We offer additional SharePoint training as well. 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 set up those custom fields, go into the Info menu in Word, and on the right side of the screen, click on the dropdown arrow next to Properties > Advanced Properties. 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. To accomplish this, we can use document template, customize it, and by using Quick parts in Microsoft Office, we can save the metadata in the library and in Microsoft Office documents. Unfortunately, once the DIP has been closed, it’s not so obvious how to show the it again. Quite often, there is a situation when a user wants to save the documents with metadata in SharePoint library. 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).

Custom document properties word