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jproed01's avatar
jproed01
Copper Contributor
May 03, 2023
Solved

Issue Setting Custom Template in Sharepoint Library

Hello,


I am having trouble setting up a custom excel template for a document library. In the settings, it says to place the template in the Forms folder of the library, which I cannot find for the life of me.

 

I also tried creating a new Sharepoint site and library to test some things out, and the library looks completely different from the ones that are created on the original site. The first screenshot shows the original site and second shows the test site. On the test site, the library actually lets me upload a template when I click "new".  This option does not appear on the original site's library.

 

Any help is appreciated!

 

 

 

  • jproed01 

     

    First one is a classic site with a classic document library. Avoid using those, it's really old

    Newer is modern design and you've got alot more features.

     

    Press new and in the bottom you should have an item called add new template, here you can upload your excel template: 

     

     

     

  • jproed01 

     

    First one is a classic site with a classic document library. Avoid using those, it's really old

    Newer is modern design and you've got alot more features.

     

    Press new and in the bottom you should have an item called add new template, here you can upload your excel template: 

     

     

     

    • jproed01's avatar
      jproed01
      Copper Contributor
      Thanks for the info. Unfortunately, the original site was created a while ago, before I even started here. Is there a way to upgrade the classic site to modern without deleting all of the data/work put into the classic site?
      • You can go into library settings and choose new experience for that library but I would recommend creating a new site instead 🙂 Better trying to keep everything modern (which has been standard 5+ years)

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