Adding Document Content Types – Sharepoint 2010


The following instructions show how to add Document Content Types to your Sharepoint 2010 Sites and Document Libraries. 

For more information on Content Types Click Here

Add a Document Content Type to a Site

 

1.       Create a Template file and save to either a library or your computer and note for future use in these instructions.

a.       Best Practices   

                                                               i.      Product Templates

1.       Use the product name in the template name

a.       Word Template.dotx

b.      Excel Template.xltx

c.       PowerPoint Template.potx

                                                             ii.      Custom Templates

1.       Use a descriptive name that explains what the template is for.

a.       Example: Instructions Template.dotx

2.       Navigate to the highest level of the site you want the Content Type to be available to

a.       Content Types can inherit down if you want

3.       Click Site Actions > Site Settings

4.       Click Site Content Types in the Galleries section

 

 

 

5.       Click Create

6.       Fill in the fields below (See Screenshot below)

a.       Name: Use a short descriptive name (i.e. Excel, PowerPoint, Instruction Template, etc)

b.      Description: If one is required to explain the Content Type enter a description here

c.       Parent Content Type: Choose Document Content Types

d.      Parent Content Type: Choose Document

e.      Put this site content type into:

                                                               i.      Choose Existing Group: Document Content Types

 

 

 

7.       Click Ok

8.       Click Advanced Settings

 

  

 

9.       In the Document Template section (Shown below) select the appropriate option based on where you saved your template file in Step 1

10.   Enter the URL or Browse to your file

11.   Read Only should be No

12.   Update Sites and Lists should be Yes

 

 

 

13.   Click Ok

14.   Continue to the next section

Add a Document Content Type to a Document Library

 

15.   Navigate to the Document Library you want to add the new Document Content Type to

16.   Click the Library tab

17.   Click Library Settings

18.   Click Advanced Settings under General Settings

 

 

 

19.   In Content Types select Yes

20.   Click Ok

21.   Click Add from existing content types under Content Types

 

 

 

22.   Select Document Content Types from the drop down menu (Shown Below)

23.   Locate and select your Document Type name you set in Step 6a

24.   Click Add> button

 

 

 

25.   Click Ok

26.   Navigate back to the Document Library you specified in Step 15

27.   In the Ribbon click the New Document button

 

 

 

28.   Your new Document Type should now appear

29.   Repeat these steps for all Content Types to be added including Custom Templates

 


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25 thoughts on “Adding Document Content Types – Sharepoint 2010

  1. I have a problem, because when I try to open the new Document Type it appears in read-only mode. I only can save it in a local folder. Does anybody know what happens to me?

    Thanks in advanced

    • Maria,

      Check to see that the Document content type isn’t set to Read Only. To do this follow steps below:

      1. Navigate to site that Content Type was created
      2. Site Actions > Site Settings
      3. Galleries > Site Content Types
      4. Click on the content type you created
      5. Click Advanced Settings
      6. Verify the “Should this content type be read only?” is set to no

      There are some other reasons you’re seeing this issue. It could be one of these.

      64 bit IE has issues opening docs sometimes
      Using Chrome is not supported
      There are some issues using Office 2003 or older

      Check some of those to see if that helps.

  2. Hi,I’m using SharePoint 2010 server,but i’m using MS Office 2003 and 2010. so,i want two content types for these 2 types of word documents. Can you explain bit more detail on how to creat a templates? Please,…

    • I’m not sure why you’d want to have two separate templates for the two office products. I’ll answer your question, however.

      To create the templates you simply design your document in Word, Excel, PowerPoint, etc and then save the document as a template file. Then, when creating your content Type you will upload that newly created template file as the Content Type template file. Was that enough detail?

      Unless you have two specifically different templates for 2003 users and 2010 users there might not be a need to create two different templates. There is a compatibility patch I believe you can install on 2003 clients that allows them to open the .docx, .xlsx, .pptx 2010 file extensions so you shouldn’t have to create separate templates unless you have very specific needs that I haven’t thought of.

      I hope this helps.

  3. what happens if i upload a file to this library. can i specify which content type i want to chose before uploading a file to this library

    • Kukdai, yeah if there is more than 1 content type after uploading it will ask you to complete the properties form. In the firm at the top will be a content type drop down where your can select the right one and the form will change based on your selection.

  4. Hello, when I add my content type I get the following error….

    Error
    The formula contains a syntax error or is not supported.
    Learn more about the syntax for formulas.

    Troubleshoot issues with Microsoft SharePoint Foundation.

    Correlation ID: bda14496-dfd2-4fa8-a3c7-7cb305dfacda

    Date and Time: 10/22/2014 10:54:11 AM

  5. Hi, I am not even sure what it’s referring to for a formula. I am simply trying to allow Excel files to be created. Am i doing something wrong when uploading a “Document template”? I just have a blank Excel file saved as a template.

    • It sounds a bit like the content type you’re uploading to, may have a column that is a calculated field which is causing issues. You’ll want to look at the actual columns within the content type and see if there are any calculated ones. Then check to make sure they are actually working.

    • Take a look at all the columns within the content type you’re editing. See if there are any that are Calculated fields. If there are, go into that field and see what the equation is. It’s possible it is referencing a column that no longer exists anymore, or the equation is using a function no longer supported. This could be the case if the site was upgraded from one version of SharePoint to another.

  6. There are no calculated fields. I just want folks to be able to create an empty plain normal excel spreadsheet from SharePoint. The template I created is literally a blank Excel spreadsheet.

  7. I’ve tried creating a new library as Excel being the primary document template. When trying to add a word document/template as another content type, I receive the same error.

  8. Hi,

    Nicely presented article btw.

    I have an issue where some sites within the same web app do not allow the addition of a new local content type to the doc library.

    The sites in question are all site collections and have been created to a standard site stencil in each case, although with some front end ‘style’ development but no differences ‘under the hood’ of these sites. The content types create fine in the sites at issue, as they do in sites where they can be successfully added to a doc library.

    I have trawled the ULS logs against both the sites at issue and sites where the process works without issue but the picture being built by these comparisons is that the process is functioning fine in both the working and non-working site libraries. The processes just seem to throw an exception at the final set of events for adding to doc library, but there is no defined event within the processes that is indicated as the actual exception.

    Any thoughts would be great.

    • Hey Mark, my first thought is to try disabling the custom ‘style’ stuff. I’ve seen more issues with branding solutions than nearly anything else. Conflicts that one would never have imagined would be possible/plausible. Are you able to post the error messages you are getting? Are you using the Content Type Publishing or are you creating these content types in each Site Collection?

      • As you probably expect, I am unable to post specifics from the ULS logs due to who my client is. However the comparisons are virtually the same for a site with a working process of creating a new local content type and adding it to library and a site where it does not, the only difference being the final events of AddContentTypeToList.

        The actual exception is: “Operation is not valid due to the current state of the object”

        —————————————————————————–

        The process by event is as follows for both sites unless stated:

        MONITORING – ENTERING MONITORED SCOPE – (Request(GET:http/…client domain…/_layouts/AddContentTypeToList.aspx?…hex value with Unicode embedded…))

        LOGGING CORR DATA – NAME=REQUEST(GET:http/…client domain…/_layouts/AddContentTypeToList.aspx?…hex value with Unicode embedded…) – …Corr Id 1…

        LOGGING CORR DATA – Site=/…client domain…/ – …Corr Id 1…

        MONITORING – LEAVING MONITORED SCOPE – (GetFileAndMetaInfo) – Execution Time – …Corr Id 1…

        MONITORING – LEAVING MONITORED SCOPE – (GetWebPartPageContent) – Execution Time – …Corr Id 1…

        DOCUMENT MANAGEMENT – MetadataNavigationContext Page_InitComplete: No XsltListViewWebPart was found on this page [/_layouts/AddContentTypeToList.aspx?List=…hex value with Unicode embedded…]. Hiding key filters and downgrading tree functionality to legacy ListViewWebPart(v3) level for this list – …Corr Id 1…

        Next event is checking users (privileged info) under same Corr Id 1

        MONITORING – LEAVING MONITORED SCOPE – (EnsureListItemsData) – Execution Time – …Corr Id 1…

        MONITORING – LEAVING MONITORED SCOPE – (EnsureListItemsData#1) – Execution Time – …Corr Id 1…

        MONITORING – LEAVING MONITORED SCOPE – (EnsureListItemsData#2) – Execution Time – …Corr Id 1…

        MONITORING – LEAVING MONITORED SCOPE – (Request(GET:http/…client domain…/_layouts/AddContentTypeToList.aspx?…hex value with Unicode embedded…)) – Execution Time – …Corr Id 1…

        MONITORING – ENTERING MONITORED SCOPE – (Request(POST:http/…client domain…/_layouts/AddContentTypeToList.aspx?…hex value with Unicode embedded…))

        LOGGING CORR DATA – NAME=Request(POST:http/…client domain…/_layouts/AddContentTypeToList.aspx?…hex value with Unicode embedded…)) – …Corr Id 2…

        LOGGING CORR DATA – LOGGING CORR DATA – Site=/…client domain…/ – …Corr Id 2…

        MONITORING – LEAVING MONITORED SCOPE – (GetFileAndMetaInfo) – Execution Time – …Corr Id 2…
        **This event missing on site with issue**

        MONITORING – LEAVING MONITORED SCOPE – (GetWebPartPageContent) – Execution Time – …Corr Id 2…
        **This event missing on site with issue**

        DOCUMENT MANAGEMENT – MetadataNavigationContext Page_InitComplete: No XsltListViewWebPart was found on this page [/_layouts/AddContentTypeToList.aspx?List=…hex value with Unicode embedded…]. Hiding key filters and downgrading tree functionality to legacy ListViewWebPart(v3) level for this list – …Corr Id 2…

        ***The following is only present on the site with issue***

        RUNTIME – UNEXPECTED – System.InvalidOperationException: Operation is not valid due to the current state of the object. at
        **this is now followed by a whole series of attributes many of which relate to GUIDxx and BOOLEANxx functions spread over two lines with the same Corr Id 2**

        MONITORING – LEAVING MONITORED SCOPE – (Request(POST:http/…client domain…/_layouts/AddContentTypeToList.aspx?…hex value with Unicode embedded…)) – Execution Time – …Corr Id 2…

        —————————————————————————–

        As I said before, the local content types are being applied on a site by site basis, not enterprise level and the process was exactly the same during the process ie created using the same name, parent content type and in the same web app so the same environmental conditions apply less perms, however, as they were created by several admins operating from different physical sites perms is not the issue.

        —————————————————————————–

        For info, the events on either side of these sequences (relating to the same Process ID) are as follows:

        Before: Almost exactly the same process as above but relating to the _layouts/listedit.aspx? instead of the _layouts/AddContentTypeToList.aspx?

        MONITORING – ENTERING MONITORED SCOPE – (Request(GET:http/…client domain…/_layouts/_layouts/listedit.aspx?…hex value with Unicode embedded…))

        LOGGING CORR DATA – NAME=REQUEST(GET:http/…client domain…/_layouts/_layouts/listedit.aspx?…hex value with Unicode embedded…) – …Corr Id …

        LOGGING CORR DATA – Site=/…client domain…/ – …Corr Id …

        DOCUMENT MANAGEMENT – MetadataNavigationContext Page_InitComplete: No XsltListViewWebPart was found on this page [/_layouts/AddContentTypeToList.aspx?List=…hex value with Unicode embedded…]. Hiding key filters and downgrading tree functionality to legacy ListViewWebPart(v3) level for this list – …Corr Id…

        Next event is checking users (privileged info) under same Corr Id.

        MONITORING – LEAVING MONITORED SCOPE – (EnsureListItemsData) – Execution Time – …Corr Id…

        MONITORING – LEAVING MONITORED SCOPE – (EnsureListItemsData#1) – Execution Time – …Corr Id…

        MONITORING – LEAVING MONITORED SCOPE – (EnsureListItemsData#2) – Execution Time – …Corr Id…

        MONITORING – LEAVING MONITORED SCOPE – (Request(GET:http/…client domain…/_layouts/_layouts/listedit.aspx?…hex value with Unicode embedded…)) – Execution Time – …Corr Id…

        —————————————————————————–

        After: Appears to be building the rendering of the Quick Launch.

        Hope this helps you. Many Thanks in advance.

      • What cumulative update are you at on this environment? We had an issue with a patch that got installed a long time ago that had similar xslt type errors. Our issue had a different context than what you’re experiencing, but I’d look at what CU you’re at right now on that environment.

  9. Hi

    Many Thanks for your quick response.

    Surely if the process is working on some sites within the webapp then CU is not an issue? As that applies to the farm and should have an enterprise effect not just a few sites?

    Interested in your thoughts. I will check tomorrow.

    • I have not missed the point that the xslt error is present in both sites with and without the issue. I just don’t see that some sites would be selectively at issue over others for an enterprise applied patch. It may be worth noting that the SQL DB is the same for one working site and a non working a site whilst two other non working sites share the same DB as more working sites.

  10. I have not missed the point about the xslt errors being present in both working and non-working sites. I just see that an enterprise applied patch would cause selective sites to have the issue.

    It may be worth noting that the SQL DB is the same for one non-working site and a non-working site and a different SQL DB for two non-working sites and another working site.

    • How are the content types created? Through the Web interface, SPD, or visual studio? Are they being created manually in each site? Sorry for all the questions, just trying to understand the scenario.

      • Manually via UI on a site by site basis. We have a vast amount of enterprise content types and so bespoke local content types are added as required on individual sites rather than in the enterprise store as this locked out to the local admins.

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