SharePoint Online offers a convenient way to create a document library template, allowing you to streamline your digital document management process. By following a few simple steps, you can create a custom template that can be reused for future document libraries.
To begin, you will need to enable Custom Script in SharePoint Online. This can be done by accessing the SharePoint Online Admin Center and navigating to the “Custom Script” section. From there, you can set the options to allow custom script.
Once custom script is enabled, you can proceed to the next step. Go to the Library Settings of the document library you want to create a template for. Under the Permissions and Management section, you will find the option to “Save document library as template.” Click on this option, making sure to exclude any content from the template.
After saving the document library as a template, you can use it to create new document libraries. Simply go to the New menu and select the app to create a document library. Choose the template you created and proceed to create the new library.
It is important to note that this method may not work for Communication sites or Team sites connected to an Office 365 Group. Additionally, you must have Site Owner (Full Control) permissions to perform these steps.
Alternatively, there are other options available to store and reuse document templates in SharePoint Online. You can store them on a Site, Document Library, Content Type, or Document Set. There is also a new option to directly add document templates to a document library from the front-end.
In conclusion, creating a document library template in SharePoint Online can greatly enhance your digital document management. By utilizing the step-by-step instructions provided and exploring different storage options, you can efficiently manage your documents and improve productivity in your organization.
Aside from creating document library templates, SharePoint Online offers several other options for storing and reusing document templates to suit your specific requirements. These options include storing them on a Site, Document Library, Content Type, or Document Set. Additionally, SharePoint now allows you to add document templates directly to a document library from the front-end.
When storing document templates on a Site, you can easily access and reuse them across multiple libraries within the site. This provides a centralized location for all your document templates, making it convenient for users to find and utilize them.
Storing document templates in a Document Library allows you to keep them organized within a specific library. You can create multiple document libraries to cater to different teams or departments, ensuring each has their own set of templates readily available.
Another option is to associate document templates with a Content Type. This allows you to define specific templates for different types of documents and ensures consistency and standardization across your organization. When creating a new document, users can select the appropriate Content Type and automatically have access to the associated template.
Lastly, SharePoint now allows you to add document templates directly to a document library from the front-end. This means you can upload a template file directly to a library without the need for any additional steps. This provides a quick and hassle-free way to store and reuse document templates when creating new documents.
Overall, SharePoint Online offers a variety of options for storing and reusing document templates. By leveraging these features, you can enhance efficiency and streamline your document management processes in SharePoint. Experiment with these different methods to find the one that best fits your organization’s needs.