Document management with SharePoint - part 4
Written By: Knox Cameron -- 10/6/2011 --
(8) comments --
Categories: Configurations, Design, Document Management, Programming and Customizations, Search, SharePoint 2010, SharePoint Foundation 2010
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Creating child content types
Now let's create the content types for the individual documents that form part
of a product proposal. We'll start with the concept design, which we will assume
is normally a Visio diagram.
Select Create in the content type gallery. Name the content type "Product
proposal - concept design". I am going to name all the child content types
consistently like this, with "Product proposal" at the start of the name. This
gives me the ability to construct a search that would find all documents in this
set of content types, by searching for "product proposal" contained in the
content type field.
Give the content type an appropriate description, remembering that this is what
users will see in the New menu of document libraries. Select our custom parent
content type, and place the new content type into the same group.
Select OK to create the new content type.
Note how it has inherited the columns we configured in the parent content type.
Now, we need to give SharePoint the template to use when users create a new
concept design.. To do this, select the Advanced settings link. Use the option
to upload a template from your desktop, or point to an existing one in the
Note that you can use any document as a template - it does not have to be saved
as a template format file (e.g. .dotx or .xltx) from Office. It's also a good
idea to remove any existing information from the Author and Title fields in the
document properties of your template document, otherwise lazy users will not
bother entering that information when they create new documents from the
template, and your name will appear as the author of almost every document in
the system (don't laugh, this has happened to me!).
Select OK to save the changes. Again, we can use the breadcrumb to return to the
content type gallery. In the same way, create content types for bills of
materials and sales forecasts (both Excel), competitive analysis documents
(Word), and board presentations (PowerPoint). You will end up with something
like this in the gallery:
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