troubleshooting Question

Saving To SharePoint Document Library by Default while at same time asking for and setting the data in the columns

Avatar of GMC02108
GMC02108Flag for United States of America asked on
Microsoft SharePointMicrosoft Word
2 Comments1 Solution98 ViewsLast Modified:
Does anyone know of a way to setup Word so that when a user clicks on "Save" it brings up some type of profile form (which matches the columns in the SP Document Library, where the user can enter some data about the document by selecting data from drop down menus. Once the profile form gets filled out, the document saves to a SharePoint document library, unless they click "cancel" or something like that and then would have the option to save to a different file location. For example:

1) User types document in Word and clicks "Save"
2) Word comes up with a profile form; user fills in the profile questions by selecting items from the drop downs. (Such as "Attorney on Record", "Client", "Matter" etc.)
3) The user clicks on "OK" and the document saves to a SharePoint document library with the columns populated by data from step 2.
If on step 2 they decide they want to save it locally, they can just click "cancel" and get the normal save routine.

I realize this is basically a document management system, but am hoping to do it as cheaply as possible, if not no cost at all if there's some OOB method I could use.

SDM Mobile

Our community of experts have been thoroughly vetted for their expertise and industry experience.

Join our community to see this answer!
Unlock 1 Answer and 2 Comments.
Start Free Trial
Learn from the best

Network and collaborate with thousands of CTOs, CISOs, and IT Pros rooting for you and your success.

Andrew Hancock - VMware vExpert
See if this solution works for you by signing up for a 7 day free trial.
Unlock 1 Answer and 2 Comments.
Try for 7 days

”The time we save is the biggest benefit of E-E to our team. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange.

-Mike Kapnisakis, Warner Bros