How To Edit SharePoint Metadata Inside Of Office Documents

STEP 1 - UPLOAD AND TAG A DOCUMENT

The document has to exist in the SharePoint document library. Upload and tag a document by using a Document Information Panel within a modern document library.

SharePoint

STEP 2 - OPEN THE DOCUMENT

Open the document with the Word/Excel/PowerPoint application, not using Office Online.

SharePoint

STEP 3 - OPEN THE PROPERTIES PANEL

Click on Info Tab, next click on Show All Properties

SharePoint

All of the SharePoint document library metadata exists in your document.

SharePoint

STEP 4 - MAKE METADATA CHANGES

SharePoint

For example, you need to change a Status from Pending to Submitted and save the document back to SharePoint by clicking Save button in Word/Excel/PowerPoint.

SharePoint

STEP 5 - CHECK REVISED METADATA IN SHAREPOINT

In SharePoint another version of the document was created, check the Document Information Panel

SharePoint

It works if you download a document from a SharePoint document library and start working on it offline.