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LinkedIn Learning

SharePoint Advanced: Document Creation and Automation

via LinkedIn Learning

Overview

Syllabus

Introduction
  • Why automate your documents
  • Demo of automated document creation
1. Templates
  • What is a template?
  • Understanding document properties
  • Planning your templates
  • Where to create a template
  • Creating a template library
  • Uploading your templates
2. Working with Site Columns
  • What is a column?
  • What is a site column?
  • Planning your site columns
  • Where to create a site column
  • Adding a site column to a library or list
  • Creating a lookup list
  • Creating a site column
  • Editing a site column
3. Working with Content Types
  • What is a content type?
  • Creating a content type
  • Creating a child content type
  • Editing a content type
4. Setting Up the Template Library
  • Adding a content type to a library
  • Assigning templates to a content type
  • Adding custom columns to your template
  • Updating your document templates
  • Assigning a template to a content type
5. Building Your Document Libraries
  • Creating a library
  • Enabling and adding content types
  • Customizing the new document menu
6. Working with Document Sets
  • What is a document set?
  • Creating a document set
  • Customizing a document set
7. Adding Documents to a Library
  • Adding a document to a library
  • Adding a document set to a library
  • Adding a document to a document set
Conclusion
  • Next steps

Taught by

Shari L Oswald

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4.7 rating at LinkedIn Learning based on 91 ratings

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