![]() In the example below, we’ll create a new library, create metadata, display and use the metadata, and finally, create a new document based on this template. The simplest way of working with templates is to modify the default template for a document library. Some of the menu locations are different with 2007 (Particularly with Word), but the capabilities are there. However, almost all of this capability is available in the 2007 family of products. Use A Library to Manage Your Document TemplatesĪll of the examples here are shown using the 2010 suite of tools (Office 2010, SharePoint 2010).I have described 3 walkthrough scenarios, each complete in its own right, but when taken together form a comprehensive template management strategy. ![]() It will also describe an approach that we use to help with their maintenance. This post is an attempt at demonstrating how templates can work with both libraries and document templates, taking full advantage of the metadata contained within SharePoint in the document. In many cases, this is because they are unaware of how to properly do so. ![]() While the concept of document templates has been in SharePoint for a very long time, and content types since SharePoint 2007, I often find that many organizations don’t take complete advantage of their power, or don’t use them at all.
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