Office Document Information Panel and SharePoint

If you have edited a Microsoft Office document that resides in SharePoint, you have no doubt noticed the Document Information Panel (DIP).  From the DIP, you can access the properties of a document as well as check out a checked in document.  There are two frequently asked questions about the DIP:

  • How do you turn the DIP off?
  • How do you turn the DIP on

 

The display of the DIP is controlled at the content type level in SharePoint.  In other words, items that share a content type will share the same DIP behavior.

To control the behavior of the DIP:

  1. Go to your top level site and choose Site Actions-Site Settings
  2. Under Galleries choose Site Content Types
  3. Select the content type whose behavior you want to modify
  4. Under Settings select Document Information Panel Settings
  5. Check or uncheck the Always Show Document… box

You may also notice that you can create your own custom Document Information Panels.  This is done via Microsoft InfoPath.  To get started creating your own custom DIPs, give this article a read.  If you have any questions about showing, hiding, or creating a Document Information Panel, please contact us or leave us a comment below.

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This entry was posted on Tuesday, March 30th, 2010 at 7:00 am and is filed under Enterprise Portals, Technical Tips. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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