Create a modern template in Microsoft Syntex

Upload a document to create a modern template

Follow these steps to create a modern template.

  1. From a SharePoint document library, select New > Create modern template.

    Screenshot of document library with the Create modern template option highlighted.

  2. Select a Word document to upload from your organization’s SharePoint or OneDrive, or from your local storage.

    Screenshot of upload page where you select a document.

  3. After you upload the document, the document is displayed in the template studio where you can convert the document to a template by adding fields.

    Screenshot of the document in the template viewer.

  4. At the upper-left corner of the template studio, select the name for the template. The default name is the name of the document used to create the template. If you want to rename the template, select the default name or the pencil icon next to the name, type the new name, and then select Enter.

    Screenshot of the template viewer showing the name of the document to select to rename.

Create and reuse fields

When you select a document to create a modern template, you can create a new field and map it to multiple occurrences of the content with the same field.

For example, the name of a contractor can occur multiple times in a consulting agreement document. You can create a field named “Contractor Name” and associate it with all occurrences of the name throughout the document when you generate a modern template.

Screenshot of the document in the template viewer with a field highlighted.

To create and reuse a field:

  1. Select a section of the content, and when it appears on the field panel on the right, select Confirm. You can select as many occurrences as required.

  2. When the field is created, select Next to associate the created field with different data sources.

  3. When done, you can see the count of all selections in the field card with the field name and the associated data source.

    Screenshot of the Set up the template panel showing the field name and the associated data source.

Associate fields with different data sources

You can associate fields by:

Associate a field by entering text or selecting a date

On the New field panel:

  1. In the Name field, enter a relevant name for the field.

  2. In the How authors fill in this field section, select Enter text or select a date.

    Screenshot of the template viewer showing the New field panel for manual input.

  3. In the Type of info field, select the data type you want to associate with the field. Currently, there are six options available: Single line of text, Multiple lines of text, Number, Date and time, Email, and Hyperlink.

  4. Select Add.

    Note

    You can configure multiple date formatters such as MM/DD/YYYY, DD/MM/YYYY, YYYY/MM/DD, and Month DD, including setting time in both 12-hour and 24-hour format.

Associate a field by selecting from choices in a column of a list or library

On the New field panel:

  1. In the Name field, enter a relevant name for the field.

  2. In the How authors fill in this field section, choose Select from choices in a column of a list or library, and then choose Select.

    Screenshot of the template viewer showing the New field panel for input from a SharePoint list.

  3. On the Select a list for adding a source column page, select the list you want to use, and then select Next.

    Screenshot of the Select a list for adding a source column page showing lists.

  4. On the Select a source column from the existing list page, select the column name you want to associate with the field, and then select Save.

    Screenshot of the Select a source column from the existing list page showing column names.

    If you want to see the original page of lists again, select Go to (list name) link at the bottom of the list.

  5. When you're done, you'll see that the list field has been associated with the field.

    Screenshot of the New field panel showing the list field associated with the field.

  6. If you want users to be able to add inputs manually, in addition to choosing from a list, select Allow authors to add new choices. In this case, the default for the manual input data type is Single line of text. Also the values input by the authors will only be used to generate the document. They won't be added to the SharePoint list.

Associate a field by selecting from a managed metadata term set or term

On the New field panel:

  1. In the Name field, enter a relevant name for the field.

  2. In the How authors fill in this field section, choose Select from managed metadata term set or term, and then choose Select.

    Screenshot of the template viewer showing the New field panel for input from a term or term set.

  3. On the Select term sets or terms page, search for or select the term set or term to associate with the field, and then select Save.

    Screenshot of the Select term sets or terms page.

  4. When you’re done, you’ll see that the selected term set or term has been associated with the field.

    Screenshot of the New field panel showing the associated term set or term.

  5. If you want users to be able to add multiple values corresponding to the term set or term, select Allow multiple values. Also, if the term set is configured as an open term set, you can select Allow new values. If you enable this option, users who generate documents from the modern template can add new terms to the term set and add those terms as field values.

    Tip

    When you enable the Allow new values option (only allowed for open term sets), users are more likely to add redundant terms in the term store. Redundant terms can make it difficult for admins to manage a term set.

Associate a table with a SharePoint list or library

On the New field panel:

  1. In the Name field, enter a relevant name for the field.

    Screenshot of the template viewer showing the New field for associating a table field.

  2. Select the table section in the document you want to create a field for. You can view the table selection in the Fields section.

  3. Confirm the selection, and then select Next.

  4. On the Select a list for adding a source column page, associate a SharePoint list or library to the table.

    Screenshot of the Select a list for adding a source column page.

  5. Once the list is selected, map the list columns to the table columns.

    Screenshot of the template viewer showing how to map the list columns to the table columns.

    The associated list column names that match with the table header columns will be filled in automatically, which you can then modify.

  6. Next, map all the table columns to the list columns.

    Screenshot of the template viewer showing how to map all the table columns with the list columns.

  7. When all the table columns are mapped, you can see the table selection in the Fields section.

    Screenshot of the template viewer showing the table selection in the New field panel.

When users generate documents from the template, they can select relevant list entries to be filled in, and the table rows will increase or decrease based on the number of row selections made.

Add an image field

On the New field panel:

  1. In the Name field, enter a relevant name for the field.

    Screenshot of the template viewer showing the New field for adding an image field.

  2. Select the image section in the document you want to create a field for. You can view the image name and the alt text (a description of the image) for the selected image in the Fields section.

  3. Confirm the selection, and then select Next.

  4. You can choose to allow authors who will fill in the field to either upload images from any source—OneDrive or SharePoint or from local storage—or restrict the entries by associating it to an image column in a SharePoint list.

  5. You can choose to control how the image selected by the author will be filled in the document. If you select the Resize checkbox, then the uploaded image will be scaled to the dimensions of the image selected for templatization. If not selected, then the image dimension of the image uploaded by the author will be persisted.

    Tip

    When you enable the Resize option, users are more likely to have favorable results of the image dimensions in the template.

Save a modern template as a draft

You can create as many fields as you think are necessary. When you're done, you can choose to save the template as a draft.

  1. Select Save draft to save the template as a draft and you can access it later.

  2. To view, edit, or publish saved drafts from the Draft templates dropdown menu in the Modern templates, select New > Edit New menu from the document library.

Publish a modern template

When you have completed adding all relevant fields to the template and you want to make it available for use by other users in the document library, you can publish the template.

  1. Select Publish to publish the template to be used by other users in the organization to create documents.

  2. To view, edit, or unpublish published templates from the Published templates dropdown menu in the Modern templates section, select New > Edit New menu from the document library.

See also

Edit a modern template

Create a document from a modern template