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Microsoft Sharepoint Products and Technologies Resource Kit eBook

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Chapter 19: Working with Documents in SharePoint <strong>Products</strong> <strong>and</strong> <strong>Technologies</strong> 523<br />

the DocumentTemplate <strong>and</strong> the path to the template, click (Edit Template). Edit the<br />

template <strong>and</strong> then save it. The template for your document library must be stored in<br />

the Forms folder of the document library that uses it. If you customize the template<br />

after documents have been added to the document library, changes to the template<br />

will not be reflected in the existing documents. If you save the template with a different<br />

name, the path to the template should be changed by clicking Change General<br />

Settings in the General Settings section of the Modify Settings And Columns<br />

page. On the Document Library Settings “document library” page, in the Document<br />

Template section, specify the path to the file that you want to use as a template. The<br />

path is relative to the current website.<br />

Templates for document libraries can be in any file format that a client program<br />

compatible with Windows SharePoint Services can open (.doc, .xls, <strong>and</strong> so on).<br />

However, there are advantages to using a Web-based file format (.htm or .mht) for<br />

a template:<br />

■ Team members don’t need to have the appropriate client program installed to<br />

read a document that’s based on a Web page (.htm) or Web archive (.mht).<br />

■ Using the Web Discussions feature, you can attach threaded discussions within<br />

a document that’s based on a Web page or Web archive.<br />

Caution Template files include personal information such as server URLs<br />

<strong>and</strong> user account names. Share template files only with trusted users <strong>and</strong><br />

groups.<br />

Naming Conventions<br />

Some basic naming conventions include the following:<br />

■ The following characters are not allowed in file or folder names, although they<br />

can be used in property names <strong>and</strong> values: / \ : * ? “ < > | # { } % ~ &<br />

■ A file name or folder name cannot end in a period or contain two or more consecutive<br />

periods.<br />

■ File <strong>and</strong> folder names cannot be longer than 128 characters. Also note that the<br />

complete URL for the file or folder cannot be longer than 260 characters.<br />

Creating Document Libraries<br />

If you require additional document libraries, they can be created. The method to use<br />

depends on whether the document library is to reside within a portal site area or<br />

topic or in a specific type of website.

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