1
00:00:03,940 --> 00:00:05,030
[Autogenerated] Hi. We're here in our

2
00:00:05,030 --> 00:00:07,730
sales proposals document library, And in

3
00:00:07,730 --> 00:00:09,810
this lesson, we're going to upload a

4
00:00:09,810 --> 00:00:12,510
template that can be used with our content

5
00:00:12,510 --> 00:00:17,170
type. We created this content type sales

6
00:00:17,170 --> 00:00:19,700
proposal to add the metadata to our

7
00:00:19,700 --> 00:00:23,300
documents that we see here in our library.

8
00:00:23,300 --> 00:00:26,330
The problem is, the template that the

9
00:00:26,330 --> 00:00:30,240
content type uses is just a blank page.

10
00:00:30,240 --> 00:00:32,420
What we're going to do now is uploaded

11
00:00:32,420 --> 00:00:35,820
template to the content type so that it

12
00:00:35,820 --> 00:00:39,180
can use that template. Now, we attempted

13
00:00:39,180 --> 00:00:42,340
that by uploading this proposal template

14
00:00:42,340 --> 00:00:44,180
and UI uploaded it here with the ad

15
00:00:44,180 --> 00:00:47,470
template option in this menu and the

16
00:00:47,470 --> 00:00:49,600
template work just fine. But it wasn't

17
00:00:49,600 --> 00:00:51,770
connected to the content type, so we

18
00:00:51,770 --> 00:00:54,640
didn't get our metadata. So since we know

19
00:00:54,640 --> 00:00:55,970
this one doesn't work, we're going to

20
00:00:55,970 --> 00:00:58,350
start by deleting IT. We're gonna click on

21
00:00:58,350 --> 00:01:01,470
edit new menu, and we're gonna come down

22
00:01:01,470 --> 00:01:03,920
to proposal. Template will click on these

23
00:01:03,920 --> 00:01:09,920
three ellipses and choose delete just so

24
00:01:09,920 --> 00:01:12,460
that there's no confusion. Now we need to

25
00:01:12,460 --> 00:01:16,040
make a new template from this content

26
00:01:16,040 --> 00:01:17,810
type. So we're gonna click on sales

27
00:01:17,810 --> 00:01:21,260
proposal and it'll open up inward and we

28
00:01:21,260 --> 00:01:24,090
have a blank document Now, this is very

29
00:01:24,090 --> 00:01:26,660
much like what we did when we created the

30
00:01:26,660 --> 00:01:28,940
previous template. We're gonna insert a

31
00:01:28,940 --> 00:01:31,320
table, and I'm gonna fill this out. I'll

32
00:01:31,320 --> 00:01:34,590
be right back. Okay, I'm back. I have my

33
00:01:34,590 --> 00:01:37,110
fields here. Now we need to add the

34
00:01:37,110 --> 00:01:39,160
document property. So I'm gonna click in

35
00:01:39,160 --> 00:01:43,820
this first row, go to insert, come over

36
00:01:43,820 --> 00:01:47,190
here to quick parts and choose document

37
00:01:47,190 --> 00:01:49,580
property. And we see the document

38
00:01:49,580 --> 00:01:51,940
properties from our content type. These

39
00:01:51,940 --> 00:01:54,810
are our SharePoint properties, which is

40
00:01:54,810 --> 00:01:59,840
trying to find here. Date submitted is the

41
00:01:59,840 --> 00:02:14,070
next one hard decision due date, the

42
00:02:14,070 --> 00:02:21,290
amount and our decision. Now, because this

43
00:02:21,290 --> 00:02:23,640
is going to be our template, we're not

44
00:02:23,640 --> 00:02:28,890
going to fill in these fields. And in

45
00:02:28,890 --> 00:02:31,410
fact, let me do one more thing. Gonna pull

46
00:02:31,410 --> 00:02:38,200
this down and we'll type in what? This is

47
00:02:38,200 --> 00:02:48,710
exactly. Okay, Now we're ready to save

48
00:02:48,710 --> 00:02:50,230
this as our template. We're going to come

49
00:02:50,230 --> 00:02:53,650
up here to our save button. We're not

50
00:02:53,650 --> 00:02:55,420
going to save IT here. We're going to save

51
00:02:55,420 --> 00:02:57,060
it back to SharePoint IT all. We're gonna

52
00:02:57,060 --> 00:03:00,180
click on more save options. Well, browse

53
00:03:00,180 --> 00:03:01,980
and again, we're not going to save it to

54
00:03:01,980 --> 00:03:04,810
SharePoint. We are going to save it as a

55
00:03:04,810 --> 00:03:08,460
template. So when UI change the document

56
00:03:08,460 --> 00:03:11,420
type two word template, it opens up

57
00:03:11,420 --> 00:03:13,840
automatically to the custom office

58
00:03:13,840 --> 00:03:18,640
templates folder in our documents folder.

