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Creating an Excel Document template for a Document Library

Posted on 2014-02-19
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Last Modified: 2014-02-19
I want to create a document library that uses a specific Excel doc as the default doc for new files (not uploaded ones as I would like to disable uploading if i can). I also want this doc to be viewable and editable in the browser. I have the excel services feature enabled. I am confused between seemingly different explanations for doing this. Some involve creating a new content type using this spreadsheet. Others involving changing the default doc type to this spreadsheet. I only need to use this spreadsheet as a template in one library and it does not need to be reusable elsewhere.

If you need more details about what I have tried, I created a new content type, and under it's advanced settings I uploaded the excel file i want to use. i have no idea where that gets stored. Then I added this content type to the library that I wanted and made this content type the default type and hid the prior default type. This shows up when they select file tab and then new document and the content type shows up. It forces me to open in the client app, and it lets me save, but gives me options for saving back to SP or locally. I don';t want a local save option if avoidable. Then, after saving back to SP, it shows up in the library. Then, when someone clicks on it to edit it, it opens in the browser but it is not editable. I want it to open in the browser when they create the doc and viewable and openable in the browser when editing, but it won't so I'm doing something wrong and misunderstanding something.

Can anybody point me to a clear article about this telling me which I should do and how to do it or can they answer it themselves in fairly simple terms? Thanks.
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Question by:BobHavertyComh
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by:regmigrant
ID: 39870291
I don't think its possible to disable local save but consider if that is realistic - if someone loses network connection a local save may be their only way to retain their work.

When you open any document from an external environment Excel will default to protected mode to prevent malicious attacks. If you want to adjust this go to file, options, trust centre, trust centre settings. there you can add the sharepoint folder as a trusted location or remove the 'protected mode' option all together (not recommended).

In addition add the sharepoint servers to the Trusted zone in Internet explorer (options, security)
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by:BobHavertyComh
ID: 39870319
Hi, thanks for your response. Local save options can stay. Here is the simple version of what I want to do. I want to use an Excel spreadsheet that I created as the template for all new documents that the users create in a SharePoint doc library. I want all creation and editing of these template based docs to be in the browser. In the later paragraph of my explanation, i mention problems I am running into and I think it's because I'm doing this the wrong way
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by:regmigrant
ID: 39870374
If you want to be able to share and update Office documents in a browser window you will need to use Office Web Apps - here's a link to the introduction for that:

http://office.microsoft.com/en-us/web-apps-help/introduction-to-excel-web-app-HA010378338.aspx

however this will need to be configured by your sharepoint administrator and requires specific license plans so its worth confirming those elements first
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by:BobHavertyComh
ID: 39870394
We have Office 365 SharePoint online. I thought we were supposed to be able to do what I am talking about if we do it the right way. Are you saying that someone can't use an excel doc as a document library template or content type that is creatable, and editable in the browser? Are excel services in SharePoint online only for viewing excel docs in the browser but not editing them or creating them?
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regmigrant earned 500 total points
ID: 39870431
not at all, just that the use of office web apps needs to be specifically configured by the sharepoint administrator and requires specific license plans which include their use (not all Office 365 plans do). In addition you can publish files on Skydrive and there is extra functionality there over sharepoint.

If all that is in place then you can create the document and '"save and send', 'Save to Sharepoint' and the users should be able to open/update in the sharepoint window.

I believe that the original document has to be created by the client app and is then available for update/view but it may be enough to have the template created in the client app and create documents from the template in the browser - I've never tried that.

The instructions for administrators are here:
http://technet.microsoft.com/en-us/library/jj219458(v=office.15).aspx
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by:BobHavertyComh
ID: 39870556
I think that SharePoint online already takes care of Office Web Apps functionality if I can even view these in the browser. And we are entirely Office 365. We have no office or servers of our own so I can't go down the on premise office web apps route and I don't think i need to. I tried an experiment where I merely tried to create a new word doc based on the out of the box word doc template that comes with a standard doc lib, and it behaved the same way. It made me create the doc in the client app, and then i could edit it in the browser, so I guess the behavior of the excel doc is disappointingly exactly how it should be and I did it right and this is the best we get.

I had really hoped that users could create new docs without the need for having excel installed, but if it doesn't do this with the out of the box word template, I probably have no hope of doing this with my own excel template.

Would you agree or disagree?
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by:regmigrant
ID: 39870683
I can only speak about the skydrive experience where Create is a prominent button on the toolbar and file new gives access to the usual templates.

this link also seems to imply that, given the right licenses and icons nadded to your site, multiple templates can be made available for document creation:-

http://community.office365.com/en-us/forums/172/t/6014.aspx
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Author Closing Comment

by:BobHavertyComh
ID: 39871010
I need to ask more specific questions in a new question now that you have answered this one.
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