Request metadata before creating a document template

Question

Hello everyone, I have a question, I want to know if there is any way to when creating a document template appears a section requesting metadata before creating the template.

Answer 1

If you mean prior to creating the file based on the template in a library, no. The first action is creating the file prior to opening and entering an edit mode.

Answer 2

Hi @68100 ,

Whether you want to add metadata into document template?

If it is true, we could edit the template via library settins> advanced settings> Edit Tempalte> open the document template in word> Insert > Document Property >Quick Parts to select the metadata from sharepoint library.

Reference:

https://tracyvanderschyff.com/2015/11/17/the-lighter-side-of-microsoft-24-quick-parts-in-word-with-sharepoint/

If it is not feasible for you, please feel free to reply.

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