Blog of Tips, Tricks & Resources from New Horizons Central

Nicole Winn

How to Create a Custom "Content Type" in a SharePoint Site

Improve productivity and efficiency of team members working in the Document Library



My name is Emil Rodgers from New Horizons Computer Learning Center of Atlanta.

For 19+ years, I have trained hundreds of students in Microsoft Applications and most recently SharePoint Site User, Site Owner, Site Collection and Site Administration, SharePoint Site Administration, SharePoint Designer, and SharePoint Online Power User!

I am currently certified in the SharePoint 2010 and 2013, and one of the tips and tricks that I love to demonstrate in the Site Owner Class if time permits; is how to manage “Content Types” in a document library!

Here is one example on how you can create a Custom Content Type in a SharePoint site, that provides more document template options for the site user when they need to create a new document in a library; when they use the New Document drop-down menu command on the file ribbon. Anything that we can do as Site Owners to improve productivity and efficiency of team members working in the Document Library, so everyone can work smarter and not harder! Teamwork makes the dream work! Hope the step by step instructions and screenshots helps out all my Site Owners and Administrators out there…

My motto is simply: “If we do things right, we work light! If we do it wrong, we work long!” Best of success to you all and I hope this information is not only helpful but relevant to you and your team!
 

Managing Content Structures (for Document Library)

 

  1. Create a document library.
     
  2. Allow management of content types (Library ribbon – Library Settings – under the heading “General Settings” click the link “Advanced settings” – Select “Yes” to allow management of content types.
     
  3. Create document templates for each file type, that you want to add to the New Document button on the Documents ribbon. Note: Save templates to the desktop folder, for easy access.
     
  4. Go back to the SharePoint site, use the Settings menu button to go to Site Settings – go to category Web Designer Galleries, and click the link “Site Content Types”.
     
  5. Create a custom content type for each template, then go to “Advanced Settings” on the Content-type information page and upload your templates to the content type.
     
  6. Go back to your document library, go to the library ribbon – library settings – under Content Types – “Add existing content types” to your library.

 

You now have several file types listed in the New Document drop-down menu on your Documents ribbon!


 

Screenshots:

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

New horizons sharepoint content type

 

 

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