Questions tagged [document-template]

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

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17 views

Custom Business Powerpoint or word document template to be used in powerpoint and word in O365 Sharepoint

My requirement is when a user clicks to open a PowerPoint or Word document from a SharePoint document library. It should display all the business templates of my organization. Whenever I create a ...
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1answer
11 views

Creating Library from custom template

I have written some code which saves a Doc Lib as a template. I am wanting to create an identical copy of how the Doc Lib is set up content types, views etc but none of the files inside the library. ...
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1answer
28 views

How to read Custom template from SharePoint Site

I want read all custom document template and content type template which is used across site collection and sub site level using powershell. can someone suggest? Causing the multiple entries in CSV: $...
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1answer
20 views

SharePoint 2013 C# Event reciever choose specific template from document library

I have a document library with multiple content types of word templates. In my event receiver I need to choose the right template based on a field of the modified/created list item. Any ideas how to ...
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1answer
112 views

SharePoint Workflow to create pdf from list columns and attach to Mail

I need to generate a PDF from a newly created list item, and send an Email with this PDF attached. This task needs to be initiated at the server (Workflow/Service/PowerShell/etc). What is the best ...
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2answers
479 views

Use template for modern page - Set page template for the content type “Site Pages”

In the standard library for site pages I would like to configure a template for the content type "site pages". In the settings menu under library settings -> list content type -> advanced settings ...
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1answer
28 views

Create headers from csv file

I want to use a csv file to create headers in a document library or some other file type if that works better.
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9 views

Issues with content types Vs templates Vs NEW button entry names

We are using SharePoint Online via Office 365. I am pretty sure I am not the only one facing the sort of issues mentioned below, so I wonder what sort of workarounds you guys came with. We have ...
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1answer
31 views

How do I get newly created documents to end up in correct folders?

I've got quite a complex document library, with some folders that have strict access for certain users. I've created a content type and will add templates to the content type. If i clicke my way ...
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2answers
232 views

How to create new Document Template for pages library

We have a pages library that has two content types: CustomLink and CustomPage. CustomLink is based on the Link to Document and CustomPage is based on the Page. Both add some metadata, but nothing ...
2
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1answer
126 views

How to use Document Properties from Sharepoint in MS Word Field Codes?

I want to use Document Properties that are passed down from a document content type from Sharepoint in IF-Statements in Word (Field Codes). The goal is to automate contract creation using a template ...
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2answers
124 views

Cannot create document from template in document library

I have a fresh install of SP 2019 on premise. It will not let me create a Word document in a document library from a document template in the Modern experience. Create a new document library Click ...
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1answer
21 views

When you save a document library as a Template, can you save a security group with it?

I would like to have an app (Knowledge Libary) with automatically configured settings (like an alert when a document is uploaded). If I configure a Document Library and save it as a template, can I ...
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2answers
913 views

Change default name when a user creates a excel template from document library

This document library have a excel template, so every time a user clicks on new and selects the template book.xlsx gets created. Is there any possibility to change this default name to something else ...
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0answers
25 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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1answer
61 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
45 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
31 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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1answer
171 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
454 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
848 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
57 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
542 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
13 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, ...
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1answer
43 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
123 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
793 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
440 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
565 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
116 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
265 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 ...
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1answer
41 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
5k 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
28 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
457 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
41k 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
38 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 ...
2
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1answer
1k 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
432 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
2k 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 ...
4
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1answer
4k 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 ...
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3answers
1k 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
88 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
157 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
71 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 ...
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1answer
498 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
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1answer
442 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
76 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 (...
0
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1answer
253 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 ...
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1answer
491 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 ...