*VIDEO* Adding a Content Type’s Metadata into its Document Template
In this video, we demonstrate how we can add a Content Type’s metadata columns into its document template.
The benefit of this is to improve end user efficiency, by ensuring that the information entered into the document doesn’t also then have to be populated into the document’s metadata columns, as well as guaranteeing that the information is consistent across the document’s content and metadata.
The video starts by taking viewers through an overview of Content Types, followed by a summary of what has already been set up prior to the demo, as follows:
Created ‘Meeting Documents’ library
Created ‘Document Templates’ library
Created content types: Meeting Minutes & Meeting Agenda
Uploaded templates into ‘Document Templates’ library