Enabling automatic updates for metadata fields

With the M-Files for Microsoft Office plugin, you can add object metadata to the content of Microsoft Word, Microsoft Excel, and Microsoft PowerPoint documents. The plugin is included in the M-Files Desktop installation package.

When you open a document in a Microsoft Office application, the M-Files for Microsoft Office plugin updates the M-Files values in the document with the metadata from M-Files. You can also set M-Files to update the values automatically when someone edits the metadata. This means that the document can stay checked-in in the vault and the M-Files values are still updated. 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.