Currentlly my users upload documents and fill in document type meta data so finding documents and reporting is availible on these documents. I want to do the same from thje office application . It looks as if its possible under document properties but it doesnt work. Does anyone know of any 3rd party addins that would make this possble.?
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Fred Y Answered question March 5, 2018
What SharePoint and MS Office version are you using? There were recent changes on how this is used on newer releases.
You’ll see a SharePoint icon under View tab for Office 2016 release. You can also use File tab to modify metadata properties or select Advanced Properties.
You can also check details about Document Information Panel (DIP) for earlier MS Office versions.
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Fred Y Answered question March 5, 2018
It’s doable natively in Word. Insert -> Quick Parts -> Document Properties allows you to insert fields for most metadata. I usually put it onto a title page and/or document header or footer. Updating the metadata in the document flows back to SharePoint.
The document has to be associated with a content type in SharePoint first, a template associated with a content type, or a library with columns. This is quite neat. You can do File->New in SharePoint and generate the document from a template. That means you’ve got control on the template and can ensure they adhere to organisational style guides. My wish item though for SharePoint is to support template libraries. I’ve done this using Nintex, meaning you can have hierarchical / navigable submenus.
Excel is not so usable. You can display metadata, but not update it from Excel without macros – but writing macros makes possible, so long as your organisation permits macro enabled spreadsheets. PowerPoint is a real pill. I hope someone else can offer words of advice.
There are many third party add-ins which write back metadata.You can write your own Office add-in. See https://docs.microsoft.com/en-us/sharepoint/dev/sp-add-ins/create-a-sharepoint-add-in-that-contains-a-document-template-and-a-task-pane-add