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.
To enable automatic metadata field updates during document check-in:
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- Expand .
- Click Add Extension.
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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.
- Repeat the steps 3 and 4 for each file extension.
- Click Save.