1 00:00:04,040 --> 00:00:05,450 [Autogenerated] Hi. In this lesson, I'm 2 00:00:05,450 --> 00:00:07,490 going to show you how to add a template to 3 00:00:07,490 --> 00:00:10,150 a document library. But before we begin, I 4 00:00:10,150 --> 00:00:11,940 want to preface by saying What I'm going 5 00:00:11,940 --> 00:00:14,510 to show you isn't exactly going toe work 6 00:00:14,510 --> 00:00:17,430 the way we wanted to. However, it is 7 00:00:17,430 --> 00:00:19,470 important for you to understand why it 8 00:00:19,470 --> 00:00:22,480 didn't work. But rest assured, what I'm 9 00:00:22,480 --> 00:00:24,260 going to show you is still important 10 00:00:24,260 --> 00:00:26,000 information, and it is something you'll be 11 00:00:26,000 --> 00:00:28,940 able to use in a different situation. 12 00:00:28,940 --> 00:00:31,450 Let's begin. We're here in our sales 13 00:00:31,450 --> 00:00:34,540 proposals library, and we have our content 14 00:00:34,540 --> 00:00:37,100 type sales proposal. Now, we already 15 00:00:37,100 --> 00:00:41,500 created this document. Proposal 01 and we 16 00:00:41,500 --> 00:00:43,970 were able to surface our information from 17 00:00:43,970 --> 00:00:48,010 the content type. I added this table, but 18 00:00:48,010 --> 00:00:51,440 remember, our content type just creates 19 00:00:51,440 --> 00:00:54,680 blank word document, but wouldn't it be 20 00:00:54,680 --> 00:00:57,100 nice if our content type had a template 21 00:00:57,100 --> 00:00:59,280 that already had that table and those 22 00:00:59,280 --> 00:01:01,890 document properties in IT? What? We're 23 00:01:01,890 --> 00:01:04,580 gonna look at doing that and adding a 24 00:01:04,580 --> 00:01:07,130 template to this library. So what we're 25 00:01:07,130 --> 00:01:09,180 gonna do is we're gonna click here and 26 00:01:09,180 --> 00:01:11,100 create a new proposal. We're going to 27 00:01:11,100 --> 00:01:13,530 start with our document here. We're gonna 28 00:01:13,530 --> 00:01:15,820 close the SharePoint properties panel 29 00:01:15,820 --> 00:01:18,340 because we don't have any properties yet. 30 00:01:18,340 --> 00:01:24,660 Now I'm gonna add the table and you don't 31 00:01:24,660 --> 00:01:26,880 have to watch while I do this. We walk 32 00:01:26,880 --> 00:01:28,980 through all of this in a previous lessons, 33 00:01:28,980 --> 00:01:32,020 so I'll be back in just a moment. All 34 00:01:32,020 --> 00:01:34,210 right? We have our document. I've added in 35 00:01:34,210 --> 00:01:37,440 the table all of our fields. We have our 36 00:01:37,440 --> 00:01:39,520 document properties. This is what we're 37 00:01:39,520 --> 00:01:40,980 gonna make the template from. So we're 38 00:01:40,980 --> 00:01:45,490 gonna go to file and save as now, we're 39 00:01:45,490 --> 00:01:48,340 not going to save it back to SharePoint. 40 00:01:48,340 --> 00:01:50,860 What I'm going to do is actually just save 41 00:01:50,860 --> 00:01:54,200 it to my desktop, and I'm going to save it 42 00:01:54,200 --> 00:01:57,080 as a word template. And I'm gonna call 43 00:01:57,080 --> 00:02:04,670 this proposal template, and it's going to 44 00:02:04,670 --> 00:02:06,840 be I don't want it in the custom office 45 00:02:06,840 --> 00:02:10,420 documents. What I want IT to do is save to 46 00:02:10,420 --> 00:02:14,340 my desktop for our purposes. Alright, IT 47 00:02:14,340 --> 00:02:18,040 saved. We're gonna close IT now. We're 48 00:02:18,040 --> 00:02:19,620 back in our SharePoint library. We're 49 00:02:19,620 --> 00:02:23,680 gonna go click on the new button, UI c ad 50 00:02:23,680 --> 00:02:26,030 template. We're going to click on add 51 00:02:26,030 --> 00:02:29,560 template and it opens up. We're gonna open 52 00:02:29,560 --> 00:02:31,330 up right to our desktop if it's not in 53 00:02:31,330 --> 00:02:34,250 your desktop. Go ahead and find wherever 54 00:02:34,250 --> 00:02:36,370 you save that