How to edit SharePoint Metadata inside of the Office Documents
STEP 1: UPLOAD AND TAG A DOCUMENT
The document has to exist in the SharePoint document library. Upload and tag a document by using a Document Information Panel within a modern document library .
STEP 2: OPEN THE DOCUMENT
Open the document with the Word / Excel / PowerPoint application, not using Office Online .
STEP 3: OPEN THE PROPERTIES PANEL
Click on InfoTab, next click on ShowAllProperties
All of the SharePoint document library metadata exists in your document.
STEP 4: MAKE METADATA CHANGES
For example, you need to change a Status from Pending to Submitted and save the document back to SharePoint by clicking Save button in Word / Excel / PowerPoint.
STEP 5: CHECK REVISED METADATA IN SHAREPOINT
In SharePoint another version of the document was created, check the DocumentInformationPanel
It works if you download a document from a SharePoint document library and start working on it offline.