XMetaL Author for SharePoint, Part 5 of n – Document Creation

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Document 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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