Best practices for content types and document template location

Document templates location

The best way to store templates is in a single SharePoint location. This allows you to easily manage all the templates you have, and assign those templates to existing content types. This has multiple benefits over the default content type template or choosing to upload a new one:

  • You can ensure that only the latest version of the template is being used;
  • You can easily search and migrate templates; you can even do a simple drag and drop in Explorer view to move them all;
  • You can manage who can edit templates by managing permissions on a single location and in turn you can easily monitor who works with the templates.

Read more best practices in our blog post Where to store SharePoint Document Templates?

Content types

In order to add content types to a library, you must first create site content types. Take a closer look at content type basics and best practice in our blog post.

After you created a content type, choose a document from your SharePoint (Document templates library) to be the template and enter URL to that document in Content Type's Advanced Settings:

Watch a short video tutorial "Creating content types":

Still need help? Contact Us Contact Us