Create a Word Template for a Content Type
A SharePoint Online tutorial by Peter Kalmström
 In
the previous articles we have shown how to
create a Quote content
type and connect the
content type to a SharePoint library. This has the advantage
of giving just one option when users create new documents:
a document with the content type columns will open in Word.
The metadata columns will however only be visible in the
document's properties. To include them in the document body
and make it easy for users to add metadata, you need to
create a template.
In the demo below Peter Kalmström, CEO and Systems Designer
of kalmstrom.com Business Solutions, shows how to create
such a template with content type columns.
Create a Word template to be used with a content type
- Create a new document in a library that uses the
content type.
- Open the document in the desktop app and save it
to your PC so that you can edit it. (The Internet Explorer
workaround that Peter uses in the demo is no longer
possible.)
- Insert a table with two columns and as many rows
as you have metadata columns in the content type + one
more row for the title.
- Enter the column labels in the cells of the left
column.
- Place the mouse cursor in the first row of the right
column. Open the Quick Part under the INSERT tab and
select Document Property and then Title.
- Repeat step 4 for each row and select the other
metadata columns.
- Save the document as a docx or dotx file.
Add the Word template to the library
- In the SharePoint library, use the modern interface
and open the + New command. Select + Add template.
- Upload the template you created.
Now the template will be possible to select when you create
a new document in the library. To remove other possibilities,
delete the default content type(s) from the library.
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