It is also dynamic – if you drag and drop the same document into a different document library, the Properties panel within a document will adjust accordingly to the new metadata and will erase all the previous (old library) metadata properties. It will remember metadata from the last document library.
#UPDATE DOCUMENT PROPERTIES WORD 2013 DOWNLOAD#
That’s it! This trick also works if you just download a document from a SharePoint document library and start working on it offline. By the way, it also created another version of the document! Step 5: Check revised metadata in SharePointīack in SharePoint, checking the Document Information Panel shows revised metadata. Save the document back to SharePoint by clicking Save button in Word/Excel/PowerPoint. In my case, I am going to make a Status change from Pending to Submitted. Look at this! All of the SharePoint document library metadata exists in your document as well! All the choice and term store drop-down fields, date fields, text fields, whatever metadata you had in SharePoint document library exists in the document as well!Īs you click on the fields, you will see the same metadata choices as within a SharePoint document library.
Once in Word/Excel/PowerPoint, click on Info Tab, next click on Show All Properties When you open, make sure you open it with the native Word/Excel/PowerPoint application, not using Office Online. You can do so by using a Document Information Panel within a modern document library. Once uploaded, the document will retain the metadata columns from the library it is uploaded to. To be able to edit SharePoint metadata inside of the Office documents, the document has to exist in the SharePoint document library.
#UPDATE DOCUMENT PROPERTIES WORD 2013 HOW TO#
Here is how to do all this (it is quite easy!). Guess what, you can do it all right within the Office document (in this case Word doc) so the only thing left for you to do would be to save the document back into SharePoint document library. Since you finished the proposal and sent it off to a client, you also need to change a status from Pending to Submitted.
You opened the document from SharePoint, made a few changes. Say, you are working on a Client Proposal document, and it happens to be a Word document. Defining the properties is easy and you can use the DOCPROPERTY field to later recall the information.Did you know that you can edit SharePoint metadata inside of the Office Documents? That’s right, SharePoint is not the only place where you can tag your documents. If you need to refer to the same information over and over in a document, you may be interested in using custom document properties to implement those references. Using Document Properties to Ensure Consistent References What are you to do if you embed fonts in a document and then someone else cannot make changes to that document? Chances are good that this scenario has to do with the characteristics of the fonts you are embedding. Unable to Edit Document with Embedded Fonts This tip explains the basics of how to easily make such a change, without the need to manually open and edit each document. At some point you may want to make a change to each of the documents in a folder. Here is a quick look at what you can do about this situation.Īfter using Word for a while, it is easy to accumulate quite a few documents. Those dates can and often are modified by Word at seemingly inopportune times. Word maintains, in a document's properties, several dates such as the date the document was created and last accessed. Incorrect Last Modified Date on E-mailed Documents Instead you can add your phone number to the properties that Word maintains for each document. There is no need to add your phone number in the actual document text, however. It can be quite useful and not always in the ways that Microsoft intends. One way you can designate your responsibility for a document is to add your phone number to it. Document Properties is one of those long-standing parts of Office that is worth another look. Here's how to create those properties and later use them in a document.Įmbedding Your Phone Number in a Document Word allows you to keep track of any number of custom properties about a document.
Word keeps track of quite a bit of document-related information that it refers to as "properties." Here's how to control those properties and make changes in them. If you want to change this specific property in a large number of documents, you'll need to resort to using a macro, as described in this tip. One of these properties is the Title property. Word maintains a collection of descriptive properties for each document you create. If you want to hide this information from prying eyes, here's how to do it. When you save a file, the information from the start of the file is saved in the properties for the document and can be seen with very little trouble. Blocking the First Sentence from File Info