TIPS - Document Library - Document Library Template Menu

Summary

Use document templates to make your work easy.

Body

If you keep using the same starting template for your documents like a quote, invoice or month end report then you should add it as a template to the document library.

This way it’s always available in the menu when creating a new file.

 

Click on the New button in the ribbon of any document library and then select Add template. Now select the file you want as a template.

This template will be available anywhere inside the document library to add as a new file.

You can remove a template from the New menu.

  • Click on New.
  • Select Edit New menu.
  • Click on the three dots next to the template you want to remove.
  • Select Delete from the options.
  • Press the Delete button in the pop up window.

This is a great way to make sure everyone is using the same starting point for all the documents they are creating.

 

Details

Details

Article ID: 7773
Created
Thu 9/14/23 11:40 AM
Modified
Thu 9/14/23 11:40 AM