Creating a New Document Template

Many users already know that we can create a new Word document from within a document library. However, Microsoft Office SharePoint Server (MOSS) 2007 takes this one step ahead by giving you the option to create any type of document you want within the same document library. You could do this in previous versions, but it was difficult to implement and was not an out-of-the-box solution — and it generally resulted in a separate document library for each document type. With MOSS 2007, this feature is now part of the application and is reasonably easy to implement at both the site and document library level.

One of the most powerful new features in SharePoint 2007 are content types. One of the benefits of having content types is that we now can have multiple document templates in one single document library. Each content type can have a document template.

Here are the steps to implement this:

1. Create a Document Library

2. Within the site that contains that Document Library, go to Site Actions > Site Settings

3. Under the Galleries section, click on Site Content Types

4. Click the Create link at the top of the list.

5. Give your Content Type a name and description.

6. Under Parent Content Type choose “Select parent content type from: Document Content Types” and “Parent Content Type: Document”

7. If this is the first time you’re creating a new Content Type, then you should choose to place it in a “New Group” and give it a meaningful name.

8. After creating the Content Type, you have the option of customizing some of the settings. Click on ‘Advanced Settings.’

9. Choose to upload a New Document Template.

10. Keep the default settings and press OK.

Now we’ll have to go back to the Document Library that we had created earlier. Within that Document Library:

11. Click on Settings > Document Library Settings

12. Under the General Settings Section, click on ‘Advanced Settings’

13. change ‘Allow management of content types’ from NO to YES. Keep the other settings as it is, and click OK.

14. Under the Content Types Section, click ‘Add from existing site content types’

15. Now you’ll have the option of choosing the from the menus, the Content Type Group and Content Type that was created earlier.

16. Go back to the Document Library, click the arrow next to the ‘New’ button and you should now have a new Document Template to choose from...

If you have any queries/questions regarding the above mentioned info then please let me know, Thanks...