Document Templates in SharePoint
Creating a Template
- If you visit the sharepoint location and go to the Service Documents location, this will bring up all of the service documents
- Click on New and Select “Add template” as shown below
- Select the document that you would like to become a template (I would strongly advise right clicking the document, clicking rename, and giving this an appropriate title that people will understand)
- This will now create a template that will be selectable inside SharePoint online, using the document title as the heading as shown below:
- If anyone now visits the site, they’re able to select this as the new document from this menu, and the uploaded document is what will appear each time this is selected (so if you upload a blank form template, every time this is selected, a blank form will appear)
Removing a Template
1. Visit the SharePoint location that you want to remove the template from
2. Click New
3. Click Edit New Menu
4. Click on the three dots next to any file type
5. Click Delete