Word Templates in a Sharepoint Library

Hi,
Is there a way to get the same behaviour in a document library in SP2010 as when you "open" (= double click) on a Word template (.dot/.dotm extension) in the Windows Explorer => creates a new document based on the template.
(I know about creating a content type, add a template and attach that content type to the document library.)
Thanks,
Peeter

That works if you only have one template.
Is teher no way to have Sharepoint understand that a .dot file is a Word template and hence, as default, create a new document instead of opening the template itself. Exactly as it would in Windows Explorer.
Peeter
ps There is another thread
http://social.msdn.microsoft.com/Forums/en/sharepointecm/thread/194e559e-3aa3-4330-8f54-936afdab6e3a that mentions a method to create a webpart to accomplish this. Can someone explain more in detail how this is done? ds
Peeter, yes my solution is only work when you have one template. Although for the multiple template, you need to enable the content type and thus this option would not available when you select content type. Thus if you want to assign more templates with single
doc library, then content type would be the idle option and new document item click open the default content type template.Although content type will work on single template also.
Further, the mentioned link I think discussing the other possible solution in the absence of content type. But you can decide based on above explanation. its good to go for content type for extendability .
Regards, Dharnendra Shah "strong belief is the only way to success"

Similar Messages

  • How do I show the Status file property of a Word document in the SharePoint library?

    When I created some Word documents (using Word 2010) I filled in the Status property before saving them on my PC's local hard drive. Not having tried that before, I verified I'd done it by selecting the file in Windows 7 File Explorer and looking at
    the file properties pane along the bottom of window. Lo and behold, there's a line in there called Content Status with a value identical to what I typed in within Word.
    So far so good. But how do I get the SharePoint library to show the value of that field for each document? I tried Modify This View (go to the library, click ... , Click Modify This View) then looking at the list of columns I can enable / disable using the
    Display tick boxes. But neither Status or Content Status are listed among the 21 Column Names and there doesn't seem to be a control to add custom ones.
    Have I missed out some stage? What am I doing wrong?
    Please keep in mind that I'm a SharePoint novice.
    Regards,
    Bruce Officer

    Hi ,
    Do you want to change the default paper size in Word 2010? If so, this is how I do it.
    1. In Word 2010, go to Page layout tab.
    2. Click Size in the Page Setup group then click More Paper Sizes.
    3. In the Paper tab, input the paper size that you want, then click Set as default.
    If there is anything that I can do for you regarding this issue, feel free to post back.
    Best regards,
    Greta Ge
    TechNet Community Support
    It's recommended to download and install
    Configuration Analyzer Tool (OffCAT), which is developed by Microsoft Support teams. Once the tool is installed, you can run it at any time to scan for hundreds of known issues in Office
    programs.

  • Need to modify header & footer of all Word documents in a SharePoint library

    We have lots of Word documents in a library where we need to adjust all of the documents' header region's distance from top of page. (A standard setting under the Header & Footer tab in Word). Since we wouldn't want to do this manually for all these
    docs, I am looking for a solution to update these by running a script or something. Any way of doing this by Powershell, or other suggestions?
    Henning

    I am having trouble getting the script to do it's thing. I seem to have gotten it to run through the right document library, but it fails right at the start. Seems to me that it can't get to load the template file to get the header of the template. Can you
    see what the problem is from the log? I included the initial errors from start to opening the first file in the library.
    PS C:\SharePoint Tools> .\SDSUpdateHeadersFromWordTemplate.ps1
    New-Object : Cannot load COM type Word.Application.
    At C:\SharePoint Tools\SDSUpdateHeadersFromWordTemplate.ps1:16 char:19
    + $word = New-Object <<<< -ComObject Word.Application
    + CategoryInfo : InvalidType: (:) [New-Object], PSArgumentException
    + FullyQualifiedErrorId : CannotLoadComObjectType,Microsoft.PowerShell.Commands.NewObjectCommand
    Property 'Visible' cannot be found on this object; make sure it exists and is settable.
    At C:\SharePoint Tools\SDSUpdateHeadersFromWordTemplate.ps1:19 char:7
    + $word. <<<< Visible = $false
    + CategoryInfo : InvalidOperation: (Visible:String) [], RuntimeException
    + FullyQualifiedErrorId : PropertyNotFound
    You cannot call a method on a null-valued expression.
    At C:\SharePoint Tools\SDSUpdateHeadersFromWordTemplate.ps1:24 char:36
    + $srcDocument = $word.documents.open <<<< ($templatePath)
    + CategoryInfo : InvalidOperation: (open:String) [], RuntimeException
    + FullyQualifiedErrorId : InvokeMethodOnNull
    Property 'SeekView' cannot be found on this object; make sure it exists and is settable.
    At C:\SharePoint Tools\SDSUpdateHeadersFromWordTemplate.ps1:27 char:43
    + $srcDocument.ActiveWindow.ActivePane.View. <<<< SeekView=$wdSeekPrimaryHeader
    + CategoryInfo : InvalidOperation: (SeekView:String) [], RuntimeException
    + FullyQualifiedErrorId : PropertyNotFound
    You cannot call a method on a null-valued expression.
    At C:\SharePoint Tools\SDSUpdateHeadersFromWordTemplate.ps1:28 char:27
    + $srcDocument.Sections.Item <<<< (1).Headers.Item(1).Range.Copy()
    + CategoryInfo : InvalidOperation: (Item:String) [], RuntimeException
    + FullyQualifiedErrorId : InvokeMethodOnNull
    Updating header for http://oslshp13/sites/qdoc/millsqdoc/Mills Fredrikstad Q docs/Frstadprosedyre1.docx

