The metadata columns will however only be visible in the
document's properties. To include them in the document body
and make it easy for users to add metadata, you need to
create a template. In the demo below Peter Kalmström, CEO
and Systems Designer of kalmstrom.com Business Solutions,
shows how to create such a template with content type columns.
Create a Word template to be used with a content type
Create a new document in a library that uses the content type.
Open the document in the desktop app and save it to your PC so that you can edit it.
(The Internet Explorer workaround that Peter uses in
the demo is no longer possible.)
Insert a table with two columns and as many rows
as you have metadata columns in the content type + one
more row for the title.
Enter the column labels in the cells of the left
Place the mouse cursor in the first row of the right
column. Open the Quick Part under the INSERT tab and
select Document Property and then Title.
Repeat step 4 for each row and select the other
Save the document as a docx or dotx file.
Add the Word template to the content type
In SharePoint, open the Site Settings and click
on the Site Content Types link.
Select the content type group and content type you
want to add the template to.
In the content type advanced settings, enter the
URL to an existing template or upload a new one. (Peter
uploads the Word document he created in the previous
Make sure that the radio button for Yes at "Update
all content types inheriting from this type" is selected
before you click OK.
Now the template will be used when you create a new document
in the Quotes library.
In the next
article we create a template from the Quotes library,
so that you can create new libraries with the Quote content
type in other sites in the site collection.