Manage Document Templates in SharePoint

Manage Document Templates in SharePoint  

Scenario : When creating new documents from SharePoint site , they always use a blank template. We need to change that so that all new documents use the company theme and templates.Steps : 1.Template Creation : Create a template . The template can be word , excel , PowerPoint or any office document. Save the template.2.Now Create Content Type by going to site setting and click on “Site Content Types” in Web Designer Galleries

3.Now Click on Create Option as high lighted below

As Show in the Screen Shot Below

Name : Provide a Name to your templates

Select Parent Content Type : Document Content Types

Parent Content Type : Document

Note : We will add the content type into a new group.

Now you will be redirected to your Content Type. Click on Advanced Settings in Settings Section

Upload the template and Click Ok

Now go to Document Library - > Settings - > Advanced Setting

Tick Yes for Allow Management of Content Type and Click ok

In Library Settings Click on Add From Existing Content Types

Select the name of your custom group and Add the Template

Now you can see you Custom Template by Going to Document Library and Clicking on New