Associate a document template with a content type (Windows SharePoint Services 3.0)

  • Article

Applies To: Windows SharePoint Services 3.0

 

Topic Last Modified: 2008-09-05

You can establish consistency among the documents in a document library by specifying a file to use as a template for the library. The template will open when team members click the New Document command on the page that displays the document library.

Security noteSecurity Note:
Template files include information such as server URLs and user account names. Share template files only with trusted users and groups.

Templates for document libraries can be in any file format that a client program that is compatible with Windows SharePoint Services can open (.doc, .docx, .xls, .xlsx, and so on). However, there are advantages to using a Web-based file format (.htm or .mht) for a template:

  • Team members do not need to have the appropriate client program installed to read a document that is based on a Web page (.htm) or Web archive (.mht).

  • Using the Web Discussions feature, you can attach discussion thread within a document that is based on a Web page or Web archive.

Associating a document template with a content type also gives users a template to use, edit, and save without overwriting the original document.

Important

Membership in the Owners group for the active documents site is the minimum required to complete this procedure.

To associate a document template with a content type

Use this procedure to associate a document template with a content type.

Associate a document template with a content type

  1. From the home page of the top-level site in the site collection, on the Site actions menu, point to Site Settings, and then click Modify All Site Settings.

  2. In the Galleries section, click Site content types.

  3. On the Site Content Type Gallery page, click the site content type to which you want to associate a document template.

  4. On the Site Content Type page, in the Settings section, click Advanced settings.

  5. In the Document Template section, click Enter the URL of an existing document template to associate an existing document template with the content type or click Upload a new document template to upload a new document template and associate that template with the content type.

  6. Click OK.

See Also

Other Resources

Add a column to a content type
Managing content types for a document library
Managing documents