Displaying data from a SharePoint list in a Word document

I've read that it's possible to display data from a SharePoint list in a Word document by using custom metadata fields and content controls. This is on the side of the Word document. On the side of t...

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DaveMehr365
Nov 30, 2022
Hello The_Real_Remster

you can use your "normal" SharePoint columns from a document library in word.

In my case i have "normal" managed metadata columns, but with text columns it's also work:

After that you can use the columns into your word as Quickpart. Word > Ribbon: Insert > Quick Parts > Document property:

You can also see your SharePoint metadata in word. Word > Ribbon: View > SharePoint:

Hope this helps.

Best, Dave

DaveMehr365

MVP

Nov 30, 2022

Hello The_Real_Remster

you can use your "normal" SharePoint columns from a document library in word.

In my case i have "normal" managed metadata columns, but with text columns it's also work:

After that you can use the columns into your word as Quickpart. Word > Ribbon: Insert > Quick Parts > Document property:

You can also see your SharePoint metadata in word. Word > Ribbon: View > SharePoint:

Hope this helps.

Best, Dave

jrauman

Iron Contributor

Oct 21, 2024

Can you configure Word to enable that Properties button by default? So we don't have to manually click it everytime we open a Word document with Properties?

DaveMehr365
MVP
Oct 23, 2024
Hello jrauman

Unfortunately I don't know, I'm not familiar with word.

Best, Dave

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Displaying data from a SharePoint list in a Word document

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