How to configure SharePoint for the use of Office templates

Table of Contents

 

Overview

Office templates can be used in Workspace for the creation of documentation, using the template as starting point. In this article we show you how to configure SharePoint in order to use these Office templates in Workspace.

Workspace 365 only supports Word, Excel and PowerPoint template files. 

 

Configuring SharePoint for the use of Office templates

  1. Go to Settings by clicking on the cogwheel at the top-right corner of your screen.
  2. Select Site Contents.
  3. Click Site Settings.
    site_settings.PNG
  4. Select Web Designer Galleries. If Web Designer Galleries is missing, make sure it's enabled first. Bear in mind that this can take up to 24 hours to take effect.
  5. Click Site content types.
    site_content_type.PNG
  6. Click Create content type.
  7. Fill in the details of your template.
    1. Under Parent content type, be sure to select Document Content Type for the Parent category.
    2. Under Content type select Document.
  8. Click Create.
    create_content_type.PNG
  9. When you created the template, you will be redirected to the settings page of the newly created template. Click Advanced settings.
  10. Choose Upload a new document template or use an existing template file in SharePoint.
  11. Click Save.
    upload_document.PNG
  12. Now that your template is configured, go to the Documents of the site where this template was added.
  13. From here, go to Settings and select Library settings.
    library_settings.PNG
  14. Under General, click Advanced settings.
  15. Verify that the setting Allow management of content types is set to Yes.
  16. Scroll down and click Save.
    advanced_settings_management_content_types.PNG
  17. Go back to the library settings of your Documents library.
  18. Under Content Types, click Add from existing site content types.
    content_type.PNG
  19. Select the template you just created and add it to the list of Content types to add.
  20. Click OK.
    document_content_type_add.PNG
  21. Go back to the settings and verify if your template has been added to the list of content types.

In Workspace, you should be now able to create a new document and select the template you just created (make sure the correct site is selected to where the template has been saved to).

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