- You create a content type in Microsoft SharePoint Online, and then you associate a template with the content type.
- You associate the content type with a list.
- You use the SharePoint 2013 Workflow Platform Type to create a workflow in Microsoft SharePoint Designer 2013.
- You configure the workflow to create a document that uses the content type with the associated template.
Note The template that's used for the content type must be based on the .docx Word document format.
Article ID: 2928106 - Last Review: 29 Dec 2016 - Revision: 1