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Set up a template for a document library

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When you first create a document library, you can set up a blank template that runs the appropriate program when a user clicks New Document on the document library page. Later, if you have a file in your site that you want to use as a template for new documents, you can modify the document library to use that file as the template.

Do one of the following:

Set up a template when you create a document library

  1. Create a document library and specify a default document type.

How?

  1. On the top link bar, click Create .

  2. On the Create Page page, click Document Library .

  3. In the Name box, type a name for the list. The document library name is required.

  4. In the Description box, type a description of the purpose of the library. The description is optional.

  5. In the Navigation section, click Yes if you want a link to this list to appear on the Quick Launch bar.

  6. In the Document Versions section, click Yes if you want a backup copy of a file to be created each time a file is checked into the library.

  7. In the Document Template section, specify the type of file to be used as a template for new files in this document library.

  8. Click Create .

  • Create a customized template.

How?

  1. On the top link bartop link bar, click Documents and Lists .

  2. Click the name of the document library that you want to open.

  3. On the page that displays the document library, click Modify settings and columns .

  4. In the General Settings section, to the right of Document Template: and the path to the template, click Edit template .

  5. Edit the template file as desired, and then save it.

Note: If you customize the template after documents have been added to the document library, changes to the template will not be reflected in the existing documents.

Modify a document library to use an existing file as a template

  1. On the top link bar, click Documents and Lists .

  2. Click the name of the document library that you want to open.

  3. Click Modify settings and columns .

  4. In the General Settings section, click Change general settings .

  5. In the Document Template section, in the Template URL box, type the Web address of the file that you want to use as a template. The file must be saved to the current Windows SharePoint Web site.

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