Add property
To add object metadata to the content of a , , or document, click Insert Property in the tab. You can also add an electronic signature to a document. For more information, see Electronic signatures.
By default, the metadata fields in a , , or document are updated when someone opens the document in a desktop application. It is also possible to enable automatic updates for metadata fields on check-in. When this setting is enabled, the metadata fields are updated when metadata is changed in . To enable this feature, tell your system administrator to enable automatic updates for metadata fields.
Using Insert Property with document templates
The Insert Property function can be very helpful when you create document templates. automatically fills text fields or cells in the template with the selected properties when a user creates a new document. If a property does not have a value, the text fields or cells in the document templates stay empty.
To set a document to be used as a template in , use the Is template property. To control which users can set documents as templates, see Property definition permissions. It is, however, not necessary to set a document to be a template to add metadata to the document.
An property added into a document shows as a text field, which turns gray when clicked. In documents, properties show as cell formulas. documents show the properties as text areas.
Additional information about properties with date and time information
- Properties of the Timestamp data type added to documents always use the time 0:00. To have the timestamp include the correct time, ask your administrator to set up a property of the Text data type to contain the timestamp value. Then, use that Text property in your template.
- For instructions on how to change how date and time information is shown in the inserted properties, refer to the article How to change the date and time formats in Word templates.