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Any one out there know if there is a way of copying a document's profile or
properties that resides in a document management system like Imanage,
Worksite, etc. I'd like to be able to copy the following properties:
Document Name, Author, Client, Matter, Document Type, Subtype, etc. and apply
them to a document I'm currently saving rather than having to input that
information all over again.
Thanks in advance.
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On Tue, 23 Dec 2008 20:55:01 -0800, jerem <jerem[ at ]discussions.microsoft.com>
wrote:
[Quoted Text] >Any one out there know if there is a way of copying a document's profile or
>properties that resides in a document management system like Imanage,
>Worksite, etc. I'd like to be able to copy the following properties:
>Document Name, Author, Client, Matter, Document Type, Subtype, etc. and apply
>them to a document I'm currently saving rather than having to input that
>information all over again.
>
>Thanks in advance.
Since those properties are stored in the metadata of the management system and
not in the Word document, you will have to ask the vendor of the management
system. The answer will no doubt be different for different systems, and some of
them will tell you it cannot be done at all.
--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit.
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Just pondering a notion: It seems to me if you can scrub metadata, which
most diligent law firms do before sending documents out to clients, it's not
that far of a stretch to capture it. Thanks for the info Jay.
"Jay Freedman" wrote:
[Quoted Text] > On Tue, 23 Dec 2008 20:55:01 -0800, jerem <jerem[ at ]discussions.microsoft.com> > wrote: > > >Any one out there know if there is a way of copying a document's profile or > >properties that resides in a document management system like Imanage, > >Worksite, etc. I'd like to be able to copy the following properties: > >Document Name, Author, Client, Matter, Document Type, Subtype, etc. and apply > >them to a document I'm currently saving rather than having to input that > >information all over again. > > > >Thanks in advance. > > Since those properties are stored in the metadata of the management system and > not in the Word document, you will have to ask the vendor of the management > system. The answer will no doubt be different for different systems, and some of > them will tell you it cannot be done at all. > > -- > Regards, > Jay Freedman > Microsoft Word MVP FAQ: http://word.mvps.org> Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. > |
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When you say "scrub metadata", that refers to metadata that's stored in the
document file. That's all that Word can deal with. What I was describing is
metadata that's stored in the management system and not in the document, to
which Word has no access.
On Mon, 29 Dec 2008 19:21:00 -0800, jerem <jerem[ at ]discussions.microsoft.com>
wrote:
[Quoted Text] >Just pondering a notion: It seems to me if you can scrub metadata, which >most diligent law firms do before sending documents out to clients, it's not >that far of a stretch to capture it. Thanks for the info Jay. > >"Jay Freedman" wrote: > >> On Tue, 23 Dec 2008 20:55:01 -0800, jerem <jerem[ at ]discussions.microsoft.com> >> wrote: >> >> >Any one out there know if there is a way of copying a document's profile or >> >properties that resides in a document management system like Imanage, >> >Worksite, etc. I'd like to be able to copy the following properties: >> >Document Name, Author, Client, Matter, Document Type, Subtype, etc. and apply >> >them to a document I'm currently saving rather than having to input that >> >information all over again. >> > >> >Thanks in advance. >> >> Since those properties are stored in the metadata of the management system and >> not in the Word document, you will have to ask the vendor of the management >> system. The answer will no doubt be different for different systems, and some of >> them will tell you it cannot be done at all. >> >> -- >> Regards, >> Jay Freedman >> Microsoft Word MVP FAQ: http://word.mvps.org>> Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. >> |
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Yes, I understand it is outside the realm of Word. Now, if you ever run into
anyone who can manipulate management system metadata, that's worth passing
along. Thanks for the info, Jay.
"Jay Freedman" wrote:
[Quoted Text] > When you say "scrub metadata", that refers to metadata that's stored in the > document file. That's all that Word can deal with. What I was describing is > metadata that's stored in the management system and not in the document, to > which Word has no access. > > On Mon, 29 Dec 2008 19:21:00 -0800, jerem <jerem[ at ]discussions.microsoft.com> > wrote: > > >Just pondering a notion: It seems to me if you can scrub metadata, which > >most diligent law firms do before sending documents out to clients, it's not > >that far of a stretch to capture it. Thanks for the info Jay. > > > >"Jay Freedman" wrote: > > > >> On Tue, 23 Dec 2008 20:55:01 -0800, jerem <jerem[ at ]discussions.microsoft.com> > >> wrote: > >> > >> >Any one out there know if there is a way of copying a document's profile or > >> >properties that resides in a document management system like Imanage, > >> >Worksite, etc. I'd like to be able to copy the following properties: > >> >Document Name, Author, Client, Matter, Document Type, Subtype, etc. and apply > >> >them to a document I'm currently saving rather than having to input that > >> >information all over again. > >> > > >> >Thanks in advance. > >> > >> Since those properties are stored in the metadata of the management system and > >> not in the Word document, you will have to ask the vendor of the management > >> system. The answer will no doubt be different for different systems, and some of > >> them will tell you it cannot be done at all. > >> > >> -- > >> Regards, > >> Jay Freedman > >> Microsoft Word MVP FAQ: http://word.mvps.org> >> Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. > >> > |
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