59
00:03:18,640 --> 00:03:25,930
So we're gonna call this sales proposals

60
00:03:25,930 --> 00:03:31,170
template and save IT, and we see it is

61
00:03:31,170 --> 00:03:33,060
safe to this PC. That's good. We're gonna

62
00:03:33,060 --> 00:03:35,580
close it up. Nothing has happened here in

63
00:03:35,580 --> 00:03:38,430
SharePoint, and that's just fine. Now

64
00:03:38,430 --> 00:03:41,080
we're going to upload it to our content

65
00:03:41,080 --> 00:03:43,660
type. And to do that, we gotta go to the

66
00:03:43,660 --> 00:03:46,210
library. Settings were gonna click on our

67
00:03:46,210 --> 00:03:52,540
settings gear and go to a library settings

68
00:03:52,540 --> 00:03:54,610
from here. We're going to go down a little

69
00:03:54,610 --> 00:03:57,130
bit to our content types and we'll find

70
00:03:57,130 --> 00:03:59,090
our sales proposal content type. We're

71
00:03:59,090 --> 00:04:01,380
going to click on that so that we can edit

72
00:04:01,380 --> 00:04:04,110
IT. It opens up to the settings for that

73
00:04:04,110 --> 00:04:06,780
content type, and we need to go to

74
00:04:06,780 --> 00:04:11,040
advanced settings were gonna click there,

75
00:04:11,040 --> 00:04:13,570
and we see that the template that's being

76
00:04:13,570 --> 00:04:16,890
used for the content type right now is

77
00:04:16,890 --> 00:04:19,780
just this template dot D o t x. It's a

78
00:04:19,780 --> 00:04:23,680
blank word document. We're going to select

79
00:04:23,680 --> 00:04:26,020
this option to upload a new document

80
00:04:26,020 --> 00:04:29,310
template. We're gonna choose file. Now, be

81
00:04:29,310 --> 00:04:31,430
careful. This is that old proposal temple

82
00:04:31,430 --> 00:04:33,880
that we tried to use before. What we need

83
00:04:33,880 --> 00:04:39,270
to do is go here, Let me to our custom

84
00:04:39,270 --> 00:04:42,080
office templates. And there's the template

85
00:04:42,080 --> 00:04:44,430
we just created Sales proposal template.

86
00:04:44,430 --> 00:04:48,660
We're going to select that click open now

87
00:04:48,660 --> 00:04:51,440
before we click. Ok, one more thing.

88
00:04:51,440 --> 00:04:53,920
Should this content type B read, only the

89
00:04:53,920 --> 00:04:55,880
options are yes and no, no. Is the

90
00:04:55,880 --> 00:04:58,040
default. We're gonna leave it at? No,

91
00:04:58,040 --> 00:05:00,960
because we want people to be able to edit

92
00:05:00,960 --> 00:05:07,780
this document. We're gonna click. OK, I

93
00:05:07,780 --> 00:05:12,310
will go back to our document library. It

94
00:05:12,310 --> 00:05:13,990
doesn't look like anything happened, but

95
00:05:13,990 --> 00:05:15,850
when we opened this sales proposal, it

96
00:05:15,850 --> 00:05:20,240
should be using our new template. Let's

97
00:05:20,240 --> 00:05:22,770
open it up inward. There it is. It looks

98
00:05:22,770 --> 00:05:24,690
good. Let's go ahead and let's fill it

99
00:05:24,690 --> 00:05:33,350
out. Add in a company name, pick our

100
00:05:33,350 --> 00:05:40,370
dates. So far, everything is looking good.

101
00:05:40,370 --> 00:05:42,910
I'm feeling lucky. I think this is gonna

102
00:05:42,910 --> 00:05:45,140
be a nice big contract for us if we get it

103
00:05:45,140 --> 00:05:47,720
55,000 and will leave the decision that

104
00:05:47,720 --> 00:05:51,400
undecided for right now. Okay, Now, when

105
00:05:51,400 --> 00:05:53,680
we click on document, you see, it's not

106
00:05:53,680 --> 00:05:56,440
giving me an option here to save IT. And

107
00:05:56,440 --> 00:05:59,470
it's not got auto save on us. We need to

108
00:05:59,470 --> 00:06:01,640
save this document and we have to save it

109
00:06:01,640 --> 00:06:05,030
back to SharePoint now. So we're gonna go

110
00:06:05,030 --> 00:06:09,410
to more save options. Click on browse. Can

111
00:06:09,410 --> 00:06:11,460
you see it's connected to that sales

112
00:06:11,460 --> 00:06:14,940
proposal document library in SharePoint.

113
00:06:14,940 --> 00:06:21,240
And let's call this one proposal zero to

114
00:06:21,240 --> 00:06:29,190
We'll save IT. We-can Close it up, will

115
00:06:29,190 --> 00:06:34,190
refresh our site. And look at that.

116
00:06:34,190 --> 00:06:37,300
There's our metadata. There's a new

117
00:06:37,300 --> 00:06:41,010
proposal, and if we open it again, is

118
00:06:41,010 --> 00:06:42,960
gonna open up inward and we can make any

119
00:06:42,960 --> 00:06:45,410
changes. Let's say that we did indeed get

120
00:06:45,410 --> 00:06:48,860
the contract. It has been accepted. We'll

121
00:06:48,860 --> 00:06:52,800
wait. Let's saves all right, IT saved

122
00:06:52,800 --> 00:06:56,130
we-can. Close it up. We'll refresh our

123
00:06:56,130 --> 00:07:01,380
document library, and we can see that it

124
00:07:01,380 --> 00:07:03,740
made the change. It took an accepted that

125
00:07:03,740 --> 00:07:07,170
a change from the proposal. So now our

126
00:07:07,170 --> 00:07:10,790
content type is using our template and

127
00:07:10,790 --> 00:07:13,480
everything is just the way we wanted. So

128
00:07:13,480 --> 00:07:16,150
now you know how to upload a template to a

129
00:07:16,150 --> 00:07:18,710
content type. That's it for this lesson.

130
00:07:18,710 --> 00:07:28,000
Thanks for listening, and I'll see you next time