One of the most convenient ways to enter, edit, or view the SharePoint metadata for a Microsoft Word document (or other Microsoft Office document) is to use the Document Information Panel (DIP). For Office documents that are not stored in SharePoint, the panel can be used to view and edit the Document Properties fields that are built in to Office documents. When opening a document uploaded to a SharePoint Library, the DIP often opens automatically. It’s very easy for a user to accidentally (or sometimes on purpose) hide the DIP: This is done by simply clicking on the “ X”, as shown below.
Once it’s closed, however, the user may not know how to open the Document Information Panel again. Open the Document Information Panel Through the Backstage Unfortunately, once the DIP has been closed, it’s not so obvious how to show the it again. However, it’s not difficult to open the DIP, either. Click the File tab to go to the Backstage area. In the left navigation panel, click the Info category.
By selecting a word or phrase and launching Smart Lookup, Bing can show you more information, definitions, history and other resources related to that word or phrase. Select a word or phrase, right-click it, and choose Smart Lookup. Jul 13, 2016 On Windows Word 2016 (build 16.0.6965.2058), I can drag and increase the task-pane width to almost 50% of the total screen width. It shows the proper Dropdown menu. On Mac Word 2016 (build 15.23.2), I can drag and increase the task-pane width to only around 33% of the total screen width.
On the right side of the screen, click the Properties drop-down and choose Show Document Panel. There you have it, four simple clicks to open the Document Information Panel in Word (or Excel or PowerPoint).
To learn more about working with metadata in Microsoft Office documents in SharePoint Libraries, plus lots of other document management tools, techniques, and strategies, take a look at our class In the course we dig deep into the interaction between SharePoint Library metadata and Word. We develop Word templates associated with Content Types; these templates include fields for the Library metadata inside the document body as well as being visible and editable through the Document Information Panel. We offer additional as well.
Chapter 3: Using Office Task Panes In this lesson, you learn how to use Office 2003's task panes. Understanding the Task Pane A major change to the previous version of Office, Office XP, was theintroduction of task panes. Office 2003 also uses task panes, which havereplaced many of the dialog boxes that were a common feature in Office 97 andOffice 2000. Office 2003 has also added new task panes such as the Research taskpane (which we discuss later in this lesson). A task pane is a multipurpose window pane that appears on the right side ofthe window of an Office application.
The list that follows describes the globaltask panes that you will find in all the Office applications:. New File Task PaneEnables you to start a new file in aparticular application (for example, in Word it is called the New Document taskpane; in Excel it is called the New Workbook task pane). It also provides accessto various document templates and the capability to open recently usedfiles. Office Clipboard Task PaneEnables you to view items that youcopy and cut to the Office Clipboard.
You can manage up to 24 items on theClipboard and paste them within an application or between applications. Clip Art Task PaneEnables you to search the Office ClipGallery and insert clip art into your Office application documents. Search Task PaneEnables you to search for files from any ofthe Office applications. Research Task PaneThis new task pane allows you to takeadvantage of a number of research and reference services. A number of thesereferences are accessed via online services such as Microsoft Encarta. You look at the Research, Search, Clip Art, and Clipboard task panes in moredetail later in the lesson.
Task panes also house features that handle specific purposes in each of the Office applications. For example, in PowerPoint, the Slide Layout task pane (shown in ) is used to select a design format for a new or existing PowerPoint presentation slide. You learn about the different task panes in the Office applications as you use them in the different parts of this book. The task pane provides specific features in the different Office applications. When you are working in an Office application, such as Word or Excel, you canopen a task pane and switch between the different task pane features offered inthat particular application.
To open a task pane, follow these steps:. In the Office application window, select the View menu and select Task Pane. The New File task pane appears on the right side of theapplication window (the New File task pane is the default task pane for theOffice applications). To switch to a particular task pane that is available in the current Office application, click the task pane's drop-down arrow (see ). Click the item on the task pane menu that you want to use. You will find that the task pane also pops up when you select specificfeatures in an application.
For example, in Word, when you select Formatand then Styles and Formatting, the Styles and Formatting task paneappears in the Word window. Use the task pane's menu to switch to a particular task pane in an application.