Forum Discussion
SharePoint Library Templates - Alot of Files Need a Way to Clean Up
I have alot of templates that we use for contracts as you can see below. And by the way these are not all of my tempaltes I will have to add more. Is there a way to clean up the menu so its a bit ...
Hi VeeExcelLearn - you can add a couple of choice columns to the Library and tag each of the templates by their category and subcategory. Then create a view to group by category, then by subcategory. List and library column types and options (microsoft.com)
Create, change, or delete a view of a list or library (microsoft.com)
- But when you put them in a view, will I use the "Template" capabilities. Meaning I cant go to the New Button, select my template change it and then save it to a new file and in this case a contract. I think I would like to take advantage of the Templating function.
VeeExcelLearn Since you have a long list of templates, can you organize them into different categories and create a different library for each category to simplify things?
Unfortunately, I don't think there is an option to categorize or organize templates displayed under +New button into groups.
- That may be an option I would have to create a library for every single possibility of variation Or try to figure out if I can use power apps to do this. I would have to roll up my sleeve to learn this
