Instructions for setting the values for Document and Status columns
- Within SharePoint - Open the file properties in either of the below ways
- Click the ... after the filename and select Details
- Click the checkmark button at the start of the file column, and then hit the i icon in the upper right of file list.
- This will open up the file info area on the right side of the page, scroll down to Properties
- You will now see your defined Document and Status options, where you can choose the proper info about the document.
- Note: You will not be able to set properties if the file is open or locked for editing
- The added information will now be available within the file lists of Sharepoint and Teams Docs.