[Autogenerated] Hi. We're here in our
sales proposals document library, And in
this lesson, we're going to upload a
template that can be used with our content
type. We created this content type sales
proposal to add the metadata to our
documents that we see here in our library.
The problem is, the template that the
content type uses is just a blank page.
What we're going to do now is uploaded
template to the content type so that it
can use that template. Now, we attempted
that by uploading this proposal template
and UI uploaded it here with the ad
template option in this menu and the
template work just fine. But it wasn't
connected to the content type, so we
didn't get our metadata. So since we know
this one doesn't work, we're going to
start by deleting IT. We're gonna click on
edit new menu, and we're gonna come down
to proposal. Template will click on these
three ellipses and choose delete just so
that there's no confusion. Now we need to
make a new template from this content
type. So we're gonna click on sales
proposal and it'll open up inward and we
have a blank document Now, this is very
much like what we did when we created the
previous template. We're gonna insert a
table, and I'm gonna fill this out. I'll
be right back. Okay, I'm back. I have my
fields here. Now we need to add the
document property. So I'm gonna click in
this first row, go to insert, come over
here to quick parts and choose document
property. And we see the document
properties from our content type. These
are our SharePoint properties, which is
trying to find here. Date submitted is the
next one hard decision due date, the
amount and our decision. Now, because this
is going to be our template, we're not
going to fill in these fields. And in
fact, let me do one more thing. Gonna pull
this down and we'll type in what? This is
exactly. Okay, Now we're ready to save
this as our template. We're going to come
up here to our save button. We're not
going to save IT here. We're going to save
it back to SharePoint IT all. We're gonna
click on more save options. Well, browse
and again, we're not going to save it to
SharePoint. We are going to save it as a
template. So when UI change the document
type two word template, it opens up
automatically to the custom office
templates folder in our documents folder.
So we're gonna call this sales proposals
template and save IT, and we see it is
safe to this PC. That's good. We're gonna
close it up. Nothing has happened here in
SharePoint, and that's just fine. Now
we're going to upload it to our content
type. And to do that, we gotta go to the
library. Settings were gonna click on our
settings gear and go to a library settings
from here. We're going to go down a little
bit to our content types and we'll find
our sales proposal content type. We're
going to click on that so that we can edit
IT. It opens up to the settings for that
content type, and we need to go to
advanced settings were gonna click there,
and we see that the template that's being
used for the content type right now is
just this template dot D o t x. It's a
blank word document. We're going to select
this option to upload a new document
template. We're gonna choose file. Now, be
careful. This is that old proposal temple
that we tried to use before. What we need
to do is go here, Let me to our custom
office templates. And there's the template
we just created Sales proposal template.
We're going to select that click open now
before we click. Ok, one more thing.
Should this content type B read, only the
options are yes and no, no. Is the
default. We're gonna leave it at? No,
because we want people to be able to edit
this document. We're gonna click. OK, I
will go back to our document library. It
doesn't look like anything happened, but
when we opened this sales proposal, it
should be using our new template. Let's
open it up inward. There it is. It looks
good. Let's go ahead and let's fill it
out. Add in a company name, pick our
dates. So far, everything is looking good.
I'm feeling lucky. I think this is gonna
be a nice big contract for us if we get it
55,000 and will leave the decision that
undecided for right now. Okay, Now, when
we click on document, you see, it's not
giving me an option here to save IT. And
it's not got auto save on us. We need to
save this document and we have to save it
back to SharePoint now. So we're gonna go
to more save options. Click on browse. Can
you see it's connected to that sales
proposal document library in SharePoint.
And let's call this one proposal zero to
We'll save IT. We-can Close it up, will
refresh our site. And look at that.
There's our metadata. There's a new
proposal, and if we open it again, is
gonna open up inward and we can make any
changes. Let's say that we did indeed get
the contract. It has been accepted. We'll
wait. Let's saves all right, IT saved
we-can. Close it up. We'll refresh our
document library, and we can see that it
made the change. It took an accepted that
a change from the proposal. So now our
content type is using our template and
everything is just the way we wanted. So
now you know how to upload a template to a
content type. That's it for this lesson.
Thanks for listening, and I'll see you next time