Customize the Document View Page
A SharePoint Online tutorial by Peter Kalmström
In the previous demo Peter Kalmström, CEO and Systems Designer of kalmstrom.com
Business Solutions, showed
how to create a Word template for a classic SharePoint document library.
You have probably seen in the previous demo,
that if you click on the '+ New' button
to create a new document, the template that you have specified is not used.
The only way to get that template is open the FILES tab and click on ‘New
Document > New Document’ in the New ribbon group.
In this tutorial in the SharePoint Online from Scratch series, Peter
is showing a solution to this problem. You must have your templates in a
file share for this solution to work.
Peter adds a web part to the Document view page, and in that web part he adds
a link to the template that should be used. He is still using the classic
library interface, because the modern interface cannot be customized with
Add a web part to the Document view page
- Go to the Settings gear on the top right of the page and select ‘Edit
- Click on the link – ‘Add a Web Part’
- In the ‘Media and Content’ category, select the ‘Content Editor’ web
- Click on ‘Add’ and go to the web part tool pin
- Expand the web part tool pin accordion and click on ‘Edit Web Part’
- (To remove the web part caption, expand “Appearance under ‘Test Link’
and scroll down to the ‘Chrome Type’. Select ‘None’ and click on ‘Apply’.)
Insert a link in the Content Editor web part:
In this demo Peter is also showing how to:
- Write a display text in the Content Editor web part and select it.
- Open the INSERT tab and expand the ‘Link’ accordion
- There are two options. Select ‘From Address’
- Enter file: // and then the file share address
- Click OK
- Add any additional text needed in the Content Editor web part
- Open the ‘PAGE’ tab and click on ‘Stop Editing’
- Drag and drop templates in the library
- Edit the document in Word Online.
- Rename a document.