In this video, we demonstrate how we can add a Content Type’s metadata columns into its document template.
The benefit of this is to improve end user efficiency, by ensuring that the information entered into the document doesn’t also then have to be populated into the document’s metadata columns, as well as guaranteeing that the information is consistent across the document’s content and metadata.
The video starts by taking viewers through an overview of Content Types, followed by a summary of what has already been set up prior to the demo, as follows:
We then take you through the process of adding the metadata columns into the document template as Quick Parts within Word, as follows:
The result is a great time-save for your users, which is relatively easy to implement within your organisation!
Watch the full video below, and be sure to share and comment: