Enabling Automatic Updates for Metadata Fields

You can add metadata properties to Microsoft Word, Microsoft Excel, and Microsoft PowerPoint 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.

With M-Files Desktop, the Microsoft Office plugin updates the property values when the document is opened in the Microsoft Office application. In addition, you can set the metadata fields to be updated on the server when the document is checked in. This can be especially helpful for M-Files Web and M-Files Mobile users.

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

To enable automatic metadata field updates during document check-in:

  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. Select Configurations.
    6. In the navigation area, select 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 Extension, enter the file extension.

    These are the valid values:

    • DOC and DOCX
    • XLS and XLSX
    • PPT, PPTX, and ODP
    • ALL

    Use ALL to set the metadata of all valid file types to be updated. When you use this value, do not add other extensions.

  5. Repeat the steps 3 and 4 for each file extension.
  6. Click Save.