Introduction
Why automate your documents
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Demo of automated document creation
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1. Templates
What is a template?
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Understanding document properties
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Planning your templates
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Where to create a template
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Creating a template library
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Uploading your templates
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2. Working with Site Columns
What is a column?
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What is a site column?
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Planning your site columns
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Where to create a site column
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Adding a site column to a library or list
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Creating a lookup list
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Creating a site column
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Editing a site column
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3. Working with Content Types
What is a content type?
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Creating a content type
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Creating a child content type
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Editing a content type
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4. Setting Up the Template Library
Adding a content type to a library
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Assigning templates to a content type
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Adding custom columns to your template
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Updating your document templates
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Assigning a template to a content type
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5. Building Your Document Libraries
Creating a library
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Enabling and adding content types
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Customizing the new document menu
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6. Working with Document Sets
What is a document set?
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Creating a document set
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Customizing a document set
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7. Adding Documents to a Library
Adding a document to a library
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Adding a document set to a library
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Adding a document to a document set
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Ex_Files_SharePoint_Doc_Creation.zip
(1.0 MB)