Forum Discussion
Using custom content types, with metadata and the default New item behavior
Hi, This has been bothering me for a while, and this week I've finally had to confront it due to some project work I am involved in. Here's my situation. I have a document library for proposals ...
AndyTuke - completely agree ... we are currently rolling out Sharepoint and preparing libraries for users, who are really confused as you mentioned.
I have where possible used Document Sets so that 'New' documents added to the document set will inherit all the properties of the Document Set as opposed to retyping them. For example we are an NGO who receives grants from funders. We create a new document set for each Grant which prevents the users from typing in the Funder Name and Grant name and details (which are metadata we need for searching this library efficiently) ... they now only have to type in the document type.
I am sure others have more experience and have more helpful suggestions too ... I am relatively new to Sharepoint 
Btw I find this blog by Greg@SharepointMaven very helpful: https://sharepointmaven.com/5-ways-to-store-and-reuse-document-templates-in-sharepoint/