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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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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55 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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141 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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426 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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313 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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241 views

Concatenating values from multiple selection list box?

I am building a content type with a document template. Using InfoPath, I am customizing the template's Document Information Panel to automate the population of several fields in the resulting Word ...
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125 views

Set default lookup value in Document Information Panel

This is SP2010 Server. I have a custom Content Type "Meeting Agenda", which has not been modified other than having a particular Word document as it's Document Template. The only required column is ...
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39 views

Document information panel textboxes have wrong size

I have this annoying issue with my document information panel and that is the sizes of my two textboxes seems to be mixed. Column 'Opleiding' should have the size of column 'Periode' because it ...
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30 views

infopath document panel dropdown event not working

I have a sharepoint list named Resources, and here are 2 columns ResourseName and ResourseCost. [The infopath document panel is used to auto fill my word dotx file.] I have a content type field ...
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100 views

Multi-select lookup column displaying as textbox in DIP

I am bringing up a knowledge base solution for a support team, and I am trying to allow the owners of these documents to maintain their documents' metadata through the DIP in word. One of my fields ...
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2answers
69 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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88 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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95 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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161 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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191 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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1answer
1k 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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257 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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3k 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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1k 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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414 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
413 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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446 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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526 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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515 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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215 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 ...