Applying a Folder Template - Web Parts for Microsoft SharePoint - English - Foundation 23.1 - OnBase - external

Web Parts for Microsoft SharePoint

Web Parts for Microsoft SharePoint
Foundation 23.1

Folder templates help you navigate a folder's contents by doing the following:

  • Filtering the view of folder contents when you open the folder. A template can be configured to display documents in a certain order by Document Type, or to display only documents of a certain Document Type by default.

  • Providing a visual indicator of documents missing from the folder. For example, if a Patient Information folder is supposed to contain the patient's Driver's License, a folder template may display an error message if the Driver's License Document Type is missing from the folder.

  • Identifying whether documents are missing certain Keyword Values, which may have been unavailable when the documents were indexed.

  • Sorting documents so they are displayed in a consistent sequence.

To apply or remove a template:

  1. Right-click anywhere within the Document List pane and select Template.

    The Apply Template dialog box is displayed.

  2. Select a template. If the folder has a template applied and you want to remove it, select <<No Template>> to display all the contents of the folder. Contents are displayed according to the configured Document Type order of the folder.

    Depending on the template configuration, all contents of the folder may be displayed when a template is applied. If this is the case, template documents are displayed first, followed by documents that do not meet the template criteria.

  3. Click Apply.

    The Document List pane displays any applicable documents or information. When a template is applied, the pane's heading changes to Template.