About this article
- What are custom document properties?
- How to set custom document properties in a smart template?
- Custom document properties examples
What are custom document properties?
Custom document properties are data that sit on top of the document, they are also known as metadata. Custom 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. Custom document properties can be utilized to create properties that aren't covered by the standard set of document properties. Often, this would be specialized metadata that is needed for a DMS system such as versioning, randomized ID numbers, etc.
How to set a custom document property in a smart template?
When building the template settings and properties, the
Custom Document Property can be utilized to custom properties for the smart template. Setting the
Custom Document Property can be achieved by following these steps:
- In the Template Designer, navigate to the
Custom Document Propertyin the
- Enter the desired property name in
- Enter a static value or the required binding in
- Optionally, set an additional option to the property
Disable updates: Disallow the setting from being updated after its generation when edited by the user through the document content updater. This option will not be visible if the document content updater is not enabled on the smart template.
Add to document
Custom Document Propertywill be added to the smart template
Custom document properties examples
Custom Document Property to always use "Draft" as the
Custom Document Property to set the
Location property of the template based on the "Location" field originating from the user profile.
|Input||Location = "Copenhagen"||Location = "Berlin"|
Custom Document Property to save the name of the template as
This shows which template was used to create the document (in the example the 'Memo' template):
|Binding||"Templafy 'Memo' template"|