How to Add Templates to SharePoint Online document library

In this SharePoint Online tutorial, we will learn how to add templates to SharePoint Online document library. And also we will discuss below-mentioned topics such as:

• SharePoint Online document library templates
• Default document library templates in the SharePoint Online site
• Create a SharePoint Online document library template
• Customize the SharePoint Online document library template
• Limitations of the SharePoint Online document library templates

SharePoint Online document library templates

In this section, let us know about the SharePoint Online document library templates.

• SharePoint Online document library template is associated with the current and default document library like Word document opens with the Word and Excel sheet opens with the Excel notebook.
• A SharePoint document library template is a file that serves as a starting point for a new document.
• Mostly, we can use a SharePoint Online document template to save time. Rather than we have to spend more time in the document library.
•  The document template is very important. If we can work with sensitive documents and we need to make sure that everything is formatted properly.
• We are using a pre-approved template for SharePoint Online document library.
• In the SharePoint document library, we can save a document template and then reuse it anywhere in the library. 

Default document library templates in a SharePoint Online site

Similarly, in this section, we will discuss the default document library templates in the SharePoint Online site. Follow the below instructions for the default document templates such as:

• Open the SharePoint Online document library (Company Documents) where we can get default document library templates.
• Select +New drop-down menu bar, here we get all default templates such as:
  • Word document
  • Excel workbook
  • Powerpoint presentation
  • Forms for Excel
  • Visio drawing, etc…

• Follow the below picture that can represent the default templates in the SharePoint Online document library.

This is how to get default document library templates in the SharePoint Online site.

Create a SharePoint Online Document Library Template

We have created a SharePoint Online document library template as per our requirements. Follow the below steps to create a document template such as:

• Open the SharePoint Online document library (Company Documents) where we can add a template.
• Click on the +New menu bar -> Select the +Add template option (It is a new feature to the document library) as shown below:

• I have created a Template in the Excel sheet (Details Template) based on the business scenario. By using this template, users can provide their details as per their requirements.
• Now, select a template (Ex: Details Template) from our local device to upload to the document library.

• Once the template (Details Template) is uploaded, see the document library where we will see it in the +New menu bar as shown below:

• Once open the Details Template, it will appear in the Excel sheet and where the user can provide the details as shown below:

This is how to create a SharePoint Online document library template.

Customize the SharePoint Online Document Library Template

Likewise, in this section, we will learn how to customize the SharePoint Online document library template. For this follow the below steps to customize the template such as:

• In the SharePoint Online document library (Company Documents) -> Select +New drop-down window -> Click on the Edit New menu like below:

• In the Edit New menu window, where we can get the all document library temples and here we make changes as per our requirements.

• If we want to uncheck or re-arrange the menu choices, just uncheck the boxes and drag the templates from up and down.
• Click on the Save button as shown below:

• Now, see the below picture that how we can get templates after the customization. So now, when users want to create a new document based on these templates.

Similarly, if we want to change one respective SharePoint Online document template, just follow the below steps:

• Open the Edit New menu window by using the above-mentioned steps. and select the ECB menu (…) of the document template (Document Template).
• Inside the ECB menu where we can find the following options like Move Up, Edit, Change content type, and also Delete as shown below:

• For example, if we want to delete the template (Document Template) -> Click on the Delete option and it will give a confirmation window -> Select the Delete option like below:

This is how to customize the SharePoint Online document library template.

Limitations of the SharePoint Online Document Library Template

Here, we will discuss the limitations of the SharePoint Online document library templates. Follow the below-mentioned limitations such as:

• In SharePoint Online document library, we can’t find the option to Save the document library as a template. This option is only available in the SharePoint classic version.
• We can’t set a custom template for a SharePoint library by using Add an App feature, it is also only available in the SharePoint classic version. Now it is deprecated.
• Similarly, we can’t find an option like Upload a new document template under the Document section.
• You do not need to be a Site Owner to do the customization of the document templates. Site members also can edit the templates.

These are the most important limitations of the SharePoint Online document library templates.

Conclusion

From this SharePoint Online tutorial, we learned how to add templates to a SharePoint Online document library. And also covered the below-mentioned topics such as:

• SharePoint Online document library templates
• Default document library templates in the SharePoint Online site
• Create a SharePoint Online document library template
• Customize the SharePoint Online document library template
• Limitations of the SharePoint Online document library templates

You may like the following SharePoint Online tutorials:

• Add Pin to Quick Access to SharePoint Online Document Library
• SharePoint Document Library Check in and Check out