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Sync Sharepoint Content Type with Local Copy of Template

Posted on 2011-02-14
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Last Modified: 2012-06-21
I have an excel template that I have created as a "Content Type" on my sharepoint site.

At times, we need to update certain data on that Excel template.  We do this within our local network via a local copy of Excel.  When I save the new, updated version of the template I want it to update/sync with the "Content Type" version on the sharepoint site automatically so when a user creates a new document of that specific content type they are creating the document based on the changes we just made to the template.

I know I can do this manually, but we are planning to add many more content types to the sharepoint site, all which are regularly updated.  An automatic syncronization process would be preferable.

Maybe I can do this via sharepoint as well.  If I kept the original copy on our sharepoint site under some sort of other document repository that holds all our templates, maybe I could utilize sharepoint's revision control feature as well.

Is there a way of tying all this together??
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Question by:fwillerton
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by:KoenVosters
ID: 34892399
You could code it and have it update the files once a day using the SPContentType.DocumentTemplate Property.
But if you are trying to build a solution like this, I would propose to see if you can get the base information out of your excel so that you have a static template that can fill itself with information from somewhere else so that you don't need to update your excel files every time.
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by:fwillerton
ID: 34900256
Hmm.  That might work (static template).  However, how would I keep certain data sycronized to that template then?
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KoenVosters earned 500 total points
ID: 34901118
Just from an architecture point of view, in my eyes the best solution would be that the xls would be generated using openxml and stored in a SharePoint library. The excel file will be generated dependant on the data that you provide. If you change the data, the excel file would be generated differently.

If that is not an option, you could put data connections in the excel files to pick up the data.
http://technet.microsoft.com/en-us/library/cc262739(office.12).aspx
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