1. Create the Document Library
Scenario/Problem: | You need to create a library to store Office documents that can use the DIP. |
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Solution: | In SharePoint, create a new document library that uses a Microsoft Office document template. |
Before you modify a DIP for your documents, you need
a document library that stores the documents. The document template for
the library needs to be one of the Microsoft Office document templates
(Excel, PowerPoint, or Word), as shown in Figure 1.
2. Add Columns to Your DIP
Scenario/Problem: | You need to add the additional columns to be used in your DIP. |
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Solution: | Modify the document library in SharePoint and add the additional columns. |
Because the DIP is used to display/enter the
additional data you want to capture with the documents, you need to
have columns in your library to store those values.
To add these columns to your library, follow these steps:
1. | Navigate to your document library in SharePoint.
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2. | Click Library Settings on the Library ribbon bar, as shown in Figure 2, to manage the library’s settings.
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3. | On the List Information page, scroll down and click Create Column, as shown in Figure 3, to add a new column to the library.
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4. | Enter a name for the column and select the type of information. Click OK.
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5. | Repeat steps 1 and 2 for additional columns.
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6. | Navigate back to the document library.
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7. | From the Documents ribbon bar, select New Document, as shown in Figure 4, to launch the Microsoft Office application associated to the document library document type.
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The Office application launches and displays a blank
new document. The system-generated DIP appears at the top of the
document, as shown in Figure 5. Verify that the DIP contains the additional columns you added to the library.
Tip
If
your DIP does not show by default, go to File | Info and click the Form
Template Properties button on the far right. In the properties dialog
click Show Document Panel.
Note
Any multiple-choice columns are displayed
as drop-downs regardless of the selection in SharePoint, but you may
modify the control inside the DIP to use different interfaces.