Create a Document Library Template

A SharePoint Online Exercise by Peter Kalmstrom

SharePoint iconWhen you create documents directly in SharePoint you want them to have the same theme as other company documents. Solve that by adding a content type with a template file for each kind of document to a document library. Then you can save the library as a template that can be used in the whole site collection.

In this exercise Peter Kalmstrom, CEO of Business Solutions and Microsoft certified SharePoint specialist and trainer, explains how to do it. Peter creates a library template that contains document templates for Word, PowerPoint and Excel.

SharePoint Document Library templatesThe demo below is not new, and when Peter recorded it, the content types only worked with the classic library interface. Since then Microsoft has enhanced the modern interface, so now you can use the interface you prefer.

Peter recommends Internet Explorer in the video, but today Office files can be opened without problems in other browsers too.

Process for Library Templates Creation

  1. Create one new Site content types for each document type you wish to use.
  2. Upload one document with the company theme to each content type.
  3. Add the content types to the document library.
  4. Save the document library as a template.

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