Enabling Automatic Updates for Metadata Fields

It is possible to add metadata properties to Microsoft Word and Microsoft Excel documents with the M-Files for Microsoft Office plugin. The Microsoft Office plugin is included in the M-Files Desktop installation package. For more information on this feature, see Add M-Files Property.

Note: In some environments, automatic metadata field updates decrease the performance.

To enable automatic metadata field updates:

  1. In M-Files Admin, go to the Advanced Vault Settings section.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Expand a vault.
    5. Click Configurations.
    6. In the navigation area, click Advanced Vault Settings.
    7. Open the Configuration tab.
      Result:The advanced vault settings are shown.
  2. Expand File Operations > Extension Filter for Embedded Metadata Update on Check-In.
  3. Click Add Extension.
  4. In the Extension field, enter the file extension, for example docx.
    The valid values are doc, docx, xls, xlsx, and ALL. With the value ALL, it is possible to update the metadata for all valid file types at the same time. If you set the value ALL, you must not have any other file extensions set.
  5. Repeat the steps 4 and 5 for each file extension.
  6. Click Save to save your configuration.