Apply or Modify Advanced Settings in SharePoint 2010 - dummies

Apply or Modify Advanced Settings in SharePoint 2010

Sharepoint 2010 allows you to modify a lot of settings. You can enable management of content types, change templates, choose when to open documents in a browser, and more. Follow these steps to apply or modify the Advanced settings in SharePoint:

  1. Click the Advanced Settings link in the Library/List Settings page.

    The Advanced Settings page appears.


  2. Choose whether to enable management of content types by selecting the Yes or No radio button.

    If you select Yes, after applying, your Library/List Settings page will contain a new section for Content Types. The default is No.

  3. Change the document template (library only) by specifying a template URL.

    Libraries have a default template for new documents. Remember, you can start a new document in a library as well as upload documents that have been created previously. For example, the document template for a document library is the default Word template. You could change this is to an Excel or PowerPoint template. You could also change it to a custom template you created in one of these applications.

    If you’re working with content types, you can enable a different template for each document type. For example, your library may house contracts and have three content types for different contracts, all with a different template available off the New button.

    If you opt for a different document template, upload the template to the Forms folder in document library and change the Template URL in the Document Template section of the Advanced settings.

  4. Choose when to open documents in the browser (library only), the client application, or as the server default by selecting a radio button option in the Opening Documents in the Browser section.

    If the client application is unavailable, the document opens in the browser.

  5. Add a Custom Send To Destination (library only) by entering the name that should display on the Send to menu, and the URL destination.

    Similar to Windows commands (for example, Send to Desktop), you can create an option to appear on the Edit menu for documents in this library to be sent to another SharePoint destination. Supply a short name to appear on the contextual menu and a URL for the destination in the Destination Name and URL text boxes.

  6. Select whether folders can be created in this library/list by selecting the Yes or No radio button in the Folders section.

    Selecting Yes or No determines whether the New Folder command is available on the New menu. The default is Yes.

  7. Determine the search visibility for this library by selecting the Yes or No radio button in the Search section.

    Selecting No for the Search option can keep the items in the library or lists from being presented in search results, even if the site or library is included in Search settings. The default is Yes.

  8. Enable offline client availability by selecting the Yes or No radio button in the Offline Client Availability section.

    The Offline Client Availability option determines whether items in the library/list can be downloaded to offline client applications. The default is Yes.

  9. Add library/list location to the Site Assets library (library only) by selecting the Yes or No radio button in the Site Assets Library section.

    This new Site Assets Library option specifies whether this library appears as a default location when uploading images or other files to a wiki page. This can be especially beneficial for document libraries than contain images or a picture library. This keeps wiki editors from searching all over for the images they should be using. The default is No.

  10. Determine whether library/list can be viewed in datasheet view by selecting the Yes or No radio button in the Datasheet section.

    This option determines whether the datasheet can be used to bulk-edit data on this library or list. The default is Yes.

  11. Indicate whether forms should launch in a modal dialog box by selecting the Yes or No radio button in the Dialogs section.

    Modal dialog boxes get old pretty quickly, so select the No option on this page quite often.

  12. Click OK or Cancel.

    If you click OK, your selections are applied.

Other advanced configuration settings available in a list (not library) include a Yes/No option for allowing attachments for a list item (default is Yes) and item-level permissions. The default for item-level permissions in a list is for all members (contributors) to be able to read and modify all items. You can adjust these settings for users to either read only their own items and/or edit only their own items.