When you design a custom Document Information Panel, you can use it with multiple documents from Office Word 2007, Office Excel 2007, and Office PowerPoint 2007, or you can design multiple Document Information Panels. Top of Page Design a Document Information Panel In addition, by creating a template part to contain common fields, you can organize the efficient reuse of Document Information Panels in different 2007 Office release document types across your organization. For example, if you want to customize a Document Information Panel to display data from an external resource such as a Web service, you must use Office InfoPath 2007 to design that Document Information Panel.īy customizing the Document Information Panel, you can also add business logic, such as data validation, or add custom properties that are important to your organization. You do not need InfoPath installed on your computer to see a Document Information Panel in a 2007 Microsoft Office system document, but you do need Office InfoPath 2007 to design or customize Document Information Panels. The Document Information Panel is a Microsoft Office InfoPath 2007 form that is hosted and displayed within a document. Users can use these properties to organize, identify, and search for documents. These properties, also known as metadata, are details about a file that describe or identify it. The Document Information Panel, which is displayed in Office Word 2007, Office Excel 2007, and Office PowerPoint 2007 documents, enables users to view and change the properties for an individual file or for a content type that is saved to a document management server, such as a Document Workspace site or a library based on Windows SharePoint Services 3.0. Understanding Document Information PanelsĬreate or edit a custom Document Information Panel for a SharePoint content typeĪdd a custom Document Information Panel to a document This article explains how to use Microsoft Office InfoPath to design a Document Information Panel that is associated with documents for Microsoft Office Word 2007, Microsoft Office Excel 2007, and Microsoft Office PowerPoint 2007.
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