SharePoint Advanced: Document Creation and Automation
1h 32mAdvanced2018-10-25
Authors
Shari L Oswald
Microsoft Office Specialist Master
Course details
Trying to track down the right template—or repurpose an old one—can be time-consuming. In this course, Shari L. Oswald shares a process that can help you remove these repetitive tasks from your workflow. Here, Shari takes you step by step through the creation of an automated document creation workflow and form. Using this process, templates for new document types can be created and stored. When a new document is required, the basic information can be entered into a form, and all the needed documents will be automatically created. This workflow is great for creating client-facing documents, contracts, project notes, and even personalized internal documents. Learn how to plan and create template libraries, build document libraries, and more.
Learning objectives
Why automate your documents?
Planning your templates
Creating a template library
Working with content types
Setting up the template library
Building document libraries
Creating and customizing document sets
Adding a document to a library
Learning objectives
Why automate your documents?
Planning your templates
Creating a template library
Working with content types
Setting up the template library
Building document libraries
Creating and customizing document sets
Adding a document to a library
Skills covered
Document ManagementSharePointEnterprise Content ManagementAdvancedCloud ServicesNetwork and System AdministrationCloud ComputingBusiness Software and ToolsMicrosoft
Concepts
0. Introduction
- 01 - Why automate your documents
- 02 - Demo of automated document creation
1. Templates
- 03 - What is a template
- 04 - Understanding document properties
- 05 - Planning your templates
- 06 - Where to create a template
- 07 - Creating a template library
- 08 - Uploading your templates
2. Working with Site Columns
- 09 - What is a column
- 10 - What is a site column
- 11 - Planning your site columns
- 12 - Where to create a site column
- 13 - Adding a site column to a library or list
- 14 - Creating a lookup list
- 15 - Creating a site column
- 16 - Editing a site column
3. Working with Content Types
- 17 - What is a content type
- 18 - Creating a content type
- 19 - Creating a child content type
- 20 - Editing a content type
4. Setting Up the Template Library
- 21 - Adding a content type to a library
- 22 - Assigning templates to a content type
- 23 - Adding custom columns to your template
- 24 - Updating your document templates
- 25 - Assigning a template to a content type
5. Building Your Document Libraries
- 26 - Creating a library
- 27 - Enabling and adding content types
- 28 - Customizing the new document menu
6. Working with Document Sets
- 29 - What is a document set
- 30 - Creating a document set
- 31 - Customizing a document set
7. Adding Documents to a Library
- 32 - Adding a document to a library
- 33 - Adding a document set to a library
- 34 - Adding a document to a document set
Conclusion
- 35 - Next steps