Create a Typical Invoice Template for Teams Effortlessly

Typical invoice template for teams

hello folks welcome back in this video i will show you how to set up custom document templates for microsoft teams so stay tuned and let's go to the demo after this short intro for instance if you have a microsoft team and you want custom document templates to use under the file tab when a team member create a document he or she should be able to select a predefined template to fill in the information in this example i will configure custom invoice template for the team's file tab i have a project contoso here and under this project i have journal channel and raise invoices channel so under this raised invoices channel if i go to the files tab i can see this default template here if i click on this new drop down i can see word excel powerpoint onenote or form for excel now i want a custom invoice template to be displayed here as an option as a template so if i quickly show you the invoice template so this is a device template i want to put in so when someone click on new it should be selecting this invoice so a person can fill in the information and save the document so to do that i need to make some changes into sharepoint document library which is hosting this raised invoices channel so if i click on this open in sharepoint link this will open this document library inside the sharepoint from the top right setting icon i will click on library settings i need to go to advanced settings and then i need to allow management of content type to yes and then i will click ok now the next thing i need to do is i need to create a content type so by default there is a document content type here i can add an existing content type but i cannot create a content type here so i need to go back to the setting gear icon go to site settings and here under web design galleries i can see site content type so i will click on that and then i will click on create so this is the content type which will hold this custom template so i will call it invoice and it will be a document content type and the parent content drive is going to be document and i will add it under the custom content type click ok now the content type is ready so i will go back to the document library from the left hand menu so i can see all those channels folders here now if i go to this library if i go to library settings and if i click on add from existing site content type now if i select from this option custom content type and there is only one i will add that in the invoice content type which we just created okay now the content type is added now the next thing is that i need to apply that word template to this content type so if i click on this invoice content type from the settings page and then if i go to advanced settings here it has a default template i can upload a new template so i will check upload a new template document and click on choose file i need to navigate to a folder where the invoice template exists so i will select the invoice template click open and then click ok so this will apply that custom invoice template to this content type and we have already added this content type to this document library definition so if i go back to the documents now if i click on new here you can see there's a default document content type and there is also an invoice content type listed here now if i go back to microsoft teams and if i just refresh the page and go to the files tab under one of the channel and click on new here i can see the invoice template is available to use so if i click on that it will ask me to give a name for this invoice i will just call it zero zero zero one and click create now you can see that it is bringing the invoice template here where i can change the name person and all the other relevant information who is shipped to and what product you're delivering for a description and all that kind of stuff and if i just say total 100 for example so you can fill this information on this invoice add a logo so this is a pre-defined template which the other members in your team can use to save some time and quickly fill in all the invoices so once you're done with it you can just go back it will save it in real time so the first invoice template is already saved if i click on this one again now you can see the information which i put in is saved already and if i go back to the journal channel because this template is applied on the document library level it does not matter which channel i go to i will see the content type under the file tabs of every channel so if i go to general channel i can see the invoice template listed here so to just wrap up this video today you have learned how to set up custom document templates for microsoft teams file tab thank you for watching this video consider subscribing if you're new to the channel by pressing the red subscribe button below this video and click the notification bell icon so you don't miss any of my future videos as i upload new videos every week give this video a thumbs up if you found it useful if you have any question regarding this topic or any other query related to office 365 put in the comment section below i review the comments on the daily basis i will be happy to answer them thank you