SharePoint site Templates

Modified on Wed, 24 May, 2017 at 5:41 PM

Overview: create a template, so that every new document that users create will be a copy of the template. Great for forms.

Launch the full IE browser (not Edge)

Navigate to the SharePoint site
- Documents >(Click bottom-left link "Return to classic SharePoint")
  - Tab "LIBRARY"
    - Library Settings
      - Advanced Settings
        
        Click the link "Edit template"
        
        Edit/save document
        
        When a user goes to that site, and navigates to Documents > New > Document, the new Word document will be a copy of that template

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If you have a E3 or E5 license, then you'll qualify for using https://forms.office.com - and we recommend using the Excel Survey option to create rich forms, with automatic data collection, that can be shared with anyone, including users outside of Office 365 such as customers/clients.