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

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?

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 Document Property (Dynamics Metadata)
5. 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.

Example 2

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

Example 3

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

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.

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