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johnjohn-0472 avatar image
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johnjohn-0472 asked PeterJamieson-1614 commented

Is there a way to map the MS word document properties inside SharePoint online document library


Inside MS word document we have the following properties:-

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and my question is if we can map these properties inside SharePoint document library? so for example i can populate the above properties inside word document >> upload the document inside an online SharePoint document library >> then the proprieties will be automatically populated inside SharePoint?


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Hi @johnjohn-0472,

Would you tell me whether your issue has been resolved or have any update ?
I am looking forward to your reply.

Gook luck with your work!



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Hi @johnjohn-0472 ,

I have updated my answer under your reply.
Would you tell me whether your issue has been resolved or have any update ?

Have a lucky day!

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EchoDu-MSFT avatar image
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EchoDu-MSFT answered PeterJamieson-1614 commented

Hello @johnjohn-0472 ,

When you upload files to the SharePoint Online Document Library, the SharePoint Library will auto fill in properties of files.

Please follow steps:

  1. Go to Document Library >> Library settings >> Advanced settings >> enable "Allow management of content type" function >> OK
    39525-doc1.png


  2. Return to the Library settings page, go to Columns section, click Add from existing site columns link.
    39552-doc2.png


  3. On the Add Columns from Site Columns page, you could select these columns under the Available site columns List >> Add >> OK
    39526-doc3.png


  4. When you upload file to Document Library, you will find some document properties auto fill to Library. This is because some properties in the file as metadata are auto mapped to SharePoint Online.
    39520-doc4.png


Thanks,
Echo Du
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I'm so glad I found this! Thank you for the very helpful and straightforward answer.

I'm wondering if there's a reason why there's no option to map the "Tags" property. I was expecting to see it in the "Available site columns" list, but it's not there. Any idea?

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If Tags maps to anything, it's "Keywords" (Sorry, I can't check)

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johnjohn-0472 avatar image
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johnjohn-0472 answered EchoDu-MSFT commented

ok thanks for your helpful reply.. i followed your steps and i am able to map the Status,Comments,title .. but i am not sure if we can create custom properties inside MS word and map them to SharePoint + if we can map the other properties such as Manager, company, etc..? i am asking if there is a built-in approach or using development approach such as creating a remote event receiver that can read the MS properties and populate the SharePoint list...

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Hi @johnjohn-0472 ,

Core document properties are those that are common to all Office applications. SharePoint includes the following columns that are mapped to these core document properties:

  • Title

  • Subject

  • Author (maps to the Creator core document property)

  • Category

  • Keywords

  • Comments (maps to Description core document property)

  • Status

However, some properties have columns with same or similar names in SharePoint, but they are not recognized : Company, Manager.

There is currently no manual way to map the properties to SharePoint. So if you want to managed properties in the word document, it is better to use SharePoint properties instead, since they are more clear to easily added or removed from SharePoint side.

Thanks,
Echo Du




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There are 3rd party apps that allow mapping of Office document properties to SharePoint columns. These typically work in a "pro-active" way that you need to use the 3rd party tool to upload the document and extract the properties during uploading. You may also wish to consider using "re-active" solutions such as Power Automate, Webhooks (e.g. https://docs.microsoft.com/en-us/sharepoint/dev/apis/webhooks/webhooks-reference-implementation) that only trigger after the document has been uploaded.
Paul | SLIM Applications

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Thanks for the reply, but based on my test the Author MS word property will be mapped to the Author SharePoint column and not to the Creator. also the Comments will be mapped to the Comments SharePoint column an not to the Description.. am i missing something?

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Hi @johnjohn-0472 ,

Yes,you are right. This may be due to my improper description which caused you to misunderstand.

The Mapping Table

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Effect picture

40321-property.png


Thanks,
Echo Du



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CharlesKenyon-8472 avatar image
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CharlesKenyon-8472 answered

Look, first, at the mapped properties included with Word under the Insert > Quick Parts > Document Properties.

I do not have Share Point. My impression is that the mapping is from SharePoint to Word, and not the other way around but I am speaking out of ignorance.

I do know that SharePoint can add to that list under QuickParts.

See:

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MikeSlaugh-9488 avatar image
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MikeSlaugh-9488 answered MikeSlaugh-9488 edited

You can definitely do it. Its been a feature since SharePoint 2007. In your list of documents add the columns that you want and put data in them. You can put even put whole paragraphs if you would like. There are multiple ways you can do this and some are better than others.

Here is a quick way but not the best way. You will need to open the developer tab in word. Then click on the XML mapping pane. here you can pick the one with Sharepoint or XML in its name. and you will see the list of your custom columns. Now in the word document with the XML mapping pane open on the right, right-click the value you want, and insert the control.

You can now change the value in the control in word or open the document library and change the value in the column and it will sync both ways. If you send this document to someone else who does not have the SharePoint library, they will just see the values you entered. Kind of like Mail Merge.

You can then set the default XML for this document or document library to always show the SharePoint values.

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RobertVallejo-3515 avatar image
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RobertVallejo-3515 answered

How Update Property Sharepoint with VSTO Add-In of Word. ?

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