1 00:00:04,240 --> 00:00:05,910 [Autogenerated] Hi. We're here in our 2 00:00:05,910 --> 00:00:09,080 sales proposals document library. And we 3 00:00:09,080 --> 00:00:12,830 have previously seen where we can find 4 00:00:12,830 --> 00:00:15,640 this information in our document through 5 00:00:15,640 --> 00:00:18,210 the SharePoint Properties panel or if we 6 00:00:18,210 --> 00:00:20,770 go to the document properties itself, we 7 00:00:20,770 --> 00:00:23,470 would see that information in this lesson. 8 00:00:23,470 --> 00:00:26,260 What we want to do is see if we can't 9 00:00:26,260 --> 00:00:29,880 surface this information right into the 10 00:00:29,880 --> 00:00:32,210 document. So let's go ahead and let's open 11 00:00:32,210 --> 00:00:37,830 up. Proposal 01 Now when we open IT, we 12 00:00:37,830 --> 00:00:40,640 see it opens here automatically inward 13 00:00:40,640 --> 00:00:43,680 online. And we know if we wanna work with 14 00:00:43,680 --> 00:00:45,760 these properties, we have to open it in 15 00:00:45,760 --> 00:00:48,300 the desktop app. Well, what we're gonna do 16 00:00:48,300 --> 00:00:51,140 before we go any further is actually 17 00:00:51,140 --> 00:00:54,410 change the default off this document 18 00:00:54,410 --> 00:00:57,010 library so that these documents will open 19 00:00:57,010 --> 00:01:00,800 automatically in the desktop app. You see, 20 00:01:00,800 --> 00:01:02,740 here we have these three ellipses and if 21 00:01:02,740 --> 00:01:05,020 we click on that, we get a menu and 22 00:01:05,020 --> 00:01:07,080 there's an open button here and we can 23 00:01:07,080 --> 00:01:09,550 choose to open in the app. You could do it 24 00:01:09,550 --> 00:01:11,660 that way. But like I said, what I want to 25 00:01:11,660 --> 00:01:14,650 do is change the default of this document 26 00:01:14,650 --> 00:01:16,110 library. So we're going to go to the 27 00:01:16,110 --> 00:01:19,300 settings gear and click on library 28 00:01:19,300 --> 00:01:21,650 settings. Remember, you're gonna have to 29 00:01:21,650 --> 00:01:25,520 be a site owner to do this. All right, so 30 00:01:25,520 --> 00:01:28,010 we're going to come down here to advanced 31 00:01:28,010 --> 00:01:31,130 settings and from our advanced settings. 32 00:01:31,130 --> 00:01:32,810 We have to scroll down a little bit and 33 00:01:32,810 --> 00:01:35,440 you see opening documents in the browser 34 00:01:35,440 --> 00:01:37,890 default. Open behavior for browser enabled 35 00:01:37,890 --> 00:01:40,070 documents and the default is used. The 36 00:01:40,070 --> 00:01:43,850 server default open in the browser. Now, 37 00:01:43,850 --> 00:01:46,260 if you are a SharePoint administrator, if 38 00:01:46,260 --> 00:01:48,260 you have access to the SharePoint 39 00:01:48,260 --> 00:01:52,170 administration console in office 3 65 you 40 00:01:52,170 --> 00:01:55,260 can change the server default to open in 41 00:01:55,260 --> 00:01:58,090 the client application. But you can also 42 00:01:58,090 --> 00:02:01,890 do that here for individual libraries. So 43 00:02:01,890 --> 00:02:04,940 what we're gonna do is change this to open 44 00:02:04,940 --> 00:02:08,110 in the client application, IT will scroll 45 00:02:08,110 --> 00:02:12,460 all the way down and click, OK, and it 46 00:02:12,460 --> 00:02:14,480 takes us back to our settings. Let's go 47 00:02:14,480 --> 00:02:16,870 ahead and go back to our sales proposals 48 00:02:16,870 --> 00:02:20,420 document library. And now if we go ahead 49 00:02:20,420 --> 00:02:23,410 and click on this, it should open up right 50 00:02:23,410 --> 00:02:26,800 away inward. And of course, we get a 51 00:02:26,800 --> 00:02:29,270 warning. This site is trying toe open 52 00:02:29,270 --> 00:02:32,990 word. Do you wanna open or cancel? Now I 53 00:02:32,990 --> 00:02:35,320 am gonna go ahead and check this box toe. 54 00:02:35,320 --> 00:02:38,070 Always allow Ella Bari skills SharePoint 55 00:02:38,070 --> 00:02:41,220 dot com toe open links of this type in the 56 00:02:41,220 --> 00:02:44,100 associative app. And we shouldn't have 57 00:02:44,100 --> 00:02:45,960 this problem anymore. So we're gonna go 58 00:02:45,960 --> 00:02:48,630 ahead, check their click open, and it 59 00:02:48,630 --> 00:02:53,340 opens up our document here inward. Now, as 60 00:02:53,340 --> 00:02:59,640 I said, we want to surface the information 61 00:02:59,640 --> 00:03:03,470 from our SharePoint properties here right 62 00:03:03,470 --> 00:03:05,860 into the documents. So what I'm gonna do, 63 00:03:05,860 --> 00:03:09,310 let's go to my insert panel, click table. 