JungleDocs | Creating content types

Content types are not specific to JungleDocs. However, you can use Content types in JungleDocs to create documents faster. Content types can help you speed up your document creation process when you are  building or maintaining a large database.  

If you need several different proposals to be created in the same library, you should create a new content type for each document type. Content types have their specific columns to store document-specific data. Content types can be nested for easier management, because they inherit their columns from parent content types.

In this tutorial you will learn how to create content types.

Rather learn by watching? At the bottom of this page you will also find a video tutorial.

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.

  1. To do this, go to Settings > Site Settings> Web Designer Galleries > Site content types:

  2. Click "Create" to add a new content type:

  3. Enter all of the required information and click OK:

  4. Please note that you should choose "Document" as its Parent Content Type if you want SharePoint to automatically assign a Word Document as a template for this content type. You can either edit that template from JungleDoc, or upload a predefined document as a template.
  5. After creating the content type add all of the required columns, whether by choosing from the existing columns or by creating new ones:

  6. After you add all of the required columns, you can upload a new document to be this content type’s template or choose a document from your SharePoint to be the template. To do that, click "Advanced settings":

  7. Here, you can simply enter the URL of the required template:

Note: we recommend uploading all of your templates into a single library ( read why). 

Video tutorial

Also watch our short video tutorial for creating content types.

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