template, I'm going to 55 00:02:36,370 --> 00:02:38,700 select my template proposal template, and 56 00:02:38,700 --> 00:02:42,460 click on open. And now when we go to our 57 00:02:42,460 --> 00:02:45,170 new button, there is the new template, the 58 00:02:45,170 --> 00:02:46,960 proposal template. So let's go ahead and 59 00:02:46,960 --> 00:02:49,840 let's open it. We're going to click IT. 60 00:02:49,840 --> 00:02:54,410 It's gonna open up inward online, and we 61 00:02:54,410 --> 00:02:56,320 get this window. The document you are 62 00:02:56,320 --> 00:02:58,140 trying to open is a template. Would you 63 00:02:58,140 --> 00:03:00,730 like to open and edit as a standard 64 00:03:00,730 --> 00:03:02,490 document? Yes. That's exactly what we 65 00:03:02,490 --> 00:03:05,110 want. We're gonna click. Yes, it's gonna 66 00:03:05,110 --> 00:03:08,670 open here in word online, and everything's 67 00:03:08,670 --> 00:03:12,570 a little bit messed up. And also, look at 68 00:03:12,570 --> 00:03:18,420 this. Our fields are not editable. Let's 69 00:03:18,420 --> 00:03:21,500 try and open in our desktop app. So we're 70 00:03:21,500 --> 00:03:23,090 gonna go to the editing button and click 71 00:03:23,090 --> 00:03:26,660 on open in desktop app. It's gonna open up 72 00:03:26,660 --> 00:03:29,330 inward. And now our temple it is kind of 73 00:03:29,330 --> 00:03:31,900 looking a little bit better. And now we 74 00:03:31,900 --> 00:03:35,790 see that things are working the way we 75 00:03:35,790 --> 00:03:41,650 want. So we're going toe pick some dates 76 00:03:41,650 --> 00:03:46,790 Won't say today, the 24th of August, they 77 00:03:46,790 --> 00:03:50,460 do, and what is our amount? Will say this 78 00:03:50,460 --> 00:03:52,720 is gonna be a big contract for us. This 79 00:03:52,720 --> 00:03:58,270 will be $20,000. Okay, we see that our 80 00:03:58,270 --> 00:04:01,340 document is saving to sales proposals. 81 00:04:01,340 --> 00:04:04,440 That is what we want. But we're going to 82 00:04:04,440 --> 00:04:09,840 change the name. We're going to call it 83 00:04:09,840 --> 00:04:15,630 Proposal 02 Okay, We'll wait till it's 84 00:04:15,630 --> 00:04:19,130 done saving. All right, we're saved. Let's 85 00:04:19,130 --> 00:04:22,530 go ahead. Let's close this. It's close 86 00:04:22,530 --> 00:04:26,200 this. Let's close this. Let's come back to 87 00:04:26,200 --> 00:04:33,540 SharePoint. And there is our document and 88 00:04:33,540 --> 00:04:39,440 thes are all blank. What happened? UI? 89 00:04:39,440 --> 00:04:43,080 Fill that information in. And if we come 90 00:04:43,080 --> 00:04:46,670 here, select our document, go to the 91 00:04:46,670 --> 00:04:54,620 information panel and it all it doesn't 92 00:04:54,620 --> 00:05:04,140 give us any of that information because 93 00:05:04,140 --> 00:05:10,440 this template is not connected in any way 94 00:05:10,440 --> 00:05:16,280 to this content type. And even if we 95 00:05:16,280 --> 00:05:20,240 wanted to go and open that document up 96 00:05:20,240 --> 00:05:33,210 inward and go to file and info and show 97 00:05:33,210 --> 00:05:37,960 all of our properties, none of those 98 00:05:37,960 --> 00:05:39,860 SharePoint properties air here and we 99 00:05:39,860 --> 00:05:45,640 can't add them. We can't actually connect 100 00:05:45,640 --> 00:05:52,270 this template to this content type. You 101 00:05:52,270 --> 00:05:56,160 can upload templates to a document 102 00:05:56,160 --> 00:05:58,030 library. Like if you had a company 103 00:05:58,030 --> 00:06:01,070 letterhead that you wanted people to use 104 00:06:01,070 --> 00:06:04,250 in that document library or you want the 105 00:06:04,250 --> 00:06:08,080 sales proposal form you could upload it 106 00:06:08,080 --> 00:06:11,300 and use it that way. You can't connect it 107 00:06:11,300 --> 00:06:15,090 to this content type now. I don't want you 108 00:06:15,090 --> 