Document Templates with WSS, MOSS
When creating a document library, sometimes templates will be added as a document, rather than as a custom type template.
Here is how to get your templates to appear in a document library:
- Create a template document in your favorite compatible Office application for Word, Spreadsheet, Powerpoint documents.
- Navigate to your site, and create a Custom Content Type for each template you will add later.
- Site Actions, Site Settings, under Galleries select Site Content Types
- Click Create
- Provide a name and description
- choose the appropriate parent content type (Document Content Types)
- Choose a parent content type of ‘Document’
- Select an existing group to add the content type in to ( Document Content Types)
- Navigate to your Document Libaray and add the Templates
- Switch to Explorer View
- Navigate in to the Forms folder
- Add each of your required templates
- Choose Settings, Document Library Settings
- Advanced Settings (in the first column)
- Choose Yes for ‘Allow Management of Content Types?’ and click OK
- Navigate back to the Settings
- Now under Content Types, we can add additional Templates
- Add from existing Content Types
- Find your newly added Template in the list (The name you gave the ‘content type’)
- Select it, click the Add button, then choose OK
- Now when you choose a New… document in the library, you will be able to choose from the added templates
So what are the pros of doing this? Why not just add a document to the library and use that as the ‘master template’ ?
You will not be able to re-use that template across your enterprise. It will only be available in that particular document library. Also, adding the custom content type allows you to build up some rich meta-data around your documents, which will otherwise remain captured and isolated within a document. For example, if your documents are around projects and resource hours available, you could ensure that one of the required meta-data fields to be filled in is the estimated resource in hours. now you can report on that data in a List, or if you have MOSS, KPIs within a dashboard.
This is a humbling step from the now rather archaic method of a file/folder structure, but once your organization catches on, it can become an informationally rich resource much more than what any one document can provide.