A document information panel is a form that is displayed within the client application, and which contains fields for the document metadata. Document information panels enable users to enter important metadata about a file anytime they want, without having to leave the client application.

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Custom DIP without SharePoint

Is it possible to create a custom document information panel that doesn't store the information in SharePoint but instead populates the document properties with that information? I essentially want to ...
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157 views

Sharepoint Online Presence and Contact Cards

We are using O365/Sharepoint Online 2013 Plan 1 and I've been wondering that do we really need Lync to use the presence feature in Sharepoint (Newsfeed, comments, mysite etc.) or is there a way to ...
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2answers
619 views

Force users to enter document metadata before creating a new document in Sharepoint 2013 document library?

First off, I'm new to Sharepoint. With that out of the way, I have a document library based on a custom content type. When working with Sharepoint document libraries some users find the document info ...
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147 views

Display document properties in word file (akin to quick part)

Is there any way to display properties on a word document without allowing users to edit them? I have a custom doc information panel and word template set up to display certain SharePoint fields. I ...
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296 views

Word 2013 Document Information Panel “Currently Unavailable” bug with SharePoint 2013

I think I’ve found a bug in Word 2013 and Word 2013 SP1 when using SharePoint 2013 and SharePoint 2013 SP1. When the Document Information Panel is used in a Word Document, it doesn’t support Lookup ...
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796 views

MS-Word not allowing users to save a SharePoint document which has a field with multiple taxonomy terms

I tried creating an out of the box document library and added one taxonomy field. After I created a document and added a number of terms (about 50). If I try to edit the document in word it gives me ...
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728 views

Programmatically trigger “New document” action in a document library

I've been asked to check if it is possible to trigger the creation of a new document linked to a content type. Like, to make it simple, you have a webpart, a button, you click it, and it opens the ...
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2answers
87 views

Display read only properties

I am trying to add a 'Security Classification' field to the properties of a document. The requirements are that certain users should be able to change the field at a document library level, or if not ...
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1answer
114 views

Custom content type columns not getting displayed in document information panel

I created a new content type "Sales Proposal" inheriting from Document content type, which has a few required columns, and added it to my document library. However, when I create a new Sales Proposal ...
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131 views

Metadata changes in DIP not reflected in properties

we have a problem with Managed Metadata and changes in Document Information panel in Word. When a user changes a property in the DIP, the changes are not reflected in the documents properties after ...
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194 views

Document Information Panel (Infopath 2007 .xsn) crashes Word 2010 when creating an instance of the content type, any idea why?

My problem seems to be that whenever I create an instance of a document content type it seems to crash Word 2010, I've tested it on another PC with Word 2007 installed and it opens the document just ...
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328 views

Can an InfoPath 2010 form be built from an existing content type

I have several custom content types defined in a site collection defined as a hub. These content types have been published and I have some other sites that use these content types. I would like to ...
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2k views

How to enforce metadata in document information panel in SP2010

My document library supports several custom content types. When "Add new document" is clicked, the Browse dialog for uploading the file is followed by the Document Information Panel which is properly ...
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388 views

Using additional fields from Lookup in Word Document Information Panel

I have a Document Library in which I have a lookup columns to a Contact list, the contact list also includes linked values as email, phone numbers and so on. When creating a new word document in ...
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3answers
4k views

How to hide the Document Information Panel when creating a new Word document from a .DOTX file which was on a sharepoint site?

The title more or less says it all. I have DOTX files in a document library which people can download and create new word files from. The library DOES NOT have required columns or any special custom ...
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4answers
1k views

Document Properties Demotion from ListItem field is not working

I have a content type in a library configured with a word document as a template, it is the default content type. When creating via the UI from New item entering information into the DIP sets values ...
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1answer
2k views

Use of QuickParts in Word Templates in combination with Site Content Types

Situation: A Site ContentType (CT): Report (Parent = Document) A Word Template is attached to the report CT 1 root site with several subsites (A, B, C) Every subsite contains a library with the ...
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460 views

Shared columns of document set not set in Document Information Panel

After I upload a document in a document set, the edit form is being displayed and all of our shared columns of the document set are set by default as metadata of the document. When we start with a ...
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1answer
450 views

Hide managed metadata column in document information pannel

I am trying to hide a managed metadata column in the document information panel. I attempted to do this by setting the ShowInFileDlg property of the field to false however the field still shows. I've ...
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1answer
480 views

jQuery cascading dropdowns and Word

If a user clicks on New from a document library then a word template opens with metadata in the header section, will the SPServices jQuery cascading dropdowns work in the word's header? I doubt it. If ...
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565 views

Custom DIP Using InfoPath calling a web service - DIP Unable to Load

I have a Custom Document Information Panel developed in InfoPath 2010 - within which I am calling a Web Service to return a date value from the server. The DIP when opened independently works fine, ...
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1answer
575 views

Document Information Panel with Word Web App

When a SharePoint 2010 Document is opened inside Word Client, it shows the properties of that document in a Document Information Panel. How does this work with Word Web App?
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222 views

Custom DIP Validations not preventing word from Saving the document

I have a Custom Document Information Panel on a Microsoft SharePoint 2010 Document Library. In the DIP, I have fields in which custom InfoPath rules have been written to validate certain fields. For ...