Document Management With SharePoint - Part 3
Written By: Knox Cameron -- 8/24/2011 --
(2490) comments --
Categories: Design, Document Management, Features, Integration with other products , Programming and Customizations, SharePoint 2010, SharePoint Foundation 2010, Workflow
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So now we've got documents in SharePoint and we've got some nice looking
views. What else can we do to leverage that information, particularly to get it
Let's look at some of the possibilities.
In part 1, we touched on using document properties and Quick Parts in Word to
bring in information from columns in the SharePoint library. We will explore
that further, using the example of creating a cover page for a document.
We will also look at how to bring in some critical pieces of information
which are not in the quick parts: the file name, modified date and file location
Finally, we will walk through creating a Quick Steps workflow that looks up
information from another list and from the SharePoint user list, as an
alternative way of getting more information relating to the document into its
Making more use of SharePoint data
In part 1, we saw how you can reference information from SharePoint library
columns inside Office documents. For example, where we have a library with these
Part 2 of the series for how we put the color coding into the view):
As we saw in part 1, you can display a panel showing the document properties
linked to these columns using File -> Info -> Properties -> Show Document Panel in
Word 2010, or Office -> Prepare -> Properties in Word 2007.
Let's go ahead and use those properties to make a cover page for when the
document is printed that shows how it has been classified in SharePoint.
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- Word has a built-in gallery of cover pages which I will not use for this
exercise. You could adapt them for your purposes. However, they
are not designed to integrate with SharePoint so, as they stand, they do not
use compatible document properties (see part 1 of this series).