In
this tutorial in the SharePoint Online from Scratch series,
Peter Kalmström shows how to create a Word template in SharePoint.
There are two ways to create a template. In the demo below
Peter is showing a simple way. It is quick, but it only
works in the classic interface.
In general Peter recommends to use a
content type template instead. That method is a bit
more complicated, but it has more benefits and works with
the modern interface as well. Additionally, this method
does not work in the same way anymore, so the article will
be removed as soon as the book SharePoint Online from
Scratch has been updated. By keeping the article with
this comment, we can reach readers of the current book version
with the information.
These are the easy steps to create a Word template:
Go to the Library tab and click on,Library Settings?
in the Settings ribbon group.
In the Settings page, click on the link,Advanced
settings.
In the Advanced Settings page, click on the link
'Edit Template'.
An External Protocol Request dialog will open.
Click on the Launch Application button.
A Word document will open..
Create your template, and then Save and Close the
document.
Now you have a Word template, but it will not open when
you click on the '+New' button. Instead, users have to open
to the ribbon FILES tab and click on,New Document > New
Document.
In the
next article we will show another way to have quick
access to the template.
Note: the Edit Template link mentioned at 3. above will
not be there if you have allowed management of content types
in the library. If you have done that, you probably want
to use the more advanced template option, refer to
our articles about
Content Types in SharePoint Online libraries.
Learn more about templates in the
Quotes articles!
In
this tutorial in the SharePoint Online from Scratch series,
Peter Kalmström shows how to create a Word template in SharePoint.
