Forum Discussion
How to set up templates that will inherit file properties from document sets
Hello! I have a SharePoint library in which I have created document sets that inherit metadata from a SharePoint list. It works as expected. I have several templates that are also generated as ...
I know this is old, but since this is the only discussion i've come across on this exact topic, I want to suggest the following article. https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/content-assembly-modern-template?view=o365-worldwide
This adresses the need to have the fields defined in a template before creating the document.
Robert Graauw
That page is a part of a series that starts with this note.