[Autogenerated] Hi. We're here in our
sales proposals document library. And we
have previously seen where we can find
this information in our document through
the SharePoint Properties panel or if we
go to the document properties itself, we
would see that information in this lesson.
What we want to do is see if we can't
surface this information right into the
document. So let's go ahead and let's open
up. Proposal 01 Now when we open IT, we
see it opens here automatically inward
online. And we know if we wanna work with
these properties, we have to open it in
the desktop app. Well, what we're gonna do
before we go any further is actually
change the default off this document
library so that these documents will open
automatically in the desktop app. You see,
here we have these three ellipses and if
we click on that, we get a menu and
there's an open button here and we can
choose to open in the app. You could do it
that way. But like I said, what I want to
do is change the default of this document
library. So we're going to go to the
settings gear and click on library
settings. Remember, you're gonna have to
be a site owner to do this. All right, so
we're going to come down here to advanced
settings and from our advanced settings.
We have to scroll down a little bit and
you see opening documents in the browser
default. Open behavior for browser enabled
documents and the default is used. The
server default open in the browser. Now,
if you are a SharePoint administrator, if
you have access to the SharePoint
administration console in office 3 65 you
can change the server default to open in
the client application. But you can also
do that here for individual libraries. So
what we're gonna do is change this to open
in the client application, IT will scroll
all the way down and click, OK, and it
takes us back to our settings. Let's go
ahead and go back to our sales proposals
document library. And now if we go ahead
and click on this, it should open up right
away inward. And of course, we get a
warning. This site is trying toe open
word. Do you wanna open or cancel? Now I
am gonna go ahead and check this box toe.
Always allow Ella Bari skills SharePoint
dot com toe open links of this type in the
associative app. And we shouldn't have
this problem anymore. So we're gonna go
ahead, check their click open, and it
opens up our document here inward. Now, as
I said, we want to surface the information
from our SharePoint properties here right
into the documents. So what I'm gonna do,
let's go to my insert panel, click table.
And I'm simply going to create a simple
word table, and we'll bring in that
information. Now, I'm gonna pause here
while I fill out some of the information.
You don't have to sit here and watch. I'll
be right back. All right, I'm back. I
filled out my information here on this
table. Now we wanna bring this data in, so
we're gonna go back to our insert tab.
We're going to come all the way over here
to the text section. You see this icon
here? And when I hover over IT, explore
quick parts. This is the quick parts
section. And if I click on it, I have
document properties and from the document
properties, I see the different fields.
There's amount. There's the customer name,
date submitted, decision, due date and
decision. And I could bring that
information in. Now. I am in customer name
in that field, so I'm just gonna select
customer name. There we are. And you see
that I pull that information in and it is
a fill in field. We're gonna go to date
submitted again. We'll click on document
property and we will click on they'd
submitted, and it's still a fill in field.
We have our date picker. We're going to do
the same thing for the decision. Due date.
Do the same thing for the amount. And of
course, our decision and the decision will
still be a choice. And it pulled all of
that information into the documents. So we
were able to surface the properties from
our content type to the document are
documented. Save we-can. Close this up. We
go back to SharePoint now. The really nice
thing about this is if I go ahead and
change one of these properties, So let's
go. So our information and at it all,
let's change our amount again. Let's make
it 20,000. This time. We'll save IT. See
the changes here. It also will make the
change in our document will open up our
document. It may take a minute for IT.
There we go. Did you see it? Just change.
So it makes those changes in the document.
Now, of course, if we change it back in
the document, let's make it 10,000 again.
We'll save it. Will wait up here until it
says saved. Once it saved we-can. Close
IT. We go back to SharePoint and we'll
have to refresh our SharePoint. The change
worked again. So whether we change it in
the document or here in SharePoint, that
change is reflected in those properties
that we have now surfaced to that
document. So now you know how to surface
this information from our content type
into the document. That's it for this
lesson. Thanks for listening. And I'll see you next time.