Questions tagged [document-template]

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

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Cannot Create Files on iOS

I set up a Sharepoint Onlie site and it is planned to be used mainly on mobile devices. Working with existing files works great, but there is a huge problem, which I did not expect beforehand. I ...
Cellcon's user avatar
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Office URI Scheme | Cannot use save location in Office 365

I have used the Office URI scheme successfully in the past to perform actions such as: Open an instance of a document template (template.dotx -> New Document.docx) Provide a suggested save ...
Tiago Duarte's user avatar
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Power Automate - Document Generation

I have a requirement to rebuild a Nintex workflow in Power Automate. This flow is about Document Generation. It’s fairly straight forward in Nintex, but not so much in Power Automate without a ...
Chris's user avatar
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How to run Word DOTM macro from SharePoint Online

I created a Word macro-enabled template (.dotm) in Office 365. The DOTM contains 3 simple macros - AutoNew with message, AutoOpen with message, and a Userform with simple data entry code. The DOTM ...
user107409's user avatar
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Sharepoint Asset Library - Office templates

I have created a SharePoint office library to store all our company templates (word, excel and PowerPoint). In the online version of PowerPoint, the folder with the templates have the same name as the ...
user3704742's user avatar
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Generate Word document from SharePoint with ability to include only selected elements

I was wondering if this was even possible. I'm attempting to create a report template for our internal auditors. They go out and do internal audits then put their findings in an audit report that is a ...
rilakkuma's user avatar
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1 answer
38 views

What series of tools would be best suited for a form collection and repository system within SharePoint?

I need to create a document library to hold temporary work instructions for a large company. The temporary work instructions are a controlled document or form which a person fills out online. Much of ...
Darrell Hensley's user avatar
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1 answer
813 views

PnP PowerShell: Copying to _cts folder with Add-PnPFile gives "Access denied"

I am creating a PnP PowerShell script to set up sites automatically in SharePoint Online. The final part of it is about deploying document templates to the content types that we are using. Having the ...
Gunilla's user avatar
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How to send images inside a multiline text field to a docx file

I have a multiline text field that is being used to gather all time of information (formated text, tables, images from sharepoint that are pasted here, etc.) I am using the Flow action to Populate a ...
Nuno Barbosa's user avatar
1 vote
1 answer
1k views

How to delete a template from the "New" menu?

I recently added a new Word document template in the "+ New" menu using "+ Add Template". It worked great. However, I now have a newer version of this template and would like to ...
AThat's user avatar
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How to use Document Properties from Sharepoint in Conditional IF Statements?

My question and objective are very similar to the question at this link, but unfortunately the answer didn't provide enough information for me to implement the proposed solution: How to use Document ...
Joel G's user avatar
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SharePoint 2013 designer workflow created documents inside library shows blank word document

I have one list and one library. The requirement is when any list item gets created automatically the 2013 designer workflow will create a corresponding record inside the library. The library uses one ...
Kailash Sahoo's user avatar
1 vote
1 answer
21 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 ...
Nagarajan's user avatar
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1 answer
130 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. ...
James Becks's user avatar
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1 answer
58 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: $...
Liz's user avatar
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1 answer
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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 ...
Yossi Alfia's user avatar
2 votes
1 answer
750 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 ...
Yossi Alfia's user avatar
5 votes
4 answers
3k 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 ...
SharePointNewbie's user avatar
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1 answer
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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.
Lesjtay 's user avatar
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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 ...
Robert's user avatar
  • 23
3 votes
2 answers
539 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 ...
Rothrock's user avatar
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2 votes
1 answer
514 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 ...
mish's user avatar
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1 vote
2 answers
728 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 ...
Dr H.'s user avatar
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1 answer
31 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 ...
Martin Muldoon's user avatar
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2 answers
3k 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 ...
Rohander's user avatar
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0 answers
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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 ...
David Mason's user avatar
0 votes
1 answer
66 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
naijacoder's user avatar
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2 answers
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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 ...
Amanda Richards's user avatar
0 votes
1 answer
33 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 ...
lmharmon's user avatar
  • 111
3 votes
1 answer
270 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 ...
Jondalar's user avatar
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1 answer
589 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 ...
Tally's user avatar
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1 vote
1 answer
2k 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' ...
Nathan R's user avatar
0 votes
1 answer
72 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 ...
LeonidasFett's user avatar
1 vote
1 answer
923 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 ...
Ruchi's user avatar
  • 41
1 vote
1 answer
17 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, ...
IrreverentMallard's user avatar
0 votes
1 answer
88 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
Shabbaranks's user avatar
0 votes
1 answer
127 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 ...
Lerina Garza's user avatar
1 vote
1 answer
2k 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 ...
Sophie Douglas's user avatar
7 votes
4 answers
513 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 ...
Ryden Choi's user avatar
3 votes
0 answers
764 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 ...
Cowborg's user avatar
  • 1,027
0 votes
0 answers
156 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 ...
Dhaval Kariya's user avatar
1 vote
0 answers
305 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 ...
Dave Robinson's user avatar
0 votes
1 answer
42 views

Template in document library

How to change Document template from word template to Web Part Page in doc library ? Thanks
Rany's user avatar
  • 455
3 votes
2 answers
9k 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 ...
Kim's user avatar
  • 215
1 vote
0 answers
30 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 ...
Michael Brandon Morris's user avatar
0 votes
1 answer
626 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 ...
mallu coder's user avatar
2 votes
3 answers
43k 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 ...
Ven's user avatar
  • 1,137
0 votes
1 answer
52 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 ...
user avatar
2 votes
1 answer
2k 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 ...
Luka Klarić's user avatar
1 vote
0 answers
477 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 ...
Gilbert's user avatar
  • 11