Add Document Properties In Excel

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Check if all documents have the same behavior. Open ExcelFileAccountcapture a screenshot of all info under Product Information. If anything is misunderstood, please share with us more details about how you add custom document property and capture a screenshot of 'Custom tab are grayed out'. Can anyone tell me how to add a custom property field to the header of a worksheet? In Word I can use the Insert/Field command to insert things like Client name, etc into a document - how can I do this in Excel? Thanls in advance, R.

Where is File Properties in Microsoft Office 2007, 2010, 2013, 2016, 2019 and 365?

Where is File Properties in Word, Excel, and PowerPoint 2007/2010/2013?

Classic Menu for Office aims to bring back Office 2003/XP(2002)/2000’s drop down menus and toolbar into Office 2007/2010/2013’s Ribbon. If you installed this software, there are several familiar ways to get File Properties in Microsoft Word, Excel, and PowerPoint 2007/2010/2013.

How to Bring Back Classic Menus and Toolbars to Office 2007, 2010, 2013, 2016, 2019 and 365?
Just download Classic Menu for Office 2007 or Classic Menu for Office
Kutools for Excel: 120 Powerful New Features for Excel.
Office Tab: Tabbed Editing and Browsing in Office, Just Like Chrome, Firefox, IE 8/9/10.


Method A: Get File Properties from File Menu if you have Classic Menu for Office

  • Click the Menus tab;
  • Click the File drop down menu;
  • Then you will see View Document Properties… item. This item will open the Advanced Properties dialog box. In this dialog box, you can view and edit current document’s general info, summary, statistics, contents, and custom information.

Figure 1: Document Properties in Word 2010's File Menu

Click to know more information and free download Classic Menu for Office


Method B: Get File Properties from Prepare info if you have Classic Menu for Office

  • Click the Menus tab;
  • Click the File drop down menu;
  • Click the Prepare item;
  • Then you will view the Properties item. This Properties item will add the Document Properties pane above Word workspace.

Figure 2: Properties in Word 2010's Prepare Info

Click to know more information and free download Classic Menu for Office


Method C: Get File Properties from View Menu if you have Classic Menu for Office

  • Click the Menus tab;
  • Click the View drop down menu;
  • Then you will view the Properties item at the bottom of drop down list. This Properties item will enable or disable the Document Properties Pane above Word workspace.

Figure 3: Properties in Word 2010's View Menu

Click to know more information and free download Classic Menu for Office


Method D: Get File Properties from Ribbon if you do not have Classic Menu for Office

The Method to find out File Properties in Word, Excel, PowerPoint 2010/2013:

  • Click the File tab;
  • Click Info button at left bar;
  • In the right section, you will a Properties button.
  • Click the Properties button, and you will view the Show Document Panel and Advanced Properties items. See figure:

Figure 4: Properties in Word 2010's Ribbon

Add custom document property excel

The Method to get file properties in Word, Excel, and PowerPoint 2007's Ribbon:

  • Click Office button at upper-left corner;
  • Click Prepare button;
  • then you will view the Properties item.

The Show Document Panel will add document properties panel above work workspace, and the Advanced Properties will open the Advanced Properties dialog box.

Where is File Properties in Outlook, Access OneNote, Project, and Publisher 2007/2010/2013?


Method A: If you have installed Classic Menu for Office

If you have installed Classic Menu for Office, you can view the Document Properties Panel by Menus tab > File Menu > Properties in Microsoft Outlook 2010/2013’s Message window, and Microsoft Access, Project, and Publisher 2007/2010/2013. This method is same as the first method we introduced in Microsoft Word 2010 above.

Figure 5: Properties in Outlook 2010's File Menu

Click to know more information and free download Classic Menu for Office


Method B: Find out file properties in Ribbon

You can easily find out the File Properties by File tab > Info button > Properties in in Microsoft Outlook 2010/2013’s Message window, and Access, Project, and Publisher 2010/2013. This method is same as the fourth method we introduced in Microsoft Word 2010 above.

Figure 6: Properties in Outlook 2010's Ribbon

In Outlook 2007's message window, you can get the Properties command under Office Button > Properties. You can follow the same method to get Access's database properties with completely same way.

Because Microsoft Project and Publisher 2007 keep classic view, so you can follow the methods with classic menu to get file properties even you do not have classic menu for Office.

More tips for Microsoft Office 2007, 2010, 2013 and 365

Classic Menu for Office

Brings your familiar old menus and toolbars of Office 2003 (2002, 2000) back to Microsoft Office 2007, 2010, 2013 and 365. You can use Office 2007/2010/2013/2016 (includes Office 365) immediately and efficiently, and don't need any trainings or tutorials when upgrading to Microsoft Office (includes Word, Excel, and more ...) 2007, 2010 or 2013.

Screen Shot of Classic Menu for Word

Classic Menu for Office

It includes Classic Menu for Word, Excel, PowerPoint, Access, Outlook, OneNote, Publisher, InfoPath, Visio and Project 2010, 2013, 2016, 2019 and 365 (includes Office 365).

Classic Menu for Office 2007

It includes Classic Menu for Word, Excel, PowerPoint, Access and Outlook 2007.

More 'Goodies'

This Excel VBA macro adds additional functions to Excel palette allowing to read and write custom properties from SOLIDWORKS files.

This macro utilizes Document Manager which makes the process of reading and writing properties much faster (x10-x100+ times) than regular SOLIDWORKS API.

Furthermore SOLIDWORKS installation is not required to use this macro.

Preparation

  • If you do not have Document Manager License key, follow Activating Document Manager article for the steps required to retrieve the Document Manager license. This key is free for SOLIDWORKS customers under subscription.
  • Create new excel document and create new macro. Paste the macro code below
  • Modify the macro and enter the license key instead of the placeholder, retrieved in the first step. Note, depending on the size of the key you may see Compile error: Invalid outside procedure error error. Follow this article for a solution.
Add Document Properties In Excel
  • Add the SwDocumentMgr YEAR Type Library reference to the macro.

Usage

Macro will add 2 functions into the Excel functions scope which can be used as any other function in Excel

As standard functions user can pass the parameter as reference to other cells.

Excel

Or can use free text

Javascript Document Properties

When multiple properties need to be written or read, use Excel ranges to maximize the performance of the operation

GETSWPRP

How Do You Add Document Properties In Excel

This function allows to extract the values of specified property from file or a given configuration. Error is thrown attempting to read the property which not exists.

Parameters

  • File Name - full path to SOLIDWORKS part, assembly or drawing
  • Property Names - property or range of properties to read values from
  • (Optional) Configuration Name - name of the configuration to read values from, if not specified properties are read from the general tab

SETSWPRP

Writes properties to the specified SOLIDWORKS file into the specified configuration. This function will either update existing property or create new if not exists.

Parameters

  • File Name - full path to SOLIDWORKS part, assembly or drawing
  • Property Names - property or range of properties to write values to
  • Property Values - value or range of values of properties
  • (Optional) Configuration Name - name of the configuration to write values to, if not specified properties are written to the general tab

Troubleshooting

Add Document Properties In Excel

In case of an error the corresponding cell will indicate this:

To find more about the error. Open the macro and inspect immediate window output

How Do You Add Document Properties In Excel 2016

Descriptions of open error code can be found here

It is strongly recommended to test this macro on sample data before using on production file. And also it is strongly recommended to backup the data before using this macro.

Notes

How To Add Document Properties In Excel 2016

This macro will extract formulas (instead of resolved values) for properties with equations such as mass or material.

Word Document Properties

To define the formula use ' to protect the ' symbol. For example