About file properties
Document properties are details about a file that help identify it — for
example, a descriptive title, the author name, the subject, and keywords that
identify topics or other important information in the file. Use document properties
to display information about a file or to help organize your files so that you
can find them easily later. You can also search for documents based on document properties.
Types of
document properties
There are four types of document properties:
- Automatically updated properties include statistics that are maintained for
you by Microsoft Office applications, such as file size and the dates files are created and last modified. For example, you can search for all files created after March 3,
1999, or for all files last modified yesterday.
- Preset properties already exist (such as author, title, and subject), but you must enter a text value. For example, in
Microsoft Word, you can
use the Keywords property to add the keyword "customers" to your sales files and then search for all sales files with that keyword.
- Custom properties are properties you define. You
can assign a text,
time, or numeric value to custom properties, and you can also assign them the
values "yes" or "no." You can choose from a list of
suggested names or define your own. You can optionally link custom document properties
to specific items in your file, such as a named cell in Microsoft Excel, a selected item in PowerPoint, or a
bookmark in Word. For example, in a contract form
created in Word, you can create a custom file property that is linked to a
form field
that contains the contract's expiration date. Then you can search for all contract files with expiration dates earlier than the date you specify.
- Document library properties are for
files in a document library
on
a Web site or public folder. When you design a document library, you
define one or more document library properties and set rules on their values. When
users add documents to the document library, they are prompted to fill in
a form assigning values to each of these properties. For example, a document
library that collects product ideas could prompt the user for properties
such as Submitted By, Date, Category, and Description.
Setting
document properties
You can set document properties for the active file you're working on in
any Microsoft Office application. If you want to be reminded to set document properties
for every file you create, you can have
Microsoft Excel, Word,
or PowerPoint automatically display the Properties dialog box when you save files for the first time.
When you add a file to a document library, you are automatically prompted for
the file's document library properties.
Viewing
document properties
If a document is open, you can view its properties by using the Properties
command.
You can view the properties of any document by selecting the document in Windows Explorer or in the
Open, Save, or Search dialog boxes.
When you view a document library listing in a Web browser, each document name is
listed along with its document library properties.