Missing "Document panel" in Word 2016 BIS
As the previous idea is stated as "completed", there is no way for us to vote on this poorly and buggy "completed" idea.
To anyone concerned about this feature, I suggest you to give your feedback here.
We found yet another issue with the horrible Word properties panel - just the act of retrieving the properties updates the version number if you don't have checkout turned on in the library. (SharePoint 2019 on premises). This totally mucked up a number of version numbers and audit history in our controlled documents area.
To prevent this we've had to turn on 'Check out' in that library. So most users with read only access now have to see a useless 'Check out' button so that administrators don't inadvertently increase version numbers - just by OPENING the document.
Cheryl Chan commented
Please bring back the document properties panel - this was a command we included in our Quick Access toolbar because we use it with all our documents as they are generally shared/posted on other sites and this background/search info is key. Now it's a long painstaking process to update the properties since you can no longer view the document and the properties panel at the same time - we would scan and sometimes cut/paste key words from document into the properties and could complete this info very quickly via the panel. Why was this changed!!
Thaddeus Ferber commented
Totally agree it should be added to PowerPoint and Excel, but I suspect this is the wrong forum for that. I think folks will need to vote for that at:
Thaddeus Ferber commented
To clarify, at least for me it does work with new documents but only if there are no required fields. If there are no required fields you can save it from word to SharePoint, then open the SharePoint panel in Word and add your tagging. But if you have required fields you are doomed. So we had to abandon required fields even though we really wanted them.
There are major issues with the new ‘Properties’ panel
1) It's only available for Word
2) It only works for saved documents with the properties already added.
3) In our test environment, updates to some properties will not even save back to SharePoint.
Most of our staff are still on Office 2013 because we need the DIP to do our jobs efficiently.
Newly added feature of property panel has some issues. Most importantly, it is not appearing for new document. it only appears after you save document.
If the goal is to discourage on Prem SP use with Office products, this is one of the better solutions. How are we gracefully going to get users to fill in SP DL required fields when they have to go to another screen and sort through a long list of document properties to find the couple of fields they are looking for. I have enough trouble getting my users to use SharePoint, this isn't helping. It is a closed network that will never go online, so if you are trying to drive us there, we will need to switch.
James Carr commented
Yep it’s useless as is - this was such a useful feature of intergrating word and SharePoint, and use of content types. It was clear and transparent to user - now the user isn’t clear what they should do, nor is it easy or very complete when they do. Not only should the DIP come back they should make sure it’s consistent across all office apps, word, excel, PowerPoint etc
Ray Boone commented
Agree that the new implementation does not provide the necessary functionality to make it a viable solution.
absolutely essential for SharePoint based document libraries. Bring it back!
We need to have the Document Information Panel appear as it did in Word 2013 with the possibility to Always display the Document Information Panel. When making a Template for use by a great number of users which includes automatic insertion of document properties which come from SharePoint columns, we need to see the properties at the same time we are making the Template.We can't be switching back and forth constantly to be sure to insert the correct document property at the correct location. Furthermore, we need users to always see what is already typed in the Document Information Panel because they often use an existing document to make a new one, so it is imperative that the panel be open in front of their eyes to be sure they clear properties that don't belong to the document, example different customer, different report number, different author, etc.