  • How to restore word template from a document library

    Is there any possibilty to find the template directly in the file system? I have an older version of the file system, so if I would know the place where the templates would be saved, I will be able to get this template back.

    Document templates are stored in the default site resource location http://Server Name/Site/Document Library Name /Forms/Content Type Name/ or a resource list of library set up specifically the for document templates. The URL can be relative
    to a location on the site or the resource folder. For example, a URL relative to the site would be <Server Name>/Site/Library Name/Forms/Docname.doc, and a URL relative to the resource folder would be simply Docname.doc.
    Ref : https://support.office.com/en-us/article/Create-and-edit-content-types-3d5d45af-608d-4183-8d51-073095fe0312
    Regards, Khalil Kothia, PMP Blog : http://khalil-kothia.com Site : http://StayGreenAcademy.com/

  • File created with Document Content Type will not be saved back to Sharepoint library

    Recently some of our users, after upgrading to Windows 8.1 with Office 2013, intermittantly are not able to save files created using  document content types template back to sharepoint library. Instead the location is set
    to their local storage. The same templates used by Windows 7 users with Office 2010 are working fine. Setting the SP sites as Trusted location in IE and Clearing IE Cache did not help. Adding the SP site in Word Trusted Location did
    not help. Any suggestions how this can be resolved is appreciated. Thanks.     

    Hi,
    According to your post, my understanding is that you could not save office file back to the SharePoint Document library.
    It may have to something with your Word Settings. When you click new and it opens in MS Word, word treats it as unsafe because perhaps it is not saved. To make it work:
    Go to Word (2013) -> File Menu -> Options -> Trust Center -> Trust Center Settings
    -> Protected View Tab -> Uncheck "Enable Protected View for files located in potentially unsafe locations" (2nd option)
    Here is the similar post, you can take a look at:
    http://blogs.interfacett.com/word-2010-not-saving-back-to-sharepoint-2010-by-default
    If the issue persist, you can also check the event log and ULS log to see if anything unexpected occurred.
    To check event log, click the Start button and type “Event Viewer” in the Search box.
    For SharePoint 2010, by default, ULS log is at:
    C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\LOGS
    Best Regards,
    Lisa Chen
    TechNet Community Support
    Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
    [email protected]

  • How do I get MS Word to look at Sharepoint for workgroup templates?

    We have chosen to use Microsoft Sharepoint as our document management system.  Using a document library to version control our MS Office document templates is easy enough.  However, I cannot find a way to get MS Office 2007 to create new documents
    using the templates recorded in Sharepoint.  I can point Word to look at a standard network drive using:
    Office Button > Word Options > Advanced > File Locations...
    However, I cannot use an http(s) address for the 'Workgroup templates' path.  I have tried to map a network address to the Sharepoint library, which works fine from Windows Explorer, but Word will not allow me to use this drive either (I assume because
    the underlying address is still an Internet address.
    In my opinion, it is neither logical, nor efficient, nor sensible for Word users to have to use IE to create new documents, just because the templates are under configuration management in Sharepoint.
    It would be greatly appreciated if someone could tell me how to achieve this.

