Missing "Document panel" in Word 2016
In Word 2016 I'm missing the "Document panel" This was something that was made available when enabling "Developer" i Word 2013
We use this a lot when opening Word letters from Sharepoint to enter data into field.
Thaddeus Ferber commented
File tab, account
Alan C commented
Hi Thaddeus - how can I check which version of O365 we are using? I've sniffed around the Admin side of things, but with no success to discover this. Any help would be very much appreciated. Thanks Alan C.
Thaddeus Ferber commented
It already works for me, and works great!
I am on Microsoft Office 365 ProPlus Version 1711 (Build 8730.2165 Click-to-Run), Monthly channel, signed up for first release.
Alan C commented
Hi, I just wondered if anyone (notably Chris D from below) had heard if the January 2018 date for release of this feature was still likely to happen? I'm particularly interested to discover if this is available for Office 365 as we have a project on hold until this capability is freely and fully available.
Any news would be gratefully received. Alan C.
Jean-Pierre Huls commented
Please apply to Excel as well. No matter how great SharePoint/O365 is, there are still a lot of users out there using spreadsheets (templates) to store data along with (complex) calculation into SharePoint/O365 and being able to edit SharePoint metadata in Excel is as essential as it is for Word 2016.
NB: odd to notice that the SP metadata window pops up in Excel (and probably Word) 2016 for files with populated metadata and not for newly created files (Library/Files/New Document).......
Chris D. commented
More information available here: https://techcommunity.microsoft.com/t5/SharePoint-Blog/Updating-content-management-for-the-cloud/ba-p/106615
tl;dr; this is now available in First Release for Word 2016 on Windows and will be generally available in January 2018.
Andrew Bragan commented
I’m hoping that this is a work in progress because at the very least the final solution needs to behave like the DIP did in Office 2013.
As I noted in my first post back in 2015, the original DIP allowed the use of standalone templates i.e. not hosted on SP. These were used to create new documents that immediately opened the DIP, which allowed users to quickly enter metadata that was reused in Content Controls throughout the documents. Further, when documents were uploaded to the SharePoint library, the data in these fields was shown in the library list view.
With version 1710 (Build 8625.2121) this is not happening. When using a standalone template, the DIP does not seem to be supported. Clicking on View Tab>SharePoint Group>Properties just takes me Backstage.
Admittedly, the DIP is available when opening a document from an SP library, but it must be done manually and is very slow to open. The Subject field does seem to be broken however, as when the document is saved back to the SP library the content of this field is not uploaded.
Unlike the Title field, there appears to be no link between the SP Subject field and the Document Subject field.
Randy Moore commented
In Office 2016, with removal of the Document Information Panel (DIP) and the ability to use InfoPath to customize the DIP, we lost a great deal of control, function and flexibility for leveraging data across SharePoint lists, and for customizing the properties and metadata that we need to have associated with our SP documents. Our organization relied on a customizable DIP in very substantial ways. It was good to see Microsoft finally respond with plans for a replacement. However, so far, the solution is sorely lacking in the following ways:
1. The document properties panel does not open upon creating a new document from a SharePoint library. This is the case even when enabling the SP content type setting to have it do so. The document first must be saved to open the panel. This causes a conflict if a SP property column is set to “required”. The document will not save to the library because the required property is missing. To make matters worse after the save is attempted, the panel will appear, but it shows “No SharePoint properties found”. This leaves the user without the ability to enter the required property and stuck not knowing what to do next.
2. As is, SharePoint Lookup columns are a poor substitute to using InfoPath for creating connections to SP lists. The list and the library must reside on the same subsite. Lookup columns cannot be set on lists on another subsite in the same site collection. This forces large lists and large libraries to reside on the same subsite.
3. Lookup columns cannot be configured to filter data, or include other data from other fields in a list based on selections made in linked fields. This functionality may never be possible with SP lookup columns, but if the other issues listed here are not addressed, the lookup column will be useless and render the new document properties panel pointless for us.
4. When a property is derived from a lookup column, the actual contents from the SP list column (e.g., all client names) will appear in the properties panel as choices in the dropdown control. So, if I select Jane Doe, “Jane Doe” appears in the dropdown control in the panel. However, if I use Quick Parts to insert that same document property into the document itself, it returns the list item ID number (e.g., it returns “234”, which is Jane Doe’s item ID number in the SP list). That is not useful if I have a Word template that uses the document properties for composition purposes.
5. Even when a lookup column is set in SP to include other columns (fields) from a SP list, those additional columns are not included in the SP properties panel in Word. But, what’s worse is they are not included as document properties in the Quick Part fields in Word. (The associated columns show in the SP library, but not in the SharePoint properties of the document itself.)
6. We need to have all of the associated lookup fields available as document properties while creating documents based on SP content type templates. For example, if I’m composing a form letter, and I pick the client “Jane Doe” from my SP properties list, I will also want her location, classification, date of last contact, etc. to be included in my document properties so I can insert them into the document and include them as SP metadata.
Thanks for listening.
it's a drag on a 2016 Deployment
I have the latest build and it still doesn't work with a new document.
Shows "No SharePoint properties found"
Can't change the properties for a lookup field since "show information" doesen't work.
Lawrence Dwight commented
Updated to version 1710 (Build 8625.2121) and it seems to be working!
Lawrence Dwight commented
Any documentation on this? I have the panel, but it says "No SharePoint properties found". What do we need to do on the tenant side for this to work?
We tried the new solution and while it looked nice with at form on the right of the document in Word it totally missed the mark. Here is why:
• It only works in Word and with SharePoint online
• The form cannot be shown before the document is saved which makes it useless since the ability to fill in metadata as you save a document for the first time is most of the point of the DIP. Also this makes it impossible to save a document if there is a required field.
• The form does not appear automatically on a new document (well how could it when it can’t even show if the document haven’t been saved).
Micah Rairdon commented
Any update on this?
I am trying to access an older Word document. Although I can open it in Word 2016, part of the table is missing. What can I do to get the text contained in that part back?
Scott Joyner commented
The was functioning briefly this week and now seems to be turned off. I have the ability to view the new document panel, but it is not showing the SharePoint properties assigned via the associated content type. Also the AutoSave button in the quick access tool bar is greyed out and it says it is 'not available'. Any thoughts on when this will be working again? I'm on version 1709 Build 8528.2139 Monthly Channel
I need the possibility to directly access the extended property panel via the customized panel. Importing the "Wordxxx.exportedUI" from word 2010 doesn't work. This is really a downgrade of functionality!
I recently saw this functionality live - multi person and managed metadata fields supported! Cannot find the property button myself though, probably not in my tenant...
Marc Grocott commented
...Any updates on the DIP solution/lookup values not opening unless the file is saved (no good if the lookup values are mandatory upon creating a new document)
when i save a document it dose not go to my documents and get saved i have to spend an hour trying to find it and then drag it into my domuments this only started on the last update on 20th Sept 2017