Add Document Properties In Excel

If you are using Excel 2007, you can open the Document pane by clicking the Office Button Prepare Properties. Then it displays the Document Properties Pane at the top of working area. You can add or modify the authors in the Author box, and add or modify document properties as well, such as title, category, subjects, etc. Check if all documents have the same behavior. Open ExcelFileAccountcapture a screenshot of all info under Product Information. If anything is misunderstood, please share with us more details about how you add custom document property and capture a screenshot of 'Custom tab are grayed out'.

Document properties are also referred to as metadata. They include information related documents such as title, author name, subject, and keywords to identify the document's topic.

This example sets to fields with 2 different user ids. Dim User1 As Variant Dim User2 As Variant ' This will set the internal variables to have the same structure as the sharepoint user field, being Variant / String, which is important for writing the values back to the sharepoint item properties later User1 = ThisWorkbook.ContentTypeProperties.

In Microsoft Word, there are the following four types of document properties -

  1. Standard properties
  2. Automatically updated properties
  3. Custom properties
  4. Document library properties

Create a custom property for the current Word document

In Microsoft Word 2010, follow the below steps to create a custom property for current Word document -

Javascript Document Properties

Step 1: Open the new or an existing Word document.

Step 2: Click on the File tab at the top left corner of the document.

Step 3: A list of file options will appear on the screen with the selected Info tab.

Step 4: Click on the drop-down menu associated with the Properties. Select Advanced Properties from the Properties drop-down menu.

Step 5: A current document Properties dialog box will appear on the screen in which click on the Custom tab.

Step 6: A custom tab will open with the following text fields -

Name: Enter the Custom property name in the Name text field or you can also select name from the Name list.

Type: Select Type from the Type list

Value: Type Value for the custom property

Once you enter Name, Type, and Value in the custom tab, click on the OK button at the bottom of the screen.

Now, you can see that your desired custom properties are added to the Properties section.

Set Advanced document properties in Word document

Follow the below-mentioned steps to set advanced document properties in Word document -

Step 1: Open the new or an existing Word document where you want to set advanced document properties.

Step 2: Go to the File tab on the Ribbon. A list of File options will appear with the selected Info option.

Step 3: Click on the drop-down menu associated with the Properties and select Advanced Properties on the right side of the Info screen.

Step 4: An Advanced Properties dialog box will appear on the screen in which click on the Summary tab.

Step 4: A Summary dialog box will appear on the screen in which enter the information related to your current documents such as Title, Author, Subject, Company name, Keywords, and more.

How To Add Document Properties In Excel

Once you fill all necessary information in the Summary dialog box, click on the OK button, as shown in the screenshot below.

Now, when you open the Info Tab, the information you entered in the summary dialog box will appear on the screen.

Show advanced document properties to the current document

How to add document properties in excel 2016

Microsoft Word allows you to show (display) and edit the advanced document properties at the top of the current document.

Follow the below instruction to see the advanced document properties -

1. Open the Word document where you set the advanced document properties.

2. Go the File tab on the Ribbon, a list of options will appear on the screen with the selected Info tab.

3. Click on the Properties drop-down menu and click on the Show Document Panel option on the Right corner of the Info screen.

4. The screenshot below shows that Document Properties option will automatically appear at the top of the current Word document.

Note: Using the Document Properties panel, you can also edit the entered information.

To close the Document Properties panel, click on the cross (×) button in the upper right corner of the Document Properties panel.

Next TopicHow to change paper size in the Word document

Adding the Share Workbook and Track Changes Legacy Features in Excel 2016

Excel

With a software update to certain versions of Excel in late summer 2017, Microsoft bought in a new co-authoring feature to support sharing of workbooks online. At the same time, Microsoft designated the Share Workbook and Track Changes as legacy features and removed them from the Excel ribbon. These legacy features are still available to users who want to add them to their version of Excel.

The Share Workbook and Track Changes features are useful for sharing a workbook on a network drive rather than online. You may add them to the Quick Access Toolbar, or you may add them to the Excel ribbon by creating a new group and adding them to the new group.

Add the Share Workbook and Track Changes Legacy Features to the Quick Access Toolbar

  1. Click the Customize Quick Access Toolbar button at the right of the Quick Access Toolbar and then click the More Commands option at the drop-down list.
  2. Verify that the QuickAccessToolbar option is selected in the left panel at the Excel Options dialog box, click the Choosecommandsfrom option box arrow in the right panel, and then click either the CommandsNotintheRibbon option or AllCommands option at the drop-down list.
  3. Scroll down the Commands Not in the Ribbon or All Commands list box and then double-click the Share Workbook (Legacy) option. The Share Workbook (Legacy) command is added to the Customize Quick Access Toolbar list box.
  4. Scroll down the Commands Not in the Ribbon or All Commands list box and then double-click the Track Changes (Legacy) option. The Track Changes (Legacy) command is added to the Customize Quick Access Toolbar list box.
  5. Click the OK button.
  6. The Share Workbook (Legacy) and Track Changes (Legacy) commands are added to the right side of the Quick Access Toolbar.

Add the Share Workbook and Track Changes Legacy Features to the Ribbon

  1. Click the File tab.
  2. Click the Options option in the left panel at the backstage area.
  3. Click the Customize Ribbon option in the left panel at the Excel Options dialog box.
  4. Click the Review option in the Main Tabs list box in the right panel.
  5. Click the New Group button.
  6. Verify that the New Group (Custom) option is selected in the Main Tabs list box and then click the Rename button.
  1. With the text selected in the Display name text box at the Rename dialog box, type Collaborate. (Do not type the period.)
  2. Click the OK button.
  1. Click the Choosecommandsfrom option box arrow in the right panel at the Excel Options dialog box and then click either the CommandsNotintheRibbon option or AllCommands option at the drop-down list.
  2. Scroll down the Commands Not in the Ribbon or All Commands list box and then double-click the Share Workbook (Legacy) option. The Share Workbook (Legacy) command is added to the Customize Quick Access Toolbar list box.
  3. Scroll down the Commands Not in the Ribbon or All Commands list box and then double-click the Track Changes (Legacy) option. The Track Changes (Legacy) command is added to the Customize Quick Access Toolbar list box.
  4. Click the OK button.
  5. The Share Workbook (Legacy) and Track Changes (Legacy) commands are added in the new group Collaborate on the Review tab of the Excel ribbon.

Affected Courseware
Advanced Microsoft® Excel® 2016, Chapter 14, Sections 14.3 and 14.4 (textbook pages 685–693)
Benchmark series, Microsoft® Excel® 2016, Level 2, Chapter 6 (textbook pages 147–154)

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