[Autogenerated] Hi. In this lesson, I'm
going to show you how to add a template to
a document library. But before we begin, I
want to preface by saying What I'm going
to show you isn't exactly going toe work
the way we wanted to. However, it is
important for you to understand why it
didn't work. But rest assured, what I'm
going to show you is still important
information, and it is something you'll be
able to use in a different situation.
Let's begin. We're here in our sales
proposals library, and we have our content
type sales proposal. Now, we already
created this document. Proposal 01 and we
were able to surface our information from
the content type. I added this table, but
remember, our content type just creates
blank word document, but wouldn't it be
nice if our content type had a template
that already had that table and those
document properties in IT? What? We're
gonna look at doing that and adding a
template to this library. So what we're
gonna do is we're gonna click here and
create a new proposal. We're going to
start with our document here. We're gonna
close the SharePoint properties panel
because we don't have any properties yet.
Now I'm gonna add the table and you don't
have to watch while I do this. We walk
through all of this in a previous lessons,
so I'll be back in just a moment. All
right? We have our document. I've added in
the table all of our fields. We have our
document properties. This is what we're
gonna make the template from. So we're
gonna go to file and save as now, we're
not going to save it back to SharePoint.
What I'm going to do is actually just save
it to my desktop, and I'm going to save it
as a word template. And I'm gonna call
this proposal template, and it's going to
be I don't want it in the custom office
documents. What I want IT to do is save to
my desktop for our purposes. Alright, IT
saved. We're gonna close IT now. We're
back in our SharePoint library. We're
gonna go click on the new button, UI c ad
template. We're going to click on add
template and it opens up. We're gonna open
up right to our desktop if it's not in
your desktop. Go ahead and find wherever
you save that template, I'm going to
select my template proposal template, and
click on open. And now when we go to our
new button, there is the new template, the
proposal template. So let's go ahead and
let's open it. We're going to click IT.
It's gonna open up inward online, and we
get this window. The document you are
trying to open is a template. Would you
like to open and edit as a standard
document? Yes. That's exactly what we
want. We're gonna click. Yes, it's gonna
open here in word online, and everything's
a little bit messed up. And also, look at
this. Our fields are not editable. Let's
try and open in our desktop app. So we're
gonna go to the editing button and click
on open in desktop app. It's gonna open up
inward. And now our temple it is kind of
looking a little bit better. And now we
see that things are working the way we
want. So we're going toe pick some dates
Won't say today, the 24th of August, they
do, and what is our amount? Will say this
is gonna be a big contract for us. This
will be $20,000. Okay, we see that our
document is saving to sales proposals.
That is what we want. But we're going to
change the name. We're going to call it
Proposal 02 Okay, We'll wait till it's
done saving. All right, we're saved. Let's
go ahead. Let's close this. It's close
this. Let's close this. Let's come back to
SharePoint. And there is our document and
thes are all blank. What happened? UI?
Fill that information in. And if we come
here, select our document, go to the
information panel and it all it doesn't
give us any of that information because
this template is not connected in any way
to this content type. And even if we
wanted to go and open that document up
inward and go to file and info and show
all of our properties, none of those
SharePoint properties air here and we
can't add them. We can't actually connect
this template to this content type. You
can upload templates to a document
library. Like if you had a company
letterhead that you wanted people to use
in that document library or you want the
sales proposal form you could upload it
and use it that way. You can't connect it
to this content type now. I don't want you
to be fooled by this either. If we go and
click on edit New menu and we come down to
proposal template, we see these three
ellipses for more options. And when we
click on them, we have this option change
content type. It's still not gonna work,
right? Let me show you. I'm going to click
on that. And you see, it's using the
document content type. That's not what we
want when we select the drop-down UI see
sales proposal. And we think, Oh, man,
that's exactly what I want. I'm gonna
click there and select the content type.
Okay, Now come back here. Open up the
proposal template again, and it's trying
to open on word online. This document is a
template. Would you like to open and edit?
Yes. And it's still gonna open inward
online. Now, I know we set the properties
of the document library toe open the
desktop app, but you're still thinking
Okay, let's play this out. We still know
these don't work. We're gonna goto editing
and open in the desktop app and everything
looks great, But watch, we're gonna go and
fill this out. So let's say this is
company X. Y Z took a date, then will
select. Same day is today. Put in the
amount at 50,000. Big contract if we get
it. Okay, Come up here. We'll save it to
our document library and we will call this
one proposal 03 Okay, once it's done,
saving will close IT. We'll have to close
this UI Come back here. Let's refresh
There's our proposal three. None of our
content type data And even if we go ahead
and open this up and look at it here
inward online UI look at info. We don't
even see the properties from our content
type at all, so it just doesn't work. But
you can. Still, in fact, let's go ahead
and let's delete that. And let's delete
this proposal to as well, since neither of
those worked. But you can still add
templates to a document library that are
not part of a content type, so you could
go ahead and add things like maybe a
letterhead that you want people to use
when they're creating documents here in
this SharePoint document library. So now
you know how to add that template to a
document library? That's it for this
lesson. Thanks for listening. And I'll see you next time.