How can I fix this?Īfter investigation and doing some tests, I'm afraid that what you want to achieve now may be unable to be achieved when integrating some site library columns into the Word document template and using the document template with Quick Parts in the Documentįrom your description, the best practice in your environment seems to be that you want to save a document template with Quick Parts mapped the library columns from SharePoint Online in the Document Set content and when the users populate the library column It is cumbersome for my users to have to open and close the document in Word desktop for the metadata to be populated correctly. After saving, the Word Online version is also correct. When I close Word desktop, it asks me to save.Į. Instead, it matches the metadata of the original template.ĭ. The metadata correctly updates when I open the new instance of the template in Word desktop. You can see the metadata does not match what I entered. You can see the Title metadata is populated with whatever was entered into the Document Set when the template was created.ī. Next, I create a new instance of the Document Set, and enter something for the Name metadata column.Ĭ. I open the template that was created with the new Document Set in Word Online. The first screenshot is my template, saved on my computer. I also wanted to use the type "Person or Group", but now I know that doesn't work.ģ.) I am posting several screenshots to illustrate the problem.Ī. Regarding your points,ġ.) The columns I am using are of type "Single line of text", "Multiple lines of text", and "Managed Metadata". * Once complete conversation about this topic, kindly Mark and Vote any replies to benefit others reading this thread. Tina - * Beware of scammers posting fake support numbers here. Unfortunately there is no out-of-box way to achieve your requirement, really sorry for the inconvenience. Regarding the second problem, I'd like to share with you the information that not all metadata columns are available under Quick Parts>Document Property in Word, and the Person or Group metadataĬolumn is one of this unavailable columns. Could you please share some screenshots about it?
#CAN MULTIPLE PEOPLE EDIT IN WORD ONLINE UPDATE#
The metadata used in creating the template." Seems the metadata doesn't update in Word online. The box in Document Set settings>Shared Columns as below?ģ." When a new instance of the Document Set is created and the template is viewed in Word Online, the metadata is the same as And for "I have checked the boxes that share the Document Set's columns with the items in the Document Set. Could you please share the column types you use?Ģ. Based on my tests, some columns may not display in Word online. Thanks for sharing the experience with us.ġ. I would like to be able to automatically populate a table with people's names and emails in the template, but the metadata is not available under Quick Parts > Document Property. How can I get the correct metadataĢ.) One of my metadata columns is of type Person or Group. If saved in the desktop version, the correct metadata is then visible in Word Online. The metadata is correctly updated only when the new instance of the template is opened in the desktop version of Word. In other words, the metadata does not match what was entered when creating the new instance I am having two problems:ġ.) When a new instance of the Document Set is created and the template is viewed in Word Online, the metadata is the same as the metadata used in creating the template. I then savedĪnd downloaded the template, went back to the Document Set's settings, and added the template as Default Content. I created the template by creating an instance of the Document Set, adding a Word document, opening it in the desktop version of Word, and adding the metadata using Quick Parts > Document Property. Set's columns with the items in the Document Set. I have checked the boxes that share the Document I want to add a Word document template that is populated with metadata as default content. I have a Sharepoint Document Library with a custom Document Set that has several columns of metadata associated with it.
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