Forum Discussion
jrauman
Oct 21, 2024Iron Contributor
Configure SPO to view SP Properties by default for Word documents
How do we configure Word and/or SPO to always view SharePoint Properties when opening documents from a SharePoint Document Library? This was the default behavior in SPS 2016, but in SPO, any Word do...
Kidd_Ip
Oct 22, 2024MVP
Take this:
-
Enable the Document Information Panel:
- Go to your SharePoint Document Library.
- Click on Library Settings.
- Under Advanced Settings, ensure that Allow management of content types is set to Yes.
- Go back to the library settings and click on Document under Content Types.
- Click on Document Information Panel settings and ensure that the Always show Document Information Panel on document open and initial save for this content type option is enabled.
-
Configure Word to Show Properties by Default:
- Open Word and go to File > Options.
- In the Advanced section, scroll down to the Display section.
- Ensure that Show all formatting marks is unchecked (this is just to ensure the display settings are not interfering).
- Go to File > Info and ensure that the Properties pane is visible. This setting should persist across sessions.
-
Use PowerShell to Apply Settings Globally:
- If you need to apply these settings across multiple libraries or sites, you can use PowerShell scripts to automate the process. Here’s a basic script to get you started:
Connect-SPOService -Url https://<your-tenant>-admin.sharepoint.com $sites = Get-SPOSite -Limit All foreach ($site in $sites) { $libraries = Get-PnPList -Web $site.Url | Where-Object { $_.BaseTemplate -eq 101 } # 101 is the template ID for document libraries foreach ($library in $libraries) { Set-PnPList -Identity $library -ContentTypesEnabled $true $contentType = Get-PnPContentType -List $library -Identity "Document" Set-PnPContentType -Identity $contentType -DocumentInformationPanelTemplateUrl "https://<your-tenant>.sharepoint.com/sites/<site-name>/DocumentInformationPanelTemplate.xsn" } }
- If you need to apply these settings across multiple libraries or sites, you can use PowerShell scripts to automate the process. Here’s a basic script to get you started: