SharePoint Advanced: Document Creation and Automation

Learn how to automate document creation for commonly-used documents in Microsoft SharePoint.

Introduction

• Why automate your documents
• Demo of automated document creation

1. Templates

• What is a template?
• Understanding document properties
• Planning your templates
• Where to create a template
• Creating a template library
• Uploading your templates

2. Working with Site Columns

• What is a column?
• What is a site column?
• Planning your site columns
• Where to create a site column
• Adding a site column to a library or list
• Creating a lookup list
• Creating a site column
• Editing a site column

3. Working with Content Types

• What is a content type?
• Creating a content type
• Creating a child content type
• Editing a content type

4. Setting Up the Template Library

• Adding a content type to a library
• Assigning templates to a content type
• Adding custom columns to your template
• Updating your document templates
• Assigning a template to a content type

5. Building Your Document Libraries

• Creating a library
• Enabling and adding content types
• Customizing the new document menu

6. Working with Document Sets

• What is a document set?
• Creating a document set
• Customizing a document set

7. Adding Documents to a Library

• Adding a document to a library
• Adding a document set to a library
• Adding a document to a document set

Conclusion

• Next steps