How to add and use Templates in a SharePoint Document Library

Microsoft has released a new feature in SharePoint that allows site editors to created templates for use in Document libraries. Describes how you can utilize the new template feature so that users can fill out the templates on the fly in your SharePoint document library and save it directly to the SharePoint document library.

Overview

This articles explains how you can utilize the new template feature so that users can fill out the templates on the fly in your SharePoint document library and save it directly to the SharePoint document library and it won't be overwritten every time users fill it out. 

How to Add a Template

1. Navigate to the Document Library by clicking on the Settings Icon in the upper right corner from the Home page and select Site Contents. 
2. Click the desired Document Library. 
3. Click on the "New" button in the document library.
4. Select "+ Add template" to upload a template file from your computer. 
5. In the File Explorer window, select the Word or Excel file to use for the template. Then click on the Open button.  * The file will be uploaded to the document library and a link automatically added to the New menu.

Alternatively, you can upload a template by:

1. Click on the "Upload" button in the document library.
2. Select "Template" to upload a template file from your computer. 
3. In the File Explorer window, select the Word or Excel file to use for the template. Then click on the Open button. 
4. Click "Add to New" to make the template available in the "New" menu, check the template file in the list and then "Save" to finalize the template.  

 

Using a Template

1. Click on the "New" button in the document library.
2. Select "+ Add template" to upload a template file from your computer.
3. Selected the desired template.
4. The file will be opened with its associated program, save file with a new name.