hello folks welcome back in this video i will show you
how to set up custom document templates for microsoft teams
so stay tuned and let's go to the demo after this short intro
for instance if you have a microsoft team and
you want custom document templates to use under the file tab
when a team member create a document he or she
should be able to select a predefined template to fill in
the information in this example i will configure custom invoice template
for the team's file tab i have a project contoso here
and under this project i have journal channel and raise invoices channel
so under this raised invoices channel if i go to the files tab
i can see this default template here if i click on this new drop down i can see
word excel powerpoint onenote or form for excel
now i want a custom invoice template to be displayed here as an
option as a template so if i quickly show you the invoice template
so this is a device template i want to put in so
when someone click on new it should be selecting this invoice so a person can
fill in the information and save the document so to do that i
need to make some changes into sharepoint document library which
is hosting this raised invoices channel so if i click on
this open in sharepoint link this will open this document
library inside the sharepoint from the top right setting icon i will
click on library settings i need to go to
advanced settings and then i need to allow management of content type to
yes and then i will click ok now the next thing i need to do is i need to
create a content type so by default there is a document content type here
i can add an existing content type but i cannot create a content type here so i
need to go back to the setting gear icon go to site settings and here under web
design galleries i can see site content type so i will click on
that and then i will click on create so this is the content type which will
hold this custom template so i will call it invoice and it will be a
document content type and the parent content drive is going to
be document and i will add it under the custom
content type click ok now the content type is ready so i will
go back to the document library from the left hand
menu so i can see all those channels folders here now if i
go to this library if i go to library settings
and if i click on add from existing site
content type now if i select from this option custom
content type and there is only one i will add that in the invoice content
type which we just created okay now the content type is added now
the next thing is that i need to apply that word template to this content
type so if i click on this invoice content type from the settings
page and then if i go to advanced settings
here it has a default template i can upload a
new template so i will check upload a new template document and click
on choose file i need to navigate to a folder where the
invoice template exists so i will select the invoice
template click open and then click ok so this will apply that custom
invoice template to this content type and we have already added this content
type to this document library definition so if i
go back to the documents now if i click on new here you can see
there's a default document content type and there
is also an invoice content type listed here now if i go back to
microsoft teams and if i just refresh the page and go to
the files tab under one of the channel and click on
new here i can see the invoice template is available to use so
if i click on that it will ask me to give a name for this
invoice i will just call it zero zero zero one
and click create now you can see that it is bringing the
invoice template here where i can change the name person and
all the other relevant information who is shipped to and what product you're
delivering for a description and all that kind of stuff
and if i just say total 100 for example so you can fill this information on this
invoice add a logo so this is a pre-defined template
which the other members in your team can use to
save some time and quickly fill in all the invoices so
once you're done with it you can just go back it will save it in
real time so the first invoice template is already
saved if i click on this one again now you can see the information
which i put in is saved already and if i go back to the
journal channel because this template is applied on the document
library level it does not matter which channel i go to
i will see the content type under the file tabs of every channel so if i go to
general channel i can see the invoice template listed
here so to just wrap up this video today you have learned how to set up
custom document templates for microsoft teams
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review the comments on the daily basis i will be happy to answer them thank you