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Customize the Document View Page

A SharePoint Online tutorial by Peter Kalmström

SharePoint icon 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.

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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 web parts.

Add a web part to the Document view page

  1. Go to the Settings gear on the top right of the page and select Edit page.
  2. Click on the link Add a Web Part.
  3. In the Media and Content category, select the Content Editor web part.
  4. Click on Add and go to the web part tool pin
  5. Expand the web part tool pin accordion and click on Edit Web Part
  6. (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:

  1. Write a display text in the Content Editor web part and select it.
  2. Open the INSERT tab and expand the Link accordion.
  3. There are two options. Select From Address.
  4. Enter file: // and then the file share address.
  5. Click OK.
  6. Add any additional text needed in the Content Editor web part.
  7. Open the PAGE tab and click on Stop Editing.
In this demo Peter is also showing how to:
  • Drag and drop templates in the library
  • Edit the document in Word Online.
  • Rename a document.

Learn more

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