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Saving to WSS from Office applications

  Asked By: Beth    Date: Sep 12    Category: Sharepoint    Views: 930

I'm just starting to use Sharepoint (WSS) as a place to store information about our clients using a document library.

I have a Document Library that I've have added a couple of mandatory fields to.

If I create a document in the library by clicking on the New Document link, when I save it I am asked for the relevant meta-data, however it appears that if I upload a document or create a document off-line then when it is saved from the Office app onto the WSS site I am not asked to define the meta-data.

Is this by design or do I need to do something else to ensure that *all* documents saved to this library have the relevant meta-data set correctly?

I am using it to store pretty well all types of Office documents including One Note. The default document type is set to Word if that's of any relevance.



7 Answers Found

Answer #1    Answered By: Jennifer Jones     Answered On: Sep 12

Its asking for meta data in following cases

Onclick on Upload Document

Onclick of New Document

Opening a offline document  and saving  to wss  folder by using save  button

In which case it didn’t ask for you for metadata ?

Answer #2    Answered By: Annie Norris     Answered On: Sep 12

IIRC, the upload  process by-passes the profile screen. At the next check-in, however, if the columns aren’t populated, you should receive the profile screen to populate.

Answer #3    Answered By: Chadd Hahn     Answered On: Sep 12

That's a bit of a bother then. I use OneNote to take notes of meetings with Clients. I can write faster than I can type  and clients  find me using a tablet PC and a pen less intimidating. I guess I might have to create  the document, check it out and then when I check it in again, set  the meta-data. Bother. (again) That's twice botherish.......

Answer #4    Answered By: Cheryl Kelley     Answered On: Sep 12

you could always whip out a voice recorder and "hold them to it".

Answer #5    Answered By: Sharonda Mcfarland     Answered On: Sep 12

There is always the task pane. The Shared Workspace taskpane lets you set
the meta-data  within the Office app. It won't enforce this, but at least
you don't have to close and re-enter.

Answer #6    Answered By: Damon Garner     Answered On: Sep 12

Even more difficult to load up to a WSS site  and index

Just done a bit more testing. Even checking out and checking in a
OneNote doc doesn't seem to force the update of the metadata.

This is mighty bothersome....... (Winnie-the-Pooh meets Windows
Sharepoint Services)

Answer #7    Answered By: Christop Mcfadden     Answered On: Sep 12

Your commenst have made me dig a bit deeper and it would seem (for some
bizarre reason known only to MS) that OneNote does not have the
functionality to interact with document  Workspaces in the same way as
Excel, word  etc.

This document was a great help:


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