    Thanks for all the replies.  As far as I can gather, they all seem to indicate that SharePoint is not the right tool for my application.  I was rather hoping that Micrsoft would have provided a more seamless integration between their Office and
    Enterprise tools.
    As a Quality Manager, I want to be able to update the templates used by the company emlpoyees and roll them out without directly affecting the employees who use them. 
    When creating a document, people will open MS Word and use File -> New.  It is illogical and inefficient to ask them to create all new documents by opening their browser, logging in to SharePoint, navigating to the appropriate Templates folder and
    creating their new documents from there, without being able preview and verify that they're using the appropriate template.
    The alternative (to get everyone to make local copies of the Templates) immediately ensures that the document management system is broken as all new documents will be created from uncontrolled copies of the templates.
    Neither scenario is good business practice.
    My conclusion is that we should look into an alternative Document Management System, maybe something as simple as setting up access permissions on a shared drive.
    Thanks again.
    Michael Randle Technical Sales Manager Absolute Software Ltd Tel: 08450 944 744 Mobile: 07805 081 085 Web: www.absolute-software.co.uk

  • New document in library using Word template - columns filled but Word doc is blank

    Hi
    I have a document library using a Word template. It works fine in testing: New Document opens the template, the form at the top of the document is filled by the user, the data populates the fields within the template, the user saves it in the document library.
    But... I have a user with an issue: When she adds a New Document and fills out the form at the top of the Word template, the data doesn't populate the fields within the document itself. It saves into the library columns ok, but the fields within the Word
    document remain blank.
    She has Office 2010, XP and IE8. It's SharePoint 2010.
    Any ideas how to resolve the issue would be appreciated!
    Thanks
    Stuart
    Further information: I emailed the Word template to the user. She opened it and could only input information into the Information Panel at the top, not into the fields within the document.

    Dear Boris,
    I'm sorry I haven't replied sooner - I was away for a break. Anyway, I've done an Office repair but sadly the behaviour is the same as it was before I did that. However, I noticed that the behaviour is now different from when I first posted about the problem.
    Then I got an error now there is no error and it proceeds as if the behaviour is what should be expected. So now when I click "Add Document" I just get the standard "Add a document" dialog box. Oh well, its not the end of the world.
    Anyway, thanks for your help and suggestion. If I work out what is wrong I'll put a post on here.
    Best wishes.....
    Colin

  • Word templates with Macros

    Dear all,
    I have a couple of Word templates (in document libraries) that should have the filename and page count on the footer of the front page. It seams there is an issue with Word that these do not automatically update (MS kb 832897).
    I am using word 2010, 64 bits.
    This is solved with a Macro.
    When placing the word with macro template in SharePoint, SP blocks it and the macros are not ran.
    Any one with experience on this?
    Thanks in advance.
    Gonçalo

    It is not possible to run a macro in SharePoint after the document has been uploaded. 
    You can replicate this scenario by creating a SPItemEventReceiver which will run customized code on ItemAdded in your document library. 
    Please go through the following articles for details:
    http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.spitemeventreceiver.aspx
    http://msdn.microsoft.com/en-us/library/office/ms437502%28v=office.14%29.aspx
    Please don't forget to mark it answered, if your problem resolved or helpful.

  • RMPS: Word Templates & Attributes

    Hi Everyone,
    i've created a word template and i copy a text on it using Create From Template.
    But, there's a bug or something else wrong if i try to set the same attribute for
    many times on the same word template.
    Only the first field on word is set, the others leave blank.
    Anyone knows why ?
    SAP problem ?
    MS-Word problem ?
    Thank You !!!

    It is not possible to run a macro in SharePoint after the document has been uploaded. 
    You can replicate this scenario by creating a SPItemEventReceiver which will run customized code on ItemAdded in your document library. 
    Please go through the following articles for details:
    http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.spitemeventreceiver.aspx
    http://msdn.microsoft.com/en-us/library/office/ms437502%28v=office.14%29.aspx
    Please don't forget to mark it answered, if your problem resolved or helpful.

  • Updating Word templates in Content Types - changes not appearing automatically

    Hello
    I have a SharePoint site where I have existing content types all with MS Word templates assigned to them.  I wish to change the Word template so it looks different.
    I have saved my Word template as a .dot file and have edited my content type so it points to the updated template in the 'Advanced' area of the content type properties.  When I look at my template via the 'Edit Template' in the 'advanced' area of the
    content type it is fine (as it is when I look at the template file via explorer view) but when I create a new document based on the content type it is referring to the old template.  Furthermore, I have renamed some of the content type names but they
    have not updated either.
    Any ideas?  Is there a background process that runs to help with this?

