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Customize the Document View Page

A SharePoint Online tutorial by Peter Kalmström

SharePoint icon In the previous demo Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, showed how to create a Word template in a SharePoint document library.

You have probably seen in the previous demo, If you click on the + new button to create a new document, the template that you have specified is not used. The only way to get that template is open the FILES tab and click on ‘New Document > New Document’ in the New ribbon group.

In this tutorial in the SharePoint Online from Scratch series, Peter is showing a solution for this problem. You must have your templates in a file share for this solution to work.

Peter adds a web part to the Document view page, and in that web part he adds a link to the template that should be used.

Add a web part to the Document view page

  1. Go to the ‘Settings’ gear on the top right of the page and select ‘Edit page’.

  2. Click on the link – ‘Add a Web Part’.

  3. In the ‘Media and Content’ category, select the ‘Content Editor’ web part.

  4. Click on ‘Add’ and go to the web part tool pin.

  5. Expand the web part tool pin accordion and click on ‘Edit Web Part’.

  6. (To remove the web part caption, expand “Appearance under ‘Test Link’ and scroll down to the ‘Chrome Type’. Select ‘None’ and click on ‘Apply’.)

Insert a link in the Content Editor web part:

  1. Write a display text in the Content Editor web part and select it.

  2. Open the INSERT tab and expand the ‘Link’ accordion.

  3. There are two options. Select ‘From Address’.

  4. Enter file: // and then the file share address.

  5. Click OK.

  6. Add any additional text needed in the Content Editor web part.

  7. Open the ‘PAGE’ tab and click on ‘Stop Editing’.

In this demo Peter is also showing how to:
  • Drag and drop templates in the library.

  • Edit the document in Word Online.

  • Rename a document.




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