Creating an Enterprise Content Type

 

1: Create a Content Type

2: Create a Document Template

3: Create New Items Using the Content Type and Template

1: Create a Content Type

1. Open your intranet site in Internet Explorer.
2. Choose Site Settings from the Site Actions menu.
3. In the Galleries section, select Site Columns.
4. Click Create.
5. Enter Loan ID in the Name field. Select Single Line of Text as the field type, and

then click OK.

6. Return to Site Settings, and then click Site content types in the Galleries section.
7. Click Create.
8. In the Name field, enter Loan Application.
9. In the Select parent content type from field, select Document Content Types.
10. In the Parent content type field, select Document.



11. On the Site Content Type Information page, click Add from existing site columns.
12. Add the Loan ID column and click OK.
 

2: Create a Document Template

1. Open a Word Document on your PC.
2. Click the File tab, locate the Properties drop-down menu, and select Advanced Properties.
3. Select the Custom tab. Enter Loan ID in the Name field. Select Text for the Type, and enter a value of 0001 in the Value field. Click Add, and then click OK.



4. Position the cursor anywhere in the body of the document. Choose Insert from the Ribbon; then Select Quick Parts >Field. In the Choose a Field section, select DocProperty. In the Field Properties section, select Loan ID, and then click OK.
5. Save the file as a Word Template (for example, Loan Application Document.dotx).
6. Open your intranet site in Internet Explorer.
7. From the Site Actions menu, select Site Settings. In the Galleries section, select Site Content Types.
8. Under the Custom group, click the Loan Application content type.
9. On the Site Content Type Information screen, click Advanced Properties.
10. In the Document Template section, select Upload a new document. Browse to the place where you saved your Word Template, and select the template file previously created in Word (for example, Loan Application Document.dotx). Click Open.
 

3: Create New Items Using the Content Type and Template

1. Open your intranet site in Internet Explorer.
2. In the Quick Launch navigation pane on the left, click Shared Documents.
3. Click the Library tab, and on the Ribbon, select Library Settings.
4. If the Content Types section is not displayed, click Advanced Settings, set Allow management of content types to Yes, and then click OK.
5. In the Content Types section, click Add from existing site content types.
6. Add the Loan Application content type, and then click OK.
7. Click Shared Documents on the breadcrumb navigation.
8. Select the Documents tab. On the New Document drop-down menu, select Loan Application. Word automatically opens and displays the Loan Application Document template.
9. Modify the value of the Loan ID value displayed in the Document Information Panel. Enter sample text and save the document. The new Loan ID value displays in the appropriate list column.