The Office 365 platform provides users with the ability to add Office 2010 documents from the ribbon menu. In some cases, these menu options are missing from the document library. The reason for this is that perhaps the library does not have the content type definition to know about those documents. Another reason is that the content type is defined, but the site is not associated with them.
Verify if Content Type Exists
We will go thru the process of adding the Excel content type to the document library by following these steps: (note that the same can be repeated for other documents: Word, OneNote and PowerPoint)
- Click on Team Site
- Click on site actions
- Site Settings
- Under Galleries, click on Site Content Type
Under document types, check to see if you find the Excel entry, if it does not exist, we will create the new content type by taking these steps:
Create Content Type - Document
Click on the Create Link (top) and fill out the form as you see on the image. Notice the parent content type and existing group.
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| Add Content Type |
Now upload an Excel document template that you will like to use as the default template and press OK.
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| Associate Template |
This has added a content type with an associated document template. At this point, the site is not associated to this content type.
Associate Library to the Content Type
To enable the menu options on the ribbon menu, we need to follow these steps:
- From Team Site, click on the document library
- Click on the Library tab. This displays all the library functions
- Click on Library Settings (left side - see below)
- Make sure the library is able to manage content types, so click on Advanced settings
- Under Allow management of content types, select yes (see below)
This change allows for additional functions to be visible on the site settings. Continue with these steps:
- Click Ok
- Click on Add from existent content types
- Find the Excel Content type, and click Add
- Click Ok
The content type is now associated to the library. If you need to add additional documents, repeat the process and finish adding the other document content types. After you complete this, visit the document library again and click on the document tabs. You should now see the menu options which allows the user to create new documents.
I hope this helps
