In order to include them in the output from the conversion, each desired document property must first be defined here. If the property is to be output in the body of the document, the text can be formatted using the specified output format.īy default, no document properties are defined. The meta tag name is the name that identifies the property when placed in a tag in the head of the document. For each property, the template author can specify a default value to be inserted into the document should a value not be available, either from the document or the runtime API. Custom properties can also be created for insertion into the head and/or body of the output file. The template author can choose predefined properties from the document to be output as metadata or as content in the output. These can be used to insert arbitrary text and HTML markup into the output files. Exactly which properties are available is highly dependent on the input file format, and in most cases it also depends on whether or not the author provided this information.Ĭustom properties are defined by the author. An example of this is the Primary author, which is the author of the input document. Predefined properties are metadata fields stored in many file formats. There are two types of document properties: predefined and custom. We offer additional SharePoint training as well.The Add Document Property page allows you to add or remove document properties. We develop Word templates associated with Content Types these templates include fields for the Library metadata inside the document body as well as being visible and editable through the Document Information Panel. In the course we dig deep into the interaction between SharePoint Library metadata and Word. To learn more about working with metadata in Microsoft Office documents in SharePoint Libraries, plus lots of other document management tools, techniques, and strategies, take a look at our class Designing SharePoint Document Management and Records Management Systems in SharePoint 2010. There you have it, four simple clicks to open the Document Information Panel in Word (or Excel or PowerPoint). On the right side of the screen, click the Properties drop-down and choose Show Document Panel. In the left navigation panel, click the Info category. Click the File tab to go to the Backstage area. However, it’s not difficult to open the DIP, either. Unfortunately, once the DIP has been closed, it’s not so obvious how to show the it again. Open the Document Information Panel Through the Backstage Once it’s closed, however, the user may not know how to open the Document Information Panel again. It’s very easy for a user to accidentally (or sometimes on purpose) hide the DIP: This is done by simply clicking on the “ X”, as shown below. When opening a document uploaded to a SharePoint Library, the DIP often opens automatically. For Office documents that are not stored in SharePoint, the panel can be used to view and edit the Document Properties fields that are built in to Office documents. One of the most convenient ways to enter, edit, or view the SharePoint metadata for a Microsoft Word document (or other Microsoft Office document) is to use the Document Information Panel (DIP).
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