Under Custom in the Insert controls list, click the name of the template part that you want to insert. If the Controls task pane is not visible, click More Controls on the Insert menu, or press ALT+I, C. Place the cursor on the form template where you want to insert the template part. If you created a template part and added it to the Controls task pane, you can insert the template part onto your form template by using the following procedure. Find information about designing a form template based on a data source in the See Also section.ĭesign the form template to use as a Document Information Panel.īy creating a template part to contain common fields, you can coordinate the efficient reuse of Document Information Panels in different 2007 Office release document types across your organization. In addition, you can design your form template by using a Web service, a database, or settings in a data connection library. You can also base your form template on an XML document or XML Schema, such as the Dublin Core Properties. This enables InfoPath to define the data source as you design the form template. In the Based on gallery, click Blank, and then click OK. Under Design a new in the Design a Form Template dialog box, click Form Template. On the File menu, click Design a Form Template.
The following procedure describes how to design a Document Information Panel for use with 2007 Office release documents. By designing a template part that uses those common fields, you can easily reuse the template part in multiple Document Information Panels. For example, your organization can require each Document Information Panel to include a field named Job Title in addition to Author. By creating and using template parts, you can help ensure that key metadata for your organization is consistent in tone, structure, and behavior. To easily reuse common properties when you design a Document Information Panel, consider using template parts. For example, if certain documents are associated with a specific project, you may want to use unique fields for the Document Information Panels that are used in those documents only.Įven if your organization uses several Document Information Panels, each can contain several common properties.
When you design a custom Document Information Panel, you can use it with multiple documents from Office Word 2007, Office Excel 2007, and Office PowerPoint 2007, or you can design multiple Document Information Panels.
Top of Page Design a Document Information Panel In addition, by creating a template part to contain common fields, you can organize the efficient reuse of Document Information Panels in different 2007 Office release document types across your organization. For example, if you want to customize a Document Information Panel to display data from an external resource such as a Web service, you must use Office InfoPath 2007 to design that Document Information Panel.īy customizing the Document Information Panel, you can also add business logic, such as data validation, or add custom properties that are important to your organization. You do not need InfoPath installed on your computer to see a Document Information Panel in a 2007 Microsoft Office system document, but you do need Office InfoPath 2007 to design or customize Document Information Panels. The Document Information Panel is a Microsoft Office InfoPath 2007 form that is hosted and displayed within a document. Users can use these properties to organize, identify, and search for documents. These properties, also known as metadata, are details about a file that describe or identify it.
The Document Information Panel, which is displayed in Office Word 2007, Office Excel 2007, and Office PowerPoint 2007 documents, enables users to view and change the properties for an individual file or for a content type that is saved to a document management server, such as a Document Workspace site or a library based on Windows SharePoint Services 3.0. Understanding Document Information PanelsĬreate or edit a custom Document Information Panel for a SharePoint content typeĪdd a custom Document Information Panel to a document This article explains how to use Microsoft Office InfoPath to design a Document Information Panel that is associated with documents for Microsoft Office Word 2007, Microsoft Office Excel 2007, and Microsoft Office PowerPoint 2007.