What is Document Information Panel (DIP)?
A document information panel is a form that is displayed within the client application, and which contains fields for the document metadata/column values.
Usage
- In SharePoint, every document library has some common metadata entries that include document’s author, company, title, subject, created by, and modified by etc.
- Each time someone edits and saves a file, Word updates the document’s metadata.
- If a user wants to update the column values/meta data, they can update directly from a client application using this Document Information Panel (DIP). Opening the document with valid credential, document properties/meta data value will be updated into the site.
View/Edit Document Properties/Meta Data in Document Information Panel
Note
Here, I am using IE Browser and Office 2013 Version to open the files.
Steps
Open the document library where you want the document to be opened with valid credentials in a SharePoint site.
Then, I just want to open the “Article Requests” Document and also, we can see the “Status” Column of this document is “Published”.
Click on the document name in order to open and give the valid credentials, like below.
Then, you will see the “Edit Document” Button.
Open Document Information Panel (DIP) in Word 2010 and 2013
Click File tab ->In the left navigation panel, click the Info category.
On the right side of the screen, click the Properties drop-down and choose "Show Document Panel" in the menu.
Then, you can see all the column values/meta data listed.
Now, change status column from “Published” to “Approved” like below and click "Save" icon (on the top-left corner) to update the SharePoint Site.
You can notice a message displaying on the bottom right corner-“UPLOADING TO SHAREPOINT” to update the change.
In SharePoint site, you may see the document is modified with status change.
In this article, we have updated the document properties using this “Document Information Panel”.
Things to remember
The Document Information Panel is displayed only on client applications. It means it will not be displayed while viewing documents in browser.
In this article, I am using Office 2013.
To open Document Information Panel (DIP) in Word 2007, click Office Button (on the top-left) > Prepare > Properties. The properties panel will be shown.
Word 2010 and 2013
- Click File tab ->In the left navigation panel, click the Info category.
- On the right side of the screen, click the Properties drop-down and choose "Show Document Panel" in the menu.