How to set Custom Document Property?

About this article

Document properties are data that sit on top of the document, also known as metadata. Document properties are often used for archiving purposes in Document Management Systems(DMS) such as SharePoint. These values can be set statically(using plain text) or dynamically using the binding syntax. There is a standard set of document properties and custom document properties. Custom document properties are used for properties that aren't covered in the standard set. Often times, this would be specialized metadata that is needed for a DMS system such as versioning, randomized ID numbers etc. Templafy itself uses custom document properties for internal functionality.

Pre-requisites

How to setting custom document properties?

1. Open Templafy task pane in your Office application
2. Go to the ellipsis menu in the task pane and click on Dynamics Designer
3. Go to the Document tab
4. Select Custom document properties 
5. Click the + button
   
   

During testing of the document, the custom document properties can be checked under File -> Info -> Properties -> Advanced Properties -> Custom.

Example 1

Setting a "Stage" custom document property as "Draft" statically.

Example 2

Setting a "Stage" custom document property using a dropdown form field from the user.

Example 3

Setting a "Location" custom document property using a form field from the user profile.

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