Forum Discussion
SharePoint Document Library Templates Save Location
I have the following scenario:
- I have a document library configured to always open in desktop app.
- I have predefined document types with template word docs linked to them
When I user selects "New" from the document library drop down and selects a document template, the document opens in Word but the default save location isn't picked. The user then has to go back and find the location again to save the document. My work around right now is to turn off the Always Open in Desktop App. Have the template document get created in the library. Then the user pick Edit in Desktop app. This isn't ideal because people get confused that they are not in the desktop app at times and some document feature do not work in the web app. For instance Linked Meta data fields do not populate.
Is there a work around or trick to make this work?
- Same annoying issue on multiple tenants here, there is not much info on this I was glad to find this thread.
JayCats Same issue here. Also, users need to have activated 'synch library' with OneDrive in order to be able to navigate in a standard 'windows explorer' user experience.
Very unfortunate and making this unusable for standard user population.
NThomanI have the same exact issue as you and have not been able to make this work as expected which renders SharePoint useless for this very common requirement. In my case I have document properties in the document as fields which require the use of the Word application (not the browser). I would never attempt the workaround you are using as my users would never in a million years figure this out. The site has many, many libraries so it is not reasonable to expect them to figure out where to put this (and the document properties wouldn't work anywhere else anyway).
This appears to be a complete miss by Microsoft... just straight up doesn't work the way we want it to (i.e. the way any normal user would expect it to). Hoping someone can prove that I'm wrong about this...
- I was really hoping someone was going to respond with I was doing something stupid.....
Didn't this work with On-Prem in 2016 and 2013? I thought it did.
I noticed a new issue with my work around. The option to "Open in Desktop App" seems to be missing for some people recently. Not sure if this is caused by permissions (I do have the list locked down since it is related to HR Employee Information) or an update to how the Web App now loads.- Figured out my issue with the "Open in Desktop App" issue. I had a custom roll for managers to approve documents but they also needed the permission "Use Client Integration Features".
