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How to setup custom-templates in Microsoft Teams Channels

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In this article, we will show you how to set up document templates for Microsoft Teams channels. You can create custom document content types and assign custom Word/Excel or PowerPoint templates to specific Teams channels, which the Microsoft Teams members can use. Let’s go!

1. Go to the Microsoft Teams team and choose a specific channel

2. Navigate to the “Files” section

3. Choose “Open in SharePoint” and you will be navigated to the SharePoint page of the Teams channel

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4. Click on “Settings” (find the gear wheel in the upper right corner)

5. Choose “Library settings”

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6. Within the library settings-section, click on “Advanced settings”

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7. The advanced settings section offers you a list of different options to make adjustments. First, on the question of “Allow management of content types”, click on “Yes”. You can find this under “Content types” (see screenshot)

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8. Scroll down and click on “OK”

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9. Now, after being navigated back to the “Advanced settings”-section, you can see “Content types” including “Add from existing site content types” and “Change new button order and default content type”

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10. Click on “Settings” > “Site settings” (find the gear wheel in the upper right corner)

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11. Under “Web Designer Galleries” click on “Site content types”

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12. You will be navigated under “Site Content types” to the “New Site Content Type”

13. Choose “Create content type”

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14. Write the essential information into “Name and description”, then choose under “Parent Category” > “Document Content Types” and under “Content Type” > “Document”

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15. Scroll down and click on “Create”

16. Click on “Documents” (find “Documents” on the left side, where you can see all existing channels and folders)

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17. Click on “Settings” (find the gear wheel in the upper right corner)

18. Choose “Library Settings”

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19. Click on “Add from existing site content types”

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20. Select under “Select site content types from” > “Document Content Types” (as our example)

21. Click on “Onboarding Document” (as our example) and add it to “Content types to add”

22. Click on “OK”

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23. Now the content type is added. The next step is to apply the template to this content type

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24. Click on your new content-type (in our case “Onboarding Document”), then choose > Advanced settings > Document template > “Upload a new document template”

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25. Choose your file you would like to integrate into the Teams channel and click on “OK”

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26. Click again on “Documents” > “New” and your uploaded document-template will be available

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27. Congratulations! When you now navigate back to your Teams Channel and click under “Files” on “New”. The uploaded document-template will be visible and is ready to use!

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