Tuesday, November 25, 2014

Create Document Template with Metadata through Quick Parts - SharePoint 2013




Open Site Settings, Site content types.
















Create new. Choose Document Content type, Document.


















Create new site columns.































On local computer create Office document (word,excel...),
which will be the template.














In Content type, Advanced settings.
























Upload created document,














In Library, Settings, Advanced settings.
















Check "Yes".











In Library Settings, Content Types, Add from existing site content types.














Choose previously created Content type.















In Library Settings, click on Content type.















Advanced settings, Edit Template.










Insert, Quick Parts, Document Property.
Add previously created columns.
































In Library, New Document open Content type.











Fill with data and save.

















"Modify this View"














That's it!











 

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