Viewing and editing document properties

Viewing and editing document properties

To view document properties:

  1. View document information.
  2. The Properties list is displayed in a table at the bottom. Scroll the list if it is too long to show in the Document Info.
    Note: Persons and groups added using the Person or Group dialog are displayed in the Properties window as defined in SharePoint. For example, you can configure the column in SharePoint to show the selected person's or group's email address, instead of name.
    Document properties

To edit document properties:

This feature is not available in harmon.ie Lite.

  1. View document properties.
  2. Tap the Actions menu () > Edit Properties ().
  3. If the document library requires checking out documents, you will be prompted to check out the document to start editing properties. Tap Check Out.
  4. In edit mode:
    • Read-only properties are not shown.
    • Required properties are indicated with an asterisk (*). If the value of a required property is empty, you will not be able to check in the document and it will not be available to other SharePoint users.
  5. You can edit the value of many property types directly in the grid of the Edit Properties pane. For more advanced property types, such as Multiple lines of text, Date and Time, Person or Group, Hyperlink, Managed Metadata, or Enterprise Keywords, tap the property value to open a pane or a pop-over from which you can edit the property value. Tap Done when finished.
  6. Tap Save to save your changes to SharePoint.
  7. If the library has versioning support, you will be prompted to check in the document to make it available to other SharePoint users. Tap Check In.
    Editing document properties

To edit Managed Metadata and Enterprise Keyword properties:

This feature is not available in harmon.ie Lite.

  1. View document information.
  2. Tap the Actions menu () > Edit Properties ().
  3. Tap the Managed Metadata / Enterprise Keyword property value. A new pane opens for the selected property.
  4. Tap the name of the property value and select:
    • All shows all the available terms, in managed metadata properties, and is empty in enterprise keywords properties. In this filter you are allowed to search for terms.
    • Selected shows all the terms that are already associated with the document.
  5. To locate a term, do one of the following:
    • (In Managed Metadata properties only) scroll to see all available terms. Tap the expand icon () next to a term set to view the contained terms.
      - or -
    • Start typing a term. A list of all matching terms shows.
  6. Tap the check sign next to each term or term set that you want to associate with the document.
  7. If you cannot find a matching term, tap Create () to create a new term and associate it with the document.
    In Managed Metadata properties only:
    1. Tap Create in the root of the All tab, to create a new term.
    2. Tap Create in an expanded term set to create a new term under this term set.
    3. Tap and hold a term to turn this term into a term set and create a term under it.
  8. Tap the Selected tab to view all associated terms. Click the remove icon () to remove an associated term from the document.
  9. Tap Done when finished.
  10. Tap Save to save to SharePoint.
  11. Editing enterprise keywords properties

To edit People and Group properties:

This feature is not available in harmon.ie Lite.

  1. View document information.
  2. Tap the Actions menu () > Edit Properties ().
  3. Tap the People / Group property value.
  4. To locate a person or group, type a part of the name and then tap the search icon ().
  5. Tap the check sign next to each person or group that you want to associate with the document.
  6. Tap the Selected tab to view all associated people and groups. Click the remove icon () to remove an associated person or group from the document.
  7. Tap Done when finished.
  8. Tap Save to save to SharePoint.