Document Metadata Annotation (Group Chair)

Instructions for setting the values for Document and Status columns

 

  1. 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.
  2. This will open up the file info area on the right side of the page, scroll down to Properties
  3. 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
  4. The added information will now be available within the file lists of Sharepoint and Teams Docs.