    Sorry, just re-visited this and i think i might have missed an obvious answer.
    SharePoint tries to protect you from yourself.
    That measn that it will not, in some cases, push changes down to lists. For example if you were to delete a column at the site level which is also in place on lists SharePoint won't delete it from the lists.
    I'll bet that If you look at the content type at the library level it's showing the old details still.

  • Merging List Items with Word Template

    Hello,
    I'm running SharePoint 2013, SharePoint Designer 2013 and the latest versions of Word and Windows.  I'm not a programmer of any sorts.
    I want to run a workflow, triggered by the addition of a new list item.  The workflow needs to take the new list item data and merge it with a Word document I'm using as a template.  The document them needs to be stored in a library.
    There are a few posts about this but none seem to work with SP 2013 and SPD 2013.  Here is one example which appears to work using SP 2010 workflows but I can't get it to work with SP 2013.
    http://www.quercussolutions.com/blog/index.php/out-of-the-box-document-generation-in-sharepoint-2/
    I want to use SharePoint rather than a third party addin.
    I'd appreciate any assistance.

    Hi,
    As I understand, you would like to create word document based on SharePoint list columns, then save it to SharePoint library. We could use workflow to automate the process.
    Here is an article you could refer for detail steps:
    http://sharepointprojectbrad.wordpress.com/2013/06/10/create-word-2013-documents-from-sharepoint-2013-list-items/
    More information:
    http://blogs.technet.com/b/brenclarke/archive/2009/04/15/automatically-create-word-documents-which-include-list-fields.aspx
    Regards,
    Rebecca Tu
    TechNet Community Support

  • IncludeText in a Mac Word file linking to SharePoint

    Hello,
    I've looked around the web and the forums and I have found little information on this subject, so here goes...
    I have a Word document that has several INCLUDETEXT fields that point to source documents located in a SharePoint Online Library (Office 365 Enterprise). I built the target document in Word 2013; all of the source documents are based on this target document
    template.
    In my own Windows world (Office 2013 or 2010, Windows 7), I am able to make the various INCLUDETEXT fields update as I want and expect that they would. When I test the target document on a neighboring Windows world (Word 2013/Windows 8), the fields work
    as anticipated and expected.
    The problem arises when I move to an Apple machine and try to make the fields work in the Apple orchard. When I open the file from SharePoint into MacWord 2011, everything looks fine.  But if I go to update a field manually, I first get a pop-up window
    error message that says "Not a valid address" and then the target document field I was attempting to update displays "Error! Not a valid filename". This is the same on two separate machines, two separate users. Permissions for both users
    look fine, one of the users has identical permissions as myself (full control).
    Currently this is what my code looks like:
    { INCLUDETEXT  "https://*domain*.sharepoint.com/sites/**********tech/shared%20Documents/Templates/0.0_CoverPage.docx?Web=1" \*MERGEFORMAT}
    Is my address too long (I removed our domain which is 19 characters plus an additional 10 before "tech" for a total of 29 characters missing from the URL above)? Is there another way to accomplish this task?
    Any help is appreciated!
    Brian

    More information from my reply to a couple of responses over at the Office for Mac Forum (posting title 'INCLUDETEXT and SharePoint'). Including them here in case someone here can point me in a direction with more information...
    "...this seems like an issue with Word for Mac versus SharePoint (the file tests okay under every scenario tried with Word 2013 and SharePoint) I figured I would ask the crowd here as well.
    Phillip, I took a look at all of my paths and it doesn't look like I have forbidden characters there (SharePoint also doesn't like those characters since it makes the file name a part of the URL). Where I can I try to replace spaces with underscores, again
    a SharePoint thing because of the URL's. I also thought for an optimistic hot second that maybe the file name "0.0_CoverPage.docx" may work better as "00_CoverPage.docx" (losing the period), but that of course had no effect.
    I've tested this in Word 2010 since it is to my understanding closer to the build of Word for Mac 2011, and it goes through the same process of signing in and downloading as Word for Mac does. Except that 2010 is actually successful at completing.  :-(
    Has anyone ever tried to link to SharePoint through Word for Mac? Am i the only one crazy enough to do this?"
    Brian

  • Search text in document of sharepoint library

    I am trying to write a program which will fetch the word document from sharepoint library and check if a metadata(term set) e.g.
    "Movies" exists in the document or not. I need to know if there is any way I can read a document? Currently I get search to use interop assembly. I have to download the document on the server for that, Is there any other way in which I can read document
    from the library itself without downloading and check if the word "Movies" is present in it. Using Sharepoint 2013.

