How to set 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. This article covers the standard document properties.

Prerequisites

Admin rights on Templafy tenant
Hive Dynamics Designer (Dynamics 2.0)

Document properties

The set of standard document properties include the following:

category
creator
description
keywords
subject
title
manager
company
hyperlinkBase

How to set Document properties?

Open Templafy task pane in your Office application
Go to the ellipsis menu in the task pane and click on Dynamics Designer
Go to the Document tab
Select Document Property (Dynamics Metadata)
Click the + button

The form contains these fields:

Property Name: select the document property field you want to use, in this case subject.
Property Value: enter the form field you want to use, in this case {{Form.Subject}}.

During testing of the document, the document properties can be checked under File -> Info -> Show All Properties:

Example 1

Setting the "Company" document property statically using plain text.

Input	"Templafy ApS"
Output	"Company" document property = "Templafy ApS"

Example 2

Setting the "Subject" document property using a textbox form field.

Binding	{{Form.Subject}}
Input	"RFP for Templafy"
Output	"Subject" document property = "RFP for Templafy"

Example 3

Setting the "Category" document property using a dropdown form field.

Binding	{{Form.Category.Name}}
Input	Form.Category.Name = "Contract"	Form.Category.Name = "Proposal"
Output	"Category" document property = "Contract"	"Category" document property = "Proposal"

Example 4

When a document created from Word is saved then by default the name will be the value of the document property 'Title'. If that is empty then it will be (part of) the text shown in the first paragraph of the document.
If the document is empty it will be e.g. 'Doc1.docx'.

Setting the "Title" document property using the StringJoin() function.

Binding	{{StringJoin(" ", "Memo", Form.Subject, UserProfile.Team)}}
Input	Subject = "Invitation", Team = "HR"
Output	"Memo Invitation HR.docx"

If you use "-" or "_" as separator (e.g. {{StringJoin("-", "Memo", Form.Subject, UserProfile.Team)}}then the output will be 'Memo.docx', as the name will be truncated by Word.
If you want to set the title for a document created with the Templafy WebApp then use the Document Name.

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