Forum Discussion
Word custom Document Property doesn't work after saving document in SP library
I have created a Word document and have created some custom Document Properties. It all works very well. I have the fields placed within my document and when I alter them I see the value change reflected in the Info pane, eg:
in the document, and in the File > Info pane, Show All Properties:
When I make a change in the document, the change is reflected here.
However, once I have uploaded the document into a SharePoint library and then download the document from the library and edit the custom field in the document it is no longer updated in the File > Info pane. The info in there is just static, the value it was when saved in the library, there is no longer a live link between the field in the document and the File Info. The field is still in the body of the document and I can edit it, it's just that the changes don't make it out to the File Info. This is a real problem because my library needs to read the value from the document as I am running Power Automate flows using this info.
To reproduce the problem,
- Create a new Word doc
- Create a custom Document Property
- Insert the custom Document Property field into the body of the document.
- Check that changes in the field in the body of the document are reflected in the File > Info > Document properties and vice versa, changes there are reflected in the body of the document.
- Save the document
- Upload it to a SharePoint library (not Shared Folders) but a document library.
- Download the document from the library, edit your custom field in the body.
- Check in the File > Info > Document Properties and the value has not changed, it is the same value as when the document was saved in the list.
It appears this only happens for custom Document Properties. I tried placing a field for the Company Document Property in the body and the live link seems to survive being saved to the list.
Has anyone noticed this behaviour and especially, does anyone have a way to work-around it?
8 Replies
- I'm getting this now too. It is a big pain and it has affected contract documents where we use fields in our templates to ensure consistency.
- Am I the only person to experience this?
This didn't work as the Trust centre settings are managed by admin, and on the admin side, there is no such setting (that I can find). Document Properties shouldn't be considered Personal Information any way as it's quite literally the documents information
KarlInOz1 Are you downloading the document locally on your system OR you are opening online document using browser/office app?
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I have just come across this issue too. Ours is a shared file on SharePoint that we Edit on Desktop. Only when someone else has edited on their desktop app, none of the document properties update.
Also found a similar thread (and in the comments above) that said to update a trust centre security setting called "Remove personal information from file properties on save" as a possible solution.
This is not an option for those on a managed SharePoint, there is no such setting available & instead it says the trust centre security settings are "managed by the admin". But when looking through the admin portal, I still can't find such setting.
If anyone can find a solution to this, it'd be a great help to save admin time on documentation and would also ensure consistency.
