As an administrative user, you can define shared document templates and properties that are available to all libraries on the server.
Property sheets, document templates, and document types can either be local or shared. Only administrators have the option to create these shared resources. Creating shared resources that are available to all libraries on the server is a good way to ensure consistency across those libraries. In addition, only shared resources will show up in search results. When a place manager creates a property sheet, document template or document type, those resources are local. That means that the changes affect only the library in that place, and are not shared across all libraries.
Property sheets are used to define metadata that can then be associated with a document. Types of metadata that can be defined in property sheets include a date, time, URL, or some text. In order for a document to be associated with the metadata in your property sheet, that property sheet must be defined in the document type. Document templates
Using templates can make document creation more efficient. A document template defines the content of a document and must be associated with a document type. To create a new document template, use an existing document. In order for a document to be associated with a document template, that document template must be defined in the document type.Document types
Document types associate property sheets and document templates with a document. A user selects a document type when creating a new document, and if that document type has an associated property sheet or document template, then the new document created by the user will inherit those properties and content. In addition to setting content and properties, a document type allows you to set versioning and workflow preferences. Document types are a useful tool to help you organize and retrieve documents. The information associated with a document type can be searched or used to create custom views containing sets of documents that share common characteristics.Categories
To set a default document type for a library click Manage library -> Manage Library Elements -> Document Types. If a default document type already exists, click Change. If there is no default document type, click Select a document type. If you save a template from a place with a default document type, the document type will be used as the default for all places created from that template.
Defining categories for a library can help organize the content. Only an administrator can create a category, and that category will be available across all libraries.
Create or edit a document type: qp85
Use document types to associate properties and templates with documents.
Parent topic: Managing libraries: qp85