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• MICROSOFT OFFICE TEMPLATES FOR WORD INVOICES HOW TO

In our case, we will select the invoice template. Then navigate to ‘Advanced Settings.’ You will see the ‘Document Template.’ Choose ‘Upload a new document template’ and select the word document. Once added, click on the content type recently added To do that, click on ‘Advanced Settings’Ĭhange the ‘Allow management of content type’ to ‘Yes.’Ĭlick on ‘Add from existing content types’ and select the content created in Step 1. You have to set the ‘Allow management of content types’ to ‘Yes’ to edit the default content type. Note that library settings are now located on the top right in SharePoint 2016 and Office 365

Use the Site Content on your SharePoint site to create that new document library Once we have the content type ready, we need to change to the creation of the new document library and assign NIFTIT Invoice VN as the default content type. The NIFTIT Invoice VN content type Step 2 You should end up with a content type that matches the field defined in your document. Click OK to create.įill in information about the new content typeĬreate all the columns based on the type of SharePoint’s offer. On the next screen, please provide name, description, select the parent content type = Document Content Type + Document, then select a group. Navigate to your site settings > Site content type > Create Billing date (Date – most likely the time of the last edit of the document).The address of thecompany (multiple lines of text).

We are going to create a SharePoint content type that will contain fields used to be a placeholder for the dynamic content. Invoice template created with Microsoft Word Step 1 We will be using an invoice template used to bill our clients in South East Asia and Hong Kong.

MICROSOFT OFFICE TEMPLATES FOR WORD INVOICES HOW TO

In this post, we are going to look at how to create Microsoft Office Document Templates using SharePoint Content Type and SharePoint Document Library. SharePoint is well-known for its Document Management System (DMS) capabilities, and one of its greatest strengths is the integration with the Microsoft Office Suite Documents.