Find a location on the document that will contain the information you want to send to SharePoint. Click the Insert tab to open the Insert ribbon.Ħ. For our example, we already have our invoice form prepared, so we’ll copy and paste it in.įigure 2: The Invoice Form in the New Documentĥ. If it isn’t already designed, design your form or copy and paste in the contents of an existing form.
The We’re opening this in Microsoft Word… dialog box will appear, and Microsoft Word will launch.Ĥ. At the top of the Word Online window in the ribbon, click Edit in Word. Note: Depending on your settings, Word Online may launch. Depending on your library’s settings, Microsoft Word will launch. In the command bar, click New to open the drop-down menu.ģ. For our example, we’ll go to the Resources library. In a web browser, navigate to the SharePoint library that has your content type. We’ll save it locally, which will allow us to access it when we edit the content type’s default template later.ġ. We just need to add the Quick Parts, then save the document as a template. In our example, our content type is for invoice forms, and we already have the form designed. This task walks you through drafting and editing the default template for your content type. For more information on associating content types to a library, please see The SharePoint Shepherd’s Guide for End Users tasks “Create a Library App” and “Edit List or Library App Content Types.” For our example, we’ll use a library called Resources with the content type Invoice, which uses site columns Invoice # and PO #. The step-by-step will assume you already have a library and custom document content type prepared. By filling out the Quick Parts fields, the metadata for that document will also be filled out in the corresponding SharePoint columns. This way, anyone who selects that content type from the library will create a new form with those Quick Parts added already. This solution walks you through the process of adding Quick Parts to the default template of a custom content type.