library 'DescriptionRichText'column. The column is an ...
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1answer
11 views

Creating Folders To organize Templates in Sharepoint 2010

I have a library with a large number of custom document templates which I would like to organize based on type of document. As of now, users choose the document from the drop down under new document, ...
0
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1answer
37 views

Modify a Sharepoint App

I created a SharePoint App based on a document library (with content). How do I edit that app? By that I mean the folders within that app etc? Or do I have to create it again? Thanks
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1answer
85 views

User is getting Access Denied when trying to add new document from a customer content type

I have a user that is trying to add a document to a library using the New Document button. I signed in using his credentials and it worked fine, but when he tries from his computer he gets the access ...
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1answer
406 views

Fill the word document template with a data from sql database

Any ideas how to get data automatically from database in new document from word template? In word document, Some fields will be master data from database and readonly Is it possible? Appreciate ...
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4answers
376 views

How can I count Document library in Sites(SPWeb) Level?

I`m making SharePoint site Analysis program. And I have a question. In Sites(SPWeb) Level, I want to count document library. So I`m using SPWeb.DocTemplate Property like this. public class ...
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0answers
326 views

Excel document template does not show up in “New” on document library

My intention is to create three document templates (document, spreadsheet, presentation) exactly like this guide (https://www.youtube.com/watch?v=pkbMa09LBx0) very straight forward. I had no problem ...
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0answers
85 views

Document library document template versioning

I want to enable versioning with SharePoint 2013 document library document template but could not find an option. I searched on google but no luck. Does anyone know there is any option or a way to ...
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0answers
210 views

How to Display Version of Document Template?

I apologize if the title is unclear, but I couldn't think of a better way to explain the question concisely. For the record, we are running SharePoint 2013 on-premises. Basically, I am trying to see ...
0
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1answer
36 views

Template in document library

How to change Document template from word template to Web Part Page in doc library ? Thanks
3
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2answers
2k views

Where can I see the Forms folder of a document library?

If I open the link http://sharePointserver/nameofdoclibrary/Forms in my browser the library is empty. As I read there should be the document templates and the New Item etc forms in it. When I open ...
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0answers
25 views

Word template with rich text fields restricted to filling in fields only

I have a SharePoint list with several rich text columns. I have made a Word template for the list, with the columns added to the template as document properties. I would like to restrict editing of ...
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1answer
314 views

Is it possible to use a custom .xlsm file as the template for a document library?

I have a macro enabled Excel spreadsheet (.xlsm) that I want to use as a template for a form library. I want to know whether it is possible to do so? If not, is there any other way I can make all the ...
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3answers
38k views

The file is locked for shared use by domainName\user

I have a document library in a SP 2013 site. I have a document content type with a document template associated to it. Now, I have written an ItemUpdated event receiver which will update the document ...
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1answer
35 views

Document template connects to the wrong tenant/term store - sharepoint online

I have a word document template connected to a document content type that exists in two deployment environments (tenants) in SharePoint online. If I create a document using my account that has been ...
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1answer
860 views

How to create a new document using a .docx template in a workflow

First of all, I am new to Sharepoint, and I am having trouble with some stuff. I need to make a new word document in a document library using an existing .docx template. The new document should be ...
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0answers
393 views

SharePoint 2010: Use JavaScript to Create Document Library List Item from Content Type

I have two document Content Types with a Document Template attached. The Document Template has quick parts (document properties) that reference back to fields in the content type. We are required to ...
2
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2answers
1k views

Create New Document Without Opening

I have a document library with custom content type (template). When I click the "new" button in the library it lets me to choose the template for new document or folder (default functionality). Then ...
3
votes
1answer
3k views

Add OneNote to Document Library Templates?

I am trying to add a blank One Note document to the document web part so when a user hits the "+ NEW" button they have an option to create a new word, excel, power point or one note document, as shown ...
2
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3answers
663 views

Can I create/update a list item by uploading a document to a document library in SP2010?

