Automatically inserting a cover page to any newly created document and or uploaded to sharepoint

[wmbran]

I am needing to insert a cover page automatically  to any document I upload to a sharepoint site.  I am able to use labels to classify the data,  However I would like to add cover sheet.  Can this be done?

[#2]

@wmbran 

In SharePoint Online, automatically inserting a cover page to any newly created document or uploaded document can be achieved through several methods. Below are two common approaches:

1. SharePoint Document Library Default Template:

You can set a default template for a document library in SharePoint Online. This means that when users create new documents within that library or upload new documents, SharePoint will automatically use the specified template. To add a cover page, follow these steps:

• Navigate to your SharePoint document library.
• Click on the "Library" tab in the ribbon.
• Select "Library Settings."
• Under the "General Settings," click on "Advanced settings."
• In the "Document Template" section, you can specify a template URL. You can host your cover page template on SharePoint or a public URL. SharePoint supports templates in Word format (e.g., .dotx or .docx).
• Save your changes.

Now, when users create a new document in this library or upload a new document, SharePoint will automatically use the specified template, including your cover page.

1. SharePoint Power Automate (formerly Flow):

You can use Power Automate (formerly known as Flow) to automate the process of adding a cover page to documents uploaded to a SharePoint document library. Here is a simplified overview of the steps involved:

• Create a new Power Automate flow.
• Set up a trigger for when a new document is added or modified in the SharePoint library.
• Use the "Get file content" action to retrieve the content of the uploaded document.
• Use the "Add a page" action (if using PDFs) or "Add a file" action (if using Word documents) to append or prepend the cover page to the document.
• Save the modified document back to the SharePoint library or create a new document in a different library.

This method provides more flexibility and customization options, but it requires some knowledge of Power Automate and might require a premium plan, depending on your specific needs.

Remember to thoroughly test any automation solution in a non-production environment before implementing it in your live SharePoint site to ensure it meets your requirements and does not disrupt your document management processes. The text and steps were edited with the help of AI.

My answers are voluntary and without guarantee!

Hope this will help you.

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