Showing the document Title and ID in your document
Document Titles and IDs
Document titles and IDs can be inserted into a Microsoft Office document so that users can identify it easily. This can be achieved by using built in functions within Microsoft Office to add elements to either the header or the footer of the document.
Inserting a Document Title and ID
To add the title and ID to a document, open the document and choose the Insert menu from the Office ribbon. Then choose the option Header > Edit Header or Footer > Edit Footer (1) to edit one of these.
Once you have chosen the header or the footer to edit, choose the Insert menu again and select the option Quick Parts > Field... (1)
The Field dialog will appear from which the field FileName should be selected, then click the OK button.
The title of the document and the fileplan ID will then appear in the header or the footer of the document.
Setting Document Properties
Document Properties Explained Information about Office documents that have been saved in fileplan can be embedded within the documents themselves. Some of this information is always available, for example, steps to display the title can be seen in ...
Changing Document Details
Fields Explained Whenever a document is saved into a Library, information about that document is also saved, such as the title of the document, the date it was saved and the file extension. Some of this information is automatically recorded, for ...
Replacing a Document File
Replacing a Document File Sometimes a user will want to overwrite an existing document in fileplan with a new file. This happens most commonly when users have been working on a downloaded copy of a document that already exists in fileplan and can ...
Viewing My Document Shares
Viewing Shared Documents To view information about the documents you have shared, click on the drop down arrow next to the person icon in the top right of the page and choose the option My Shared Documents. Each Document Share that this user has ...
Checking In a Document
Checking In Explained Once a user has finished working with a document that they have Checked Out, it can be Checked In again, allowing it to be edited by other users. Checking In a Document To Check In a document, ensure that the check box for the ...