Document Settings - Part 1

Feeling your Word document boring? Easily customize properties with the Word Office Component

Document properties, also known as metadata, are some details about a file that describes or identifies that file. Document properties contain details such as title, author name, subject, and keywords that identify the subject or content of the document.

If you include document properties in your file, you can easily organize and identify them later. You can also search for documents by their properties or insert those properties into your papers.

Office 2010 - Office 2013

Learn more about document properties

There are five types of document properties:

  • Standard properties: By default, Word documents are associated with a set of standard properties: author, subject, and title. You can specify text values ​​for those properties to make the document easier to organize and define. For example, you can use the keyword attribute (also known as a tag) to add any keyword to your sales files. You can then search all sales records with that keyword.
  • Auto-update properties: These include file system properties (for example, file size or date when a file was last created or last changed) and statistics maintained by Office programs. (e.g., number of words or characters in a document). You cannot define or change attributes that update automatically.
    • You can use the automatic update properties to identify or find documents. For example, you can search for all of the files that you created after August 3, 2005, or for files that were last changed yesterday.
  • Custom properties: You may define additional custom properties for your Word documents. You can assign text, time, or numeric values ​​to custom properties, and you can also assign them to yes or no values. You may choose from a list of recommended names or define your own.
  • Properties for your organization: If your organization customizes the Document Information Pane, the document properties linked to your document may be specific to your organization.
  • Document library properties: These are some properties that are associated with documents in the document library on a website, or maybe in a public folder. When you create new document libraries, you can define one or more document library properties and set rules for their values. When you add a document to the document library, you are prompted to add values ​​for any required properties or to update any incorrect properties. For example, an Office document library that collects product ideas can remind people of attributes such as Sender, Date, Description, and Category. Whenever you open a document from an Office library in Word, Excel, or PowerPoint, you will have the ability to edit and update those document library properties in the Document Information Panel.

View and change properties for the current file

  • Click the File tab.
  • Click Information to view document properties.
  • To add or change properties, move the cursor to the property you want to update, and then enter the information.
  • Click the File tab again, and you will return to your document. Any changes you make are automatically saved.
  • Optional steps:
    • To see more properties, click the Show All Properties link at the bottom of the page.
    • To open a properties dialog box where you can add or edit all properties at once, as well as view document and statistics information, click Properties at the top of the page, and then click Advanced Properties.
      • On the Summary tab, you can add or edit Title, Subject, Author, Manager, Company, Category, Keyword (also known as Tags) and Captions.
      • To view custom properties, click the Custom tab.
    • To view the properties in a workbook panel, click Properties at the top of the page, and then select Show Document Panel.

Note: If your organization customizes the Document Information Panel, or if the document you want to view properties is stored on a document library server or document management server, the document property view may be displayed.

View or create custom properties

Custom properties are properties that you may define for your Office documents. You can assign text, time, or numeric values ​​to custom properties, and you can also assign them to yes or no values. You may choose from a list of recommended names or define your own.

  • Click the File tab.
  • Click Information.
  • Click Properties at the top of the windowpane, and then select Advanced Properties.
  • Click the Custom tab.
  • In the Name box, enter a name with an optional attribute or choose a name from the list.
  • In the Type list, select the data type for the property you want to add.
  • In the Value box, enter a value for the property. The value format that you enter must match the selection in the Type list. For e.g., if you select Number in the Type list, you must enter a number in the Value box. Values ​​that do not match the attribute type are all stored as text.
  • Click the File tab again, and you will return to your document.

Later Versions

Learn more about document properties

There are four types of document properties:

  • Standard properties: By default, Word documents are associated with a set of standard properties: author, subject, and title. You can specify text values ​​for those properties to make the document easier to organize and define. In Word, you can use the keyword attribute (also known as a tag) to add any keyword to your sales documents. You can then search all sales documents with that keyword.
  • Automatic Update Properties - these properties include file system properties (for example, file size or the date when the file was last created or last changed) and statistics maintained by programs Office (for e.g., the number of words or characters in a document). You cannot define or change attributes that update automatically.
  • You can use the auto-update properties to identify or find files. You can search for all files that you create after February 3, 2015, or all files that were changed most recently yesterday.
  • Custom properties - you may define additional custom properties for your Office documents. You may assign text, time, or numeric values ​​to custom properties, and you can also assign them to yes or no values. You may choose from a list of suggested names or define your name.
  • Document library properties - Some properties are associated with documents in the document library on a website or in a public folder. When you create new document libraries, you can define one or more document library properties and set rules for their values. When you add a document to the document library, you are prompted to add values ​​for any required properties or to update any incorrect properties. For e.g., a document library that collects product ideas can remind people of attributes such as Sender, Date, Category, and Description. Whenever you open a document from a document library in Word, PowerPoint, or Excel, you can edit and update those document library properties by clicking Information > File. All required attributes from the document library are indicated with a red border on the information tab in Word, Excel, and PowerPoint.

View and create custom properties

Custom properties are properties that you want to define for your Office documents. You can assign text, time, or numeric values ​​to custom properties, and you can also assign them to yes or no values. You may choose from a list of recommended names or define your own.

  • Click the File tab.
  • Click Information.
  • Click Properties at the top of the windowpane, and then select Advanced Properties.
  • Note:
  • In Access, you choose to view and edit database properties
  • In Project, you want to select project information
  • In Publisher, select the publication attribute
  • Currently, you cannot view or create custom properties for FileVisio
  • Click the Custom tab.
  • In the Name box, enter a name with an optional attribute or choose a name from the list.
  • In the Type list, select the data type for the property you want to add. In the Value box, enter a value for the property.
  • The value format that you enter must match the selection in the Type list. For e.g., if you select Number in the Type list, you must enter a number in the Value box. Values ​​that do not match the attribute type are all stored as text.
  • Click OK.

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