I am looking for a way to capture data from a formatted word document users are currently using. Rather than create a list where the users input the information and it generates the document in the ...
0
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1answer
77 views

Content type referenced by another document library's template

This is my parent content type below. How can I reference this content type from another site collection's document library's template? I've tried using the DocumentTemplate and absolute URL to the ...
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0answers
108 views

What is the normal behavior of the ContentTypeID in the template document?

I developed a new Content Type with the name Excel. I created a new blank excel file on my local machine. This blank excel file is not created in SharePoint. I associated this template to my custom ...
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1answer
60 views

“Document1” created in addition to new document each time

Each time I select the New Document drop-down in the ribbon and a new document is created, I also end up with a document called Document1. I think it may have something to do with the settings for ...
0
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1answer
370 views

Document templates not displaying inside a document set

I have a document library which at the top has a series of templates when I open it up. (Site Contents > My Document library > New file First thing I did, was create a document set. The example is ...
2
votes
1answer
341 views

Sharepoint Document Library Template

Is there any way to make a custom form template that allows a user to input information via text boxes and drop down lists using aspx. I have a form built, but I'm not sure how to put it on the ...
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0answers
68 views

How to create a library template which can be updated and update existing libraries

I'd like to know if it's possible to create a document library template (eg called 'doclibrary') which can be used to create doclibrary1, doclibrary2 etc - but when the original doclibrary is udpate (...
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1answer
222 views

Use a template with macro on content type

I'm using Sharepoint 2013 and have some content type with word template. I need to add a macro on open document in my template. When i add my macro and save in dotm my template. The document generated ...
4
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1answer
461 views

Document Library Created Using Template Shows Field Internal Name

I have created a Document Library Template using "Save as template" option from library settings page. When I create a new document library using that template it shows a site columns internal name ...
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1answer
148 views

Newly created sites get old Content Type templates

We moved from _cts templates to a centrally stored template in _layouts some time ago but noticed recently that newly created site, for example with using New-SPSite, gets old content type templates ...
0
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1answer
219 views

Document_Open Macro Won't Start

I'm using a simple Document_Open macro to display a message box to anyone opening a Word form. This macro worked without a problem until I uploaded it as a document template in a SharePoint 2013 ...
0
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1answer
127 views

Update list item

I've developed an app which stores some data in a list. This triggers a workflow that makes a word document in a separate document library in the same site collection. All works fine so far. The ...
2
votes
2answers
289 views

Create doc in Doc Library with fields prepopulated

We are trying to accomplish this... From a page in a site, the user selects a value that is offered in a drop down based on who the user is in the organization. This drop down is in place already and ...
0
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0answers
303 views

Upload a dotx template in sub site's Document Library's Content Type

I have written a PowerShell script to upload a dotx template file in the document library for a custom site content type.Its working only at the root web level.But when I come to the sub web level's ...
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0answers
278 views

Document Template with Picture Placeholder

I'm working on setting up a SharePoint 2010 list to copy new data to a Document Library with a document template. This allows a new Word document to be automatically created with the template. (more ...
2
votes
1answer
1k views

Is it possible to generate a single Word document with content from multiple list items via a workflow?

I have a scenario where users will be adding list items to a custom list. Once a week, a single word document needs to be generated that includes content from all of the list items added that week. ...
2
votes
1answer
1k views

How to set document-template using PowerShell

<DocumentTemplate TargetName="/_layouts/CreatePage.aspx" /> How could I set this using powershell? $dst = [Microsoft.Office.DocumentManagement.DocumentSets.$dst.Update($true)]::...
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1answer
548 views

SharePoint 2013 document generation -Can't open document

I'm trying to use a document library to generate documents. I have created 6 content types (as I need multiple templates) and associated document templates to them. I read somewhere I should be ...
0
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1answer
570 views

Errors when creating OneNote document using SPD workflow

In our SP 2013 online environment we have the following situation: There is a document library that contains multiple content types (e.g. 'MG Document'). these content types are child types of '...