00:06:17,550 to be fooled by this either. If we go and 109 00:06:17,550 --> 00:06:21,520 click on edit New menu and we come down to 110 00:06:21,520 --> 00:06:24,210 proposal template, we see these three 111 00:06:24,210 --> 00:06:26,090 ellipses for more options. And when we 112 00:06:26,090 --> 00:06:29,220 click on them, we have this option change 113 00:06:29,220 --> 00:06:32,180 content type. It's still not gonna work, 114 00:06:32,180 --> 00:06:33,800 right? Let me show you. I'm going to click 115 00:06:33,800 --> 00:06:36,050 on that. And you see, it's using the 116 00:06:36,050 --> 00:06:38,980 document content type. That's not what we 117 00:06:38,980 --> 00:06:41,460 want when we select the drop-down UI see 118 00:06:41,460 --> 00:06:44,220 sales proposal. And we think, Oh, man, 119 00:06:44,220 --> 00:06:46,220 that's exactly what I want. I'm gonna 120 00:06:46,220 --> 00:06:50,540 click there and select the content type. 121 00:06:50,540 --> 00:06:55,310 Okay, Now come back here. Open up the 122 00:06:55,310 --> 00:06:59,060 proposal template again, and it's trying 123 00:06:59,060 --> 00:07:03,640 to open on word online. This document is a 124 00:07:03,640 --> 00:07:06,360 template. Would you like to open and edit? 125 00:07:06,360 --> 00:07:09,190 Yes. And it's still gonna open inward 126 00:07:09,190 --> 00:07:12,650 online. Now, I know we set the properties 127 00:07:12,650 --> 00:07:14,980 of the document library toe open the 128 00:07:14,980 --> 00:07:17,550 desktop app, but you're still thinking 129 00:07:17,550 --> 00:07:22,070 Okay, let's play this out. We still know 130 00:07:22,070 --> 00:07:24,340 these don't work. We're gonna goto editing 131 00:07:24,340 --> 00:07:31,160 and open in the desktop app and everything 132 00:07:31,160 --> 00:07:35,650 looks great, But watch, we're gonna go and 133 00:07:35,650 --> 00:07:38,940 fill this out. So let's say this is 134 00:07:38,940 --> 00:07:45,630 company X. Y Z took a date, then will 135 00:07:45,630 --> 00:07:53,790 select. Same day is today. Put in the 136 00:07:53,790 --> 00:07:59,160 amount at 50,000. Big contract if we get 137 00:07:59,160 --> 00:08:02,810 it. Okay, Come up here. We'll save it to 138 00:08:02,810 --> 00:08:06,370 our document library and we will call this 139 00:08:06,370 --> 00:08:12,170 one proposal 03 Okay, once it's done, 140 00:08:12,170 --> 00:08:19,140 saving will close IT. We'll have to close 141 00:08:19,140 --> 00:08:24,540 this UI Come back here. Let's refresh 142 00:08:24,540 --> 00:08:28,720 There's our proposal three. None of our 143 00:08:28,720 --> 00:08:32,740 content type data And even if we go ahead 144 00:08:32,740 --> 00:08:36,680 and open this up and look at it here 145 00:08:36,680 --> 00:08:44,390 inward online UI look at info. We don't 146 00:08:44,390 --> 00:08:48,550 even see the properties from our content 147 00:08:48,550 --> 00:08:54,330 type at all, so it just doesn't work. But 148 00:08:54,330 --> 00:08:57,090 you can. Still, in fact, let's go ahead 149 00:08:57,090 --> 00:08:59,920 and let's delete that. And let's delete 150 00:08:59,920 --> 00:09:04,570 this proposal to as well, since neither of 151 00:09:04,570 --> 00:09:08,360 those worked. But you can still add 152 00:09:08,360 --> 00:09:12,290 templates to a document library that are 153 00:09:12,290 --> 00:09:14,540 not part of a content type, so you could 154 00:09:14,540 --> 00:09:17,170 go ahead and add things like maybe a 155 00:09:17,170 --> 00:09:19,300 letterhead that you want people to use 156 00:09:19,300 --> 00:09:21,720 when they're creating documents here in 157 00:09:21,720 --> 00:09:24,970 this SharePoint document library. So now 158 00:09:24,970 --> 00:09:28,390 you know how to add that template to a 159 00:09:28,390 --> 00:09:30,530 document library? That's it for this 160 00:09:30,530 --> 00:09:40,000 lesson. Thanks for listening. And I'll see you next time.