Adding a Content Type to a Library - Exercise

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Adding a Content Type to a Library - Exercise

Adding a Content Type to a Library

Duration: 10 to 15 minutes.

In this exercise, you will learn to associate the custom content type you built in the previous exercise with a new Document Library.

  1. Create a new Document Library.
    1. From the root team site, click the Settings icon and select Add an app from the menu.Site Actions menu
    2. Click the Document Library link in the Your Apps template choice page. Document library app template.
    3. Click the Advanced Options link on the Adding Document Library dialog. Advanced options link.
    4. Type "Reviews" in the Name field on the New Document Library form and leave the rest of the settings at their default values. Note that the default Document Template is set to Microsoft Word document.New document library form
    5. Click the Create button on the New Document Library form to complete the new library creation process.
    6. Click the FILES tab to open the toolbar in the new Reviews document library.Reviews documents tab
    7. Click on the New Document text and arrow, careful not to click on the icon above, and note there is currently only one choice in the drop-down menu titled New Document. Don't click on it; all you are doing is verifying that the library supports only one content type at this point.Reviews library New Document menu
  2. Add the Employee Reviews content type to the Reviews document library.
    1. Click the LIBRARY tab to open the toolbar in the new Reviews document library.Reviews Library tab
    2. Click the Library Settings button on the Library tab located in the Settings group.Library tab with Library Settings circled
    3. Click the Advanced Settings link on the Document Library Settings page in the General Settings region.Library Settings page with Advanced Settings circled
    4. Click the Yes option under the label Allow management of content types? and then click the OK button at the bottom of the page to save your change.Content Types Management region
    5. You should now see a Content Types region that was not being displayed before you made the change in the previous step.Reviews library content types region
    6. Click the Add from existing site content types link at the bottom of the Content Types region.Reviews library content types region
    7. In the Add Content Types form select Contoso Content Type in the drop-down box labeled Select site content types from. Select Employee Reviews in the list box labeled Available Site Content Types and click the Add button to move it to the list box labeled Content types to add. Click the OK button to save your changes.Reviews Add Content Type form
  3. Add a new document to the Reviews library based on the Employee Reviews content type.
    1. Click the Reviews link in either the Quick Launch menu or the Site's Breadcrumbs to take you to the Browse view of the Reviews library.
    2. Click the Documents tab in the Library Tools toolbar in the new Reviews document library.Reviews documents tab
    3. Click on the New Document text and arrow, careful not to click on the icon above, and note that now there are two choices of document types to create. Click the Employee Reviews link.Reviews library New Document menu
    4. Microsoft Word will open a new document based on the template you loaded into the Employee Reviews content type. Also note the Document Information Panel at the top of the Word document that has fields for the custom columns you defined with the Employee Reviews content type.Employee Review Word document
    5. Use the following information in the table to fill in the Document Information Panel fields.
      Field Data
      Title: Type "Homer's Review"
      Full Name: Type "Homer Simpson"
      Job Title: Type "Senior Technician"
      Contoso Departments: Select IT
      In the document body, change the title text "Company Name" to "Contoso". Feel free to fill out any additional information in the document you like.
    6. Click the Save icon in the top left corner of the Microsoft Word window.
    7. Choose Reviews in the Save As view in Word. Word Save As view.
    8. In the Save As dialog window, enter Homers Review.docx for the document file name and click the Save button.Word Save As dialog window
    9. Close Microsoft Word.
    10. Click the ellipsis next to Homer's Review item then click the second ellipsis in the balloon pop-up. From the drop-down menu, select the View Properties link.Homers Review item menu
    11. Note the properties that are displayed especially the properties that were added by the Employee Reviews content type. These properties represent additional meta data that is stored by SharePoint outside the document itself.Homers Review item properties
    12. Click the Close button to close the properties window for Homer's Review.
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