Creating an Excel Document template for a Document Library
Posted on 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.