Questions tagged [document-template]

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

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7
votes
2answers
4k views

Hide Empty Document Properties in word 2013

I have a SharePoint document library with a custom document template attached to it. This document template is having lot of Quick part fields , which will pull metadata column values from the ...
1
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1answer
1k 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' ...
2
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3answers
2k views

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

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. ...
5
votes
2answers
997 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 ...
0
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1answer
67 views

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 ...
0
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1answer
21 views

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 ...
1
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1answer
19 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 ...
0
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1answer
20 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. ...
0
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1answer
30 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: $...
1
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1answer
21 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 ...
2
votes
1answer
171 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 ...
2
votes
1answer
277 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 ...
0
votes
2answers
1k 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 ...
1
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0answers
786 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
29 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.
3
votes
2answers
343 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 ...
0
votes
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 ...
1
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2answers
208 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 ...
0
votes
1answer
23 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 ...
1
vote
1answer
517 views

How to update content type document template from templates list?

I have a single list at SharePoint root that contains document templates for content types (C scenario). This works and the template is being associated to child content types in lists. Now i added ...
1
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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 ...
4
votes
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 ...
5
votes
4answers
8k views

Empty word document created with template

I have a list with attached a 2013 workflow that should create a word document. I have followed this article. Unfortunately, no matter what I write in my template.docx template, the workflow created ...
0
votes
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
0
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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 ...
0
votes
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 ...
2
votes
6answers
4k views

One content type with multiple templates

I have a situation were I have to create multiple templates for one content type. I am aware that this can be achieved by creating multiple content type but I am trying to have multiple templates ...
1
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0answers
500 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 ...
3
votes
1answer
185 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 ...
0
votes
1answer
505 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 ...
3
votes
6answers
10k views

Creating Document with workflow: The file test.docx cannot be opened because there are problems with the contents

I have a document library with two custom content types. If I use the web interface and choose New Document -> MyCustomType the document template opens up and I can create and modify the document and ...
2
votes
2answers
5k views

Create document from template with REST API in javascript

I have a document library in my SharePoint Online tenant with a custom content type with some fields and a specific document template thats puts the metadata into the document. How should proceed to ...
0
votes
1answer
59 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 ...
1
vote
1answer
586 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 ...
4
votes
2answers
1k views

How to restrict/hide OOTB document libraries creation

Is there a way to restrict the out of the box document libraries like "Document Library" "Picture Library" etc and just have custom document libraries being shown in the pop-up below?
2
votes
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 ...
1
vote
1answer
15 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
votes
1answer
124 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 ...
0
votes
1answer
45 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
4
votes
4answers
13k views

How to hide the Document Information Panel when creating a new Word document from a .DOTX file which was on a sharepoint site?

The title more or less says it all. I have DOTX files in a document library which people can download and create new word files from. The library DOES NOT have required columns or any special custom ...
1
vote
1answer
1k 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 ...
7
votes
4answers
458 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 ...
3
votes
0answers
610 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 ...
0
votes
0answers
126 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 ...
1
vote
0answers
281 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
42 views

Template in document library

How to change Document template from word template to Web Part Page in doc library ? Thanks
3
votes
2answers
6k 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 ...
1
vote
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 ...
0
votes
1answer
498 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 ...
0
votes
1answer
39 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 ...