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Applies To Version(s): 3, 3.5 & 3.7 - Contact your ShareVision Product Expert to upgrade.

Add an Existing Content Type to a List/Library 

  1. Go to the Content Types section of a list or library. Ensure management of content types is enabled.
  2. Click Add from existing site content types.
  3. Filter available content types by group or search all groups.
  4. Click on a content type to select it and click Add.
  5. Click OK to save and finish.



Enable Management of Content Types 

  1. Go to List/Library Settings>Advanced settings, under General Settings.
  2. Select Yes for Allow management of content types?
  3. Click OK to save and finish.



Set the Default Content Type

There are two options for loading the New item form: Open the List Toolbar New menu or Document Library Toolbar New menu and select a content type; or, click New directly. This loads the New Item form for the default content type, often the most commonly used content type.

  1. Go to the Content Types section of a list or library. Ensure management of content types is enabled.
  2. Click Change new button order and default content type.
  3. Set the default content type in position 1.
  4. Click OK to save and finish.



View/Edit/Delete a Content Type 

  1. Go to the Content Types section of a list or library. Ensure management of content types is enabled.
  2. Click on a content type to load its settings page. Note: the content type settings page looks very similar to the list/library settings page. Be sure you are on the correct settings page before applying changes.
  3. Choose:
    • Edit: Edit settings, included columns and column details. See Columns for more information.
    • Delete: Click Delete this content type, in the Settings section.



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