    hi
    the way you choose is too complicated: you will need to open the documents by yourself programmatically and analyze its content. Standard Sharepoint search crawler is already integrated with Office documents (and in 2013 version with pdf without additional
    configurations), i.e. when it crawls the content it checks not only documents names but also content inside these documents.
    So if you only need to display list of documents based on the search query, use OTB search. If you need to do something with the search results programmatically, you can make search queries programmatically and then process the returned items in the code
    (see e.g.
    Programmatically working with Keyword Search Queries in SharePoint 2013).
    Blog - http://sadomovalex.blogspot.com
    Dynamic CAML queries via C# - http://camlex.codeplex.com

  • Not able to edit the emailed document to SharePoint library

    Did anyone try to edit the Word Documents that are populated from the outlook emails into the SharePoint library using Incoming Email setttings?
    This library doesn't have any required cols but still it is giving this error message all the time:
    The File cannot be saved because some properties are missing or invalid.
    Use the document Information panel to provide the correct property values. errors for required properties are marked with red asterisk and errors for invalid properties are marked with a red dashed border.
    When I go to the information panel, I just see a red asterisk beside the
    location- populated with the path of the file location.
    Does anyone faced this issue before?
    Advanced thanks for the help.

    Hi,
    It seems a default behavior in SharePoint 2010 for an email enabled list.
    You can try the workaround below:
    1. Go to the doc library where you have enabled incomingemail> go to Library Settings
    2. Go to the Content Types section (you have to enable manage Content types
    from Advanced Settings if not done already)
    3. Add a new content type fromthe list of existing content types > good to try with Basic Page. Make that as the Default (select it as #1).
    4. Once you are done with the changes, go to our Outlook client and send an
    emailto the same list with an attached Word or Excel file and try Saving it after
    Edit.
    Xue-mei Chang
    TechNet Community Support

  • Insert document expiration date in a Word template

    Hello all,
    I have a problem I hope anyone can help me with. I need to include a column in Document Library with the Document expiration date and after that, include that expiration date into the Word templates I have in that library.
    In order to do that, I created a date column (not a calculated one) called "ExpDate" with a default value of Today + 365 as I want the document to expire one year after its creation. After that, I edit the word templates I have associated to the
    document library so as to include the new "ExpDate" column as a Quick part.
    The problem I find is the following: When I create a new document based in the document templates (through content types), the user has the chance to insert an expiration date (as it is metadata) or leave it empty (the column is not defined as mandatory). If
    the user leaves the expiration date empty, the new column is filled with the default value (today + 365 days) but when I open the word document I see the name of the column [ExpDate] instead of the default value.
    Is there a way of forcing the document information panel to be filled with the default value?
    Do you imagine an alternative solution to the requirement of including the expiration date inside the document without having to be defined by the user?
    Thanks a lot.
    Regards.

    Wordsub.llb should be somewhere in your Labview folder on your local drive. The path to it in my install is: C:\Program Files\National Instruments\LabVIEW 8.6\vi.lib\addons\_office\_wordsub.llb
    Also what specific problem are you referring to about 17 bookmarks? Is that the limit on the express style VI for filling them in from LV? If so what you will need to do is to use the lower level function 'Word Insert Field' under Word Advanced VIs. You will need to supply the VI the name of the bookmark and the text you want to insert.

Maybe you are looking for

  • 10.2 to 10.3.3 upgrade gone bad

    Ok, here is the situation. My brother was trying to be kind and upgrade my Aunt's G4 17" flat panel iMac (iLamp) from 10.2.X to 10.3.3 using a machine specific install/restore CD from a 14" laptop. He wasn't aware that you cannot do this. The machine

  • Problem in Production Process

    Hi My client receives vehicle from customer and changes into ambulance.Assembly process is done here. According to him there are stages in production like: 1. Structure 2. Insulation 3. A/c fitting 4. Despatch These are the stages.Now he wants to iss

  • Field-Groups

    Hi All,          When i am using the Field-Groups.When i did the SLIN ( Extended Program Check) It is saying Field-Groups is not Supported in OO context. Is there any way to achieve this functionality wat field-groups is doing.This is very urgent. IF

  • Old orders not showing in "My orders" section

    Hi, I hope someone can give me a hand on this problem. I bought a copy of Photoshop in July 2011 from the adobe shop, I downloaded it and have been using it. Over the weekend my computer was stolen so I need to reinstall Photoshop onto my new machine

  • Prepopulate text in Claim's long text

    Hi, My client has a requirement to prepopulate the long text of claim notification with a predefined fixed text. So, whenever user will try to create a claim, the long text will already be showing some predefined text which would be editable. Is ther