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Document Information Panel

Posted by aghy
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In Office 2007 we can show the document's properties on the Document Information Panel (DIP), for example in the header of the Word. In fact, this Information Panel is an Infopath form, which can be modified. Server-side, on SharePoint 2007 we can associate it to the document content types. For example, the DIP can be different for a contract or for a specification…

On the admin site of content types we can find a link: "Document Information Panel settings". Well, we can change the default DIP here: modify the existing template or upload a new one.

How can we do that? – Yes, the DIP is an InfoPath form! We can edit this Panel in the InfoPath: here we can insert pictures (for example the company's logo) or fields, change the layout, etc. See the picture above, which is a Word document's Information Panel (in Hungarian).

If we start to use the InfoPath, we can see, that the server-side Information Panel contains two "pages": one for the server-side properties, and one for the "traditional" client-side Word-properties. How are these setting stored in the background? Can we change them? Can we make a new one?…

Good news: yes, we can! These "pages" are the views of the InfoPath form. We can order the fields between the views, and the fields and views as well can be read-only… Surprise! 

Wow!…

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