XMetaL Tips and Tricks
XMetaL Community Forum › XMetaL Tips and Tricks › XMetaL Author for SharePoint, Part 5 of n – Document Creation
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nhu1 July 22, 2021 at 9:55 am
XMetaL Author for SharePoint, Part 5 of n – Document Creation
July 22, 2021 at 9:55 amParticipants 0Replies 0Last Activity 1 year agoDocument Creation
Creating document requires the following inputs:
- Location (folder or document library)
- Document template
- Document name
- Content type (optional, the default is [Document])
Document template is a regular document itself which serves as a template (initial draft) for the document being created.
The remote templates (from SharePoint server) and its corresponding documents must be in the same site-collection/root-web. The remote templates can be in any sub-webs or descendant containers of that site collection.
Document templates are provided from two sources:
- [Local Templates] are the files on the local file system which are provided from [C:\{XMetaL}\Template\].
- [Remote Templates] are the files on SharePoint server which can be configured via [Setup Remote Templates].
- The remote templates can be selected and grouped in folder-like structure.
- [Remote Templates] configuration is saved in [%appdata%\SoftQuad\XMetaL Cms\SharePoint2\dat\templates\remote.json].
[Recent Templates] is used for quick access to the recently used templates.
- [Recent Templates] is saved in [%appdata%\SoftQuad\XMetaL Cms\SharePoint2\dat\templates\recent.json].
[Setup Remote Templates]
- [DblClick/F2] – rename template group.
- [Del] – remove template group or template file.
- [Ctrl+Up/Ctrl+Down] – move template group or template file up/down in the list.
- [Ctrl + C/X/V] – move/copy template files between template groups.
- Any empty template groups will be removed during save.
If a document contains required fields, the document will not be checked in after creation.
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