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Create a Word Template for a Content Type

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn the previous articles we have shown how to create a Quote content type and connect the content type to a SharePoint library. This has the advantage of giving just one option when users create new documents: a document with the content type columns will open in Word.

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

  1. Create a new document in a library that uses the content type.
  2. 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.)
  3. 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.
  4. Enter the column labels in the cells of the left column.
  5. 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.

    Word Properties
  6. Repeat step 4 for each row and select the other metadata columns.
  7. Save the document as a docx or dotx file.

Add the Word template to the content type

  1. In SharePoint, open the Site Settings and click on the Site Content Types link.
  2. Select the content type group and content type you want to add the template to.
  3. 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 demo.)
  4. 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.

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