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How To Add Document Properties In Excel For Mac


How to Add Document Properties in Excel for Mac




Document properties, also known as metadata, are details about a file that describe or identify it. They include details such as title, author name, subject, and keywords that identify the document's topic or contents. If you include the document properties for your files, you can easily organize and identify them later. You can also search for documents based on their properties or insert them into your documents.


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In this article, we will show you how to add document properties in Excel for Mac using different methods. You can use the standard properties that are provided by Microsoft 365, or you can create your own custom properties. You can also edit the document library properties if you are working with a document library on a website or in a public folder.


Using Standard Properties




By default, Microsoft 365 documents are associated with a set of standard properties, such as author, title, and subject. You can specify your own text values for these properties to make it easier to organize and identify your documents. For example, in Excel, you can use the Keywords property (also called Tags) to add the keyword "budget" to your financial documents. You can then search for all financial documents with that keyword.


To view or change the standard properties for an Excel file, follow these steps:



  • Open the Excel file that you want to add properties to.



  • Click File > Info.



  • On the right side of the Info tab, you will see a section called Properties. Here you can see some of the standard properties, such as Title, Author, and Last Modified By.



  • To edit any of these properties, click on the value and type a new one. For example, to change the title of the file, click on the current title and type a new one.



  • To see more standard properties, click Show All Properties at the bottom of the section. This will expand the section and show more properties, such as Subject, Keywords, Category, and Comments.



  • To edit any of these properties, click on the value and type a new one. For example, to add keywords to the file, click on the current keywords and type new ones separated by commas.



  • To save your changes, click Save at the top left corner of the Excel window.




Using Custom Properties




You can also define additional custom properties for your Microsoft 365 documents. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own. For example, in Excel, you can create a custom property called Status and assign it a value of Completed or Pending.


To view or create custom properties for an Excel file, follow these steps:



  • Open the Excel file that you want to add properties to.



  • Click File > Info.



  • On the right side of the Info tab, click Show All Properties at the bottom of the Properties section if it is not already expanded.



  • At the bottom of the expanded section, click Advanced Properties. This will open a dialog box called Document Properties.



  • In the Document Properties dialog box, click the Custom tab. Here you can see any existing custom properties for the file.



  • To create a new custom property, click in the Name box and type a name for the property. You can also select a name from the drop-down list.



  • Click in the Type box and select a type for the property. You can choose from Text, Date, Number, or Yes/No.



  • Click in the Value box and type or select a value for the property. For example, if you chose Text as the type, you can type any text value. If you chose Date as the type, you can select a date from the calendar.



  • Click Add to add the custom property to the file.



  • To edit or delete an existing custom property, select it from the list and click Modify or Delete accordingly.



  • To save your changes and close the dialog box, click OK.




Using Document Library Properties




These are properties that are associated with documents in a document library on a website or in a public folder. When you create a new document library, you can define one or more document library properties and set rules on their values. When you add documents to the document library, you are prompted to include the values for any properties that are required, or to update any properties that are incorrect. For example, a document library that collects product ideas can prompt the person for properties such as Submitted By, Date, Category, and Description.


To view or change the document library properties for an Excel file, follow these steps:


  • Open the Excel file that you want to add properties to from the document library.



  • Click File > Info.



  • On the right side of the Info tab, you will see a section called Document Library Properties. Here you can see the properties that are associated with the file in the document library.



  • To edit any of these properties, click on the value and type a new one. For example, to change the category of the file, click on the current category and type a new one.



  • If any of the properties are required or incorrect, they will be outlined with red borders. You must enter or correct the values for these properties before you can save the file.



  • To save your changes, click Save at the top left corner of the Excel window.



Conclusion




In this article, we have shown you how to add document properties in Excel for Mac using different methods. You can use the standard properties that are provided by Microsoft 365, or you can create your own custom properties. You can also edit the document library properties if you are working with a document library on a website or in a public folder. By adding document properties to your files, you can make them easier to organize and identify later. You can also search for documents based on their properties or insert them into your documents.


References




  • : View or change the properties for an Office file



  • : Customize how Excel starts in Excel for Mac



  • : How To Add Document Properties In Excel For Mac - herebfiles



  • : How to change properties of excel file on Mac (Step by Step)





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