Questions tagged [document-template]

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

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votes
4answers
8k views

Why is Word document created from template saved locally, instead of to the document library?

I have created a custom content type at the root of my Site Collection and set this content type to use a Word document template, which resides in a different document library on the root site. (The ...
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 ...
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 ...
5
votes
2answers
8k views

How do I create a new document in a document library according to a template in a workflow ?

I have a document library with a DOCX template file. I want to create DOCX file in this library in a workflow but I did not succeed. Before, I created a workflow in Sharepoint Designer to create a ...
5
votes
3answers
4k views

How to modify dropdown document template list visible when creating document library?

When creating a document library, and specifying the default document template, the dropdown list of templates out-of-the-box (OOB) includes 97-2003 format files at the top of the list. Users who do ...
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 ...
5
votes
1answer
2k views

How do you change the slide master in a slide library using Sharepoint 2007 and Powerpoint 2007?

I'm using a slide library in sharepoint 2007 in combination with powerpoint 2007. When I want to create a new presentation by using a slide that is stored in sharepoint I get a little problem. Copy ...
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 ...
4
votes
2answers
6k views

How do I configure a document library to create a new document using a custom template?

So I'm absolutely new to SharePoint 2010, and have been given a task as part of my internship and I'm stuck. When I click 'new document' in Document Library, I need to give option of selecting 1 of ...
4
votes
1answer
7k views

SharePoint Online Document Library: Create new document from custom templates

My users have a requirement in SharePoint Online to create new versions of Word and Excel documents from an existing document "template". The templates are simple pre-formatted Word or Excel docs. ...
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?
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 ...
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 ...
4
votes
1answer
505 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 ...
4
votes
1answer
9k views

Setting location of document templates in SharePoint document library in Office 2010 applications

One of the functionalities advertised for Office 2010 was that "People can access document templates stored in SharePoint 2010 via the New Document Wizard in Microsoft Office applications" (see page ...
4
votes
2answers
7k views

Hosting Office Templates in a Document Library (Office & SharePoint 2010)

I know, SharePoint added this wonderful feature with those document templates, where i can stick a document directly onto a library, and integrate it into SharePoint with some simple clicks (and an ...
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 ...
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 ...
3
votes
2answers
8k views

Creating a word document from a standard sharepoint list item

Can anyone point me in the right direction. I have a list in Sharepoint 2007 which is not a document library. From an item in the list, I can attach files quite happily using thestandard features. Now ...
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 ...
3
votes
1answer
896 views

Provisioning Custom Content Types and Document Templates

I am using a complete 2010 environment (SP,VS and Word) but when I provision my content type using XML, while it provisions everything and appears to work, when I create a new Word document from my ...
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 ...
3
votes
1answer
15k views

How can I add fields from an InfoPath form to a list? [duplicate]

Possible Duplicate: Can I display a field from a form in my form library view? I have a document library that uses an InfoPath form as the standard template. How can I have data from the form, ...
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 ...
3
votes
0answers
836 views

Updating a document library word template

We recently migrated to SP 2013. We have a document library that uses a word template containing column data from SP. Somehow during the migration, the properties in the word documents were broken so ...
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 ...
2
votes
3answers
220 views

Use list or doclib?

I've got a list with a few thousands items. (It is a list of users that have completed some course.) Sometimes a user would like to have a course diploma printed. How could we achieve this? ...
2
votes
3answers
7k views

Copy document from one site to another..?

,I need to build something (using a sandboxed solution?) to demonstrate that SharePoint has the ability for users to copy a document (with its attributes) from a doc library in one site to a doc ...
2
votes
1answer
15k views

Sharepoint 2013: How to generate programmatically a document from a template

I had to generate a document from a template. I have a Content Type with associated a Template (a .dotx file). How can I do to create a document (programmatically) from that template? I tried this ...
2
votes
2answers
325 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 ...
2
votes
2answers
2k views

Open office document templates as new document?

In a document list my customer stores word document templates with appropriate file types [.dot | .dotx | .dotm]. When a user access these documents, the familiar dialogue box opens with the question ...
2
votes
4answers
2k views

Document Properties Demotion from ListItem field is not working

I have a content type in a library configured with a word document as a template, it is the default content type. When creating via the UI from New item entering information into the DIP sets values ...
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 ...
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 ...
2
votes
3answers
686 views

Sharepoint 2010 + ContentType + Multilingue Document Template

I like to know if is possible to associate multiple DocumentTemplates into a ContentType? I create a ContentType "MY_CONTENTTYPE", so if i have 3 documents with the same content but in 3 different ...
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 ...
2
votes
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 ...
2
votes
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 ...
2
votes
1answer
2k 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)]::...
2
votes
1answer
7k views

Set the Document Template of a Document Library programmatically

I'm cross-posting this question from Stack Overflow. I am creating a Document Library from an event receiver. I would like to change the Document Library to a custom Word document. In the user ...
2
votes
1answer
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 ...
2
votes
1answer
446 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 ...
2
votes
1answer
198 views

DIP not displaying when doc template saved on SP

I have saved a document template and a Document Information Panel into a templates library in SharePoint 2013. If I associate the document template using a url to a content type (eg. http://pathto/...
2
votes
1answer
2k views

How to create a new document from a Document Template using Client Object Model

I require to programatically create a new document using the Document Template URL of the document Library and this requires to be done using the Client Object Model. I also require to do this without ...
2
votes
2answers
357 views

Can I create a template from a list?

Can I generate a word template, containing information from a list? Suppose I have a list containing "department addresses", and I want to generate letter heads for each department automatically, ...
2
votes
1answer
3k views

Excel new document template opens in Notepad

I have a document library with a custom document template. The template is an .XLTX file that I created using Excel 2010. It is associated to the library via a custom content type. The template ...
2
votes
1answer
847 views

Content Type, document template and forms authentication

I have a custom content type defined, with a document template, similar to below: <ContentType ID="0x010100120A74C7DFDA4C6fA8C3E519B41F421E" Name="My Excel Library" Group="My ...
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
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. ...
2
votes
1answer
191 views

Can I have multiple templates for a content type under “New Documents”?

I am a new SharePoint 2010 user. I have a situation where I need to add templates to a sharepoint library, so when a user selects "New Document" a list of templates displays. Multiple templates have ...