This is part three of a four part series. Read the past SharePoint Content Types and Metadata posts.
Okay, so we’ve created three content types: AccountingBase, ARInvoice, and ARPurchaseOrder. Now we need to associate these content types to a document library.
- Navigate to the document library.
- We’ll use the AccountsReceivables document library in our Accounting site.
- Once in the site, click the Library tab in the ribbon bar. Click Library Settings.
Before we can associate a content type, we need to configure the document library to allow management of content types. If we don’t do this, we won’t be able to add a content type.
1.) In the General Settings group, click Advanced settings.
2.) The very first setting is Allow management of content types. Choose Yes. Click OK.
3.) You now have a new section called Content Types on the document library settings page. Currently, the only content type associated to the library is the default Document content type. Let’s add the two we want.
4.) Click Add from existing site content types.
5.) Use the Select site content types from and choose Accounting. You will see the three content types we created and added to the Accounting group. Add the two content types we want and click OK.
That’s it! You’ve now successfully added two content types to the document library. Now when users upload content to this library, they’ll be prompted for which content type the document applies to. After selecting one, the columns of that content type are exposed for metadata entry.
Thanks for reading and let me know if you have any questions!