64 00:03:09,310 --> 00:03:11,350 And I'm simply going to create a simple 65 00:03:11,350 --> 00:03:14,620 word table, and we'll bring in that 66 00:03:14,620 --> 00:03:16,110 information. Now, I'm gonna pause here 67 00:03:16,110 --> 00:03:18,680 while I fill out some of the information. 68 00:03:18,680 --> 00:03:20,110 You don't have to sit here and watch. I'll 69 00:03:20,110 --> 00:03:22,390 be right back. All right, I'm back. I 70 00:03:22,390 --> 00:03:24,060 filled out my information here on this 71 00:03:24,060 --> 00:03:27,410 table. Now we wanna bring this data in, so 72 00:03:27,410 --> 00:03:30,740 we're gonna go back to our insert tab. 73 00:03:30,740 --> 00:03:32,110 We're going to come all the way over here 74 00:03:32,110 --> 00:03:35,860 to the text section. You see this icon 75 00:03:35,860 --> 00:03:39,290 here? And when I hover over IT, explore 76 00:03:39,290 --> 00:03:41,520 quick parts. This is the quick parts 77 00:03:41,520 --> 00:03:44,790 section. And if I click on it, I have 78 00:03:44,790 --> 00:03:47,910 document properties and from the document 79 00:03:47,910 --> 00:03:51,740 properties, I see the different fields. 80 00:03:51,740 --> 00:03:57,140 There's amount. There's the customer name, 81 00:03:57,140 --> 00:04:04,280 date submitted, decision, due date and 82 00:04:04,280 --> 00:04:06,060 decision. And I could bring that 83 00:04:06,060 --> 00:04:09,480 information in. Now. I am in customer name 84 00:04:09,480 --> 00:04:12,130 in that field, so I'm just gonna select 85 00:04:12,130 --> 00:04:14,270 customer name. There we are. And you see 86 00:04:14,270 --> 00:04:17,140 that I pull that information in and it is 87 00:04:17,140 --> 00:04:20,200 a fill in field. We're gonna go to date 88 00:04:20,200 --> 00:04:23,410 submitted again. We'll click on document 89 00:04:23,410 --> 00:04:27,960 property and we will click on they'd 90 00:04:27,960 --> 00:04:31,390 submitted, and it's still a fill in field. 91 00:04:31,390 --> 00:04:33,990 We have our date picker. We're going to do 92 00:04:33,990 --> 00:04:40,740 the same thing for the decision. Due date. 93 00:04:40,740 --> 00:04:46,680 Do the same thing for the amount. And of 94 00:04:46,680 --> 00:04:50,610 course, our decision and the decision will 95 00:04:50,610 --> 00:04:56,960 still be a choice. And it pulled all of 96 00:04:56,960 --> 00:05:00,450 that information into the documents. So we 97 00:05:00,450 --> 00:05:03,460 were able to surface the properties from 98 00:05:03,460 --> 00:05:08,330 our content type to the document are 99 00:05:08,330 --> 00:05:11,800 documented. Save we-can. Close this up. We 100 00:05:11,800 --> 00:05:15,430 go back to SharePoint now. The really nice 101 00:05:15,430 --> 00:05:18,960 thing about this is if I go ahead and 102 00:05:18,960 --> 00:05:21,540 change one of these properties, So let's 103 00:05:21,540 --> 00:05:29,240 go. So our information and at it all, 104 00:05:29,240 --> 00:05:32,440 let's change our amount again. Let's make 105 00:05:32,440 --> 00:05:40,480 it 20,000. This time. We'll save IT. See 106 00:05:40,480 --> 00:05:43,760 the changes here. It also will make the 107 00:05:43,760 --> 00:05:45,920 change in our document will open up our 108 00:05:45,920 --> 00:05:50,130 document. It may take a minute for IT. 109 00:05:50,130 --> 00:05:53,340 There we go. Did you see it? Just change. 110 00:05:53,340 --> 00:05:55,730 So it makes those changes in the document. 111 00:05:55,730 --> 00:05:59,320 Now, of course, if we change it back in 112 00:05:59,320 --> 00:06:02,740 the document, let's make it 10,000 again. 113 00:06:02,740 --> 00:06:04,850 We'll save it. Will wait up here until it 114 00:06:04,850 --> 00:06:10,090 says saved. Once it saved we-can. Close 115 00:06:10,090 --> 00:06:12,870 IT. We go back to SharePoint and we'll 116 00:06:12,870 --> 00:06:18,340 have to refresh our SharePoint. The change 117 00:06:18,340 --> 00:06:20,590 worked again. So whether we change it in 118 00:06:20,590 --> 00:06:23,250 the document or here in SharePoint, that 119 00:06:23,250 --> 00:06:26,040 change is reflected in those properties 120 00:06:26,040 --> 00:06:28,760 that we have now surfaced to that 121 00:06:28,760 --> 00:06:30,960 document. So now you know how to surface 122 00:06:30,960 --> 00:06:34,040 this information from our content type 123 00:06:34,040 --> 00:06:37,340 into the document. That's it for this 124 00:06:37,340 --> 00:06:46,000 lesson. Thanks for listening. And I'll see you next time.