For example, if your template is called Watermark.dotx, and you add it to the Forms folder of the Shared Documents document library, you would enter the following:įorm Library Enter the address of the custom template that you want to use in the Template URL field. The location is the web address of the template on the site, relative to the name of the site. In the Document Template section, do one of the following:ĭocument library Enter the address of your custom template in the Template URL field. In that case, go to your document library, and on the ribbon, select the Library tab, and then select Library Settings. If you don't see these commands, you may be in classic SharePoint. Right-click in a blank area in the folder window, and on the shortcut menu, select Paste.įind your document library under Contents, hover over the name, select the ellipses (.), and then select Settings. Select the Back button until you return to the library, and then select the Forms folder to open it. Right-click the file, and on the shortcut menu, select Copy. In File Explorer, browse to find the custom template that you created. For more info, see Open in Explorer or View with File Explorer in SharePoint. Important: If File Explorer does not open or you see an error message, you may have to add your site as a Trusted site in your browser settings. For example, Word opens if the default template is a Word template, or Excel opens if the default template is an Excel worksheet.įorm library The template opens either in a program compatible with SharePoint, either an XML-based form design program, such as InfoPath, or an XML editor. If your site is a part of a Microsoft 365 subscription, at this point, you may be prompted to enter your Microsoft 365 subscription username and password.ĭocument library The template opens in an app that is compatible with SharePoint and that is associated with the file type of the current template. In the Document Template section, under the Template URL field, select Edit Template. Under General Settings, select Advanced settings. In SharePoint Server, on the ribbon, select the Library tab, then select Library Settings.įor SharePoint in Microsoft 365, select Settings, and then select Library settings. Navigate to the site where your library is located. If your document or form library has a default file template for a program compatible with SharePoint, then you can edit the default template.įor other programs, you cannot directly edit the default template, but you can copy a new template file to the Forms folder of the library to specify a custom template. There are two ways you can change the default template: To customize the default template, follow these steps. Select the default application file format and version from the Document Template dropdown.Ĭustomize the default template for a document library Select Settings, and then select Add an App.Īdd a name, optional description, versioning, and if applicable, whether you want the library to receive email. Navigate to the site where you want to create your library. To set a file type to open a blank file in the appropriate program, Follow these steps. Set up a default file type when you are creating a library Then, when you or your users create a new file, it opens in the appropriate program with your customized features. For example, you can create a Word template with customized headers and footers, or other custom features, and make it the default template for that library. You can also customize the default file template for that library. When you create a SharePoint document library, you can set a default file type to open when a new file is created (for example, you can set a PowerPoint file as the default file type to open). SharePoint Server Subscription Edition SharePoint Server Subscription Edition Central Administration SharePoint Server 2019 SharePoint Server 2019 Central Administration SharePoint Server 2016 SharePoint Server 2016 Central Administration SharePoint Server 2013 Enterprise SharePoint in Microsoft 365 Office for business Office 365 Small Business Microsoft 365 admin SharePoint Foundation 2013 SharePoint Foundation 2010 SharePoint Server 2010 SharePoint in Microsoft 365 Small Business SharePoint operated by 21Vianet More.
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