Document Management With SharePoint - Part 3
Written By: Knox Cameron -- 8/24/2011 --
(2389) comments --
Categories: Design, Document Management, Features, Integration with other products , Programming and Customizations, SharePoint 2010, SharePoint Foundation 2010, Workflow
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Creating a cover page
To create a basic cover page:
- Position your cursor at the start of the document (Ctrl Home)
- If we just insert a new page here, it will inherit the Heading 1 format
of the first paragraph of the sample document, so we need to do a bit of fiddling:
- Press Enter to insert a paragraph
- Press the up arrow to move up to the new paragraph
- Select Normal from the styles gallery on the Home tab of the ribbon
- Press Ctrl Enter to insert a page break
- Press Delete to remove the surplus paragraph at the top of the
original first page
- Press Ctrl Home to go to the new page at the start of the document
- Select the Insert tab on the ribbon and use the Table button to insert a
2 column table (the exact number of rows doesn't matter as it's easy to add
We will use this table to show information about the document. Let's start by
filling in what we have.
(For this tip, I am not going to spend any time on formatting the page in
Word to make it attractive and easy to read - I leave that as an exercise
for the reader! However, it's pretty easy to use the Table Tools -> Design
tab on the ribbon to apply a style to the table.)
Using SharePoint library columns
Type in the name of the first property ("Title") in the first column of the
table then press Tab.
Select the Insert tab on the ribbon. In the Text group, select Quick Parts ->
Document Property -> Title.
This cover page can be used to set property values for the document as well
as print them. This document currently has no title, so we can type a title into
the property in the document. As soon as we use the mouse to click into the next
row of the document, what we typed will become the title for the document.
- Normally, you would press Tab to go to the next row of the table, but
this does not work when you are typing into a property.
Repeat this process of typing the name of the property in the first column of
the table and inserting the property into the second column for the remaining
four properties shown.
As you can see though, this is only a subset of the columns from the
library in Word. We can see the document type (a selection from a small
range of options), client name (a lookup to a list of clients in SharePoint),
consultant name (a lookup to the user list in SharePoint), and review status
(another selection from some options). We can't see system information (like the
file name and date), calculated columns (like the Review by date), or additional
columns from the lookup (like the Client:City).
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