After all, that’s what we’re always looking for, streamlined processes for greater efficiency. This created a streamlined process from the agent to the SharePoint Business Intelligence dashboard that the executives used to make decisions. Since all the information in the report was pulled as metadata into SharePoint, the information could be used for multiple dashboards that were updated in almost real time. Once the reports were created, the field agents just had to drop them into the correct library (which can be mapped like a shared drive if your users are still adjusting to SharePoint). You can choose to edit the properties of each record in the library and the information will be automatically changed inside the document.Īs a real world example, I knew a gentleman that used this same method to create report templates like you see here. The one downside to this is that you can’t edit the fields in Office Web Apps. The columns that I added to the document automatically populate the columns in this library and can now be used within SharePoint for creating custom views and reports. I then do a “save as” and save it to my Office 365 library. The column that I added that was of type ‘choice’ has a dropdown with only the choices available. The fields that require a date give a dropdown for selecting a date from a calendar. I downloaded a copy of the template and filled in some information.
I’ll create a dummy report and insert my columns of information.Īt this point, I save the document to be used as a template and would probably lock it as a read only copy that users can download to fill out. Under the ‘INSERT’ ribbon, I can then select the columns from the library as quick parts. Once it is created, I’ll open this document with my local copy of Microsoft Office Word.
2562 Learn how to edit text in JPEG image using Photoshop. I will choose to create a new document in the library that I will name “Report Template”. Then click Text and insert the text pane An Online Photo Editor Thats Simple to Use and. This requires Word to be aware of the columns. Now I have to add these columns as quick parts to my document. I have my library “Test Reports” with a few extra columns that I’m going to add to my Word document. Office 365 is almost the same as SharePoint 2013 so my SharePoint 2013 Training directly applies to it. For this demonstration, I’ll be using my Office 365 account. This is important because it allows us to add the metadata columns as Word quick parts. The first step is to have a SharePoint library that you want to use with the appropriate columns that you want linked to your document.
There are a few steps involved in getting it setup with a small change in how individuals operate to get this to work smoothly. Unfortunately, this ability to link information within a document to metadata outside the document (but still inside SharePoint) is not intuitive or automatic. One of the wonderful tools that comes from using SharePoint as more than a file store is being able to add SharePoint metadata to Word documents. It just requires a little push in the right direction and a little knowledge on what CAN be done. Choose which option you prefer by selecting the arrow in the box to show the drop-down menu, then selecting your preferred option.“Why would you want to use SharePoint for storing documents? We’ve always used file shares and it works just fine.” Why indeed? The simplest answer is that there is so much more that SharePoint CAN do. You can also choose to resize the image in pixels or a percentage. To properly resize an image, we recommend checking both options. In this situation, Paint 3D will give the image a plain white background. In most cases, the canvas is the image, unless you insert an image without a background. Resize image with canvas: With this option enabled, the image will also be resized when you change the size of the canvas.This keeps the image from becoming distorted and stretched. Lock aspect ratio: Logically resizes the image if you edit one dimension (width or height) of the canvas.Before changing the dimensions, check or uncheck these two options: Under the “Resize Canvas” section, you’ll find the width and height of the current canvas. If you want to resize the added image, hold the Shift key and drag the corners of the image border. The Canvas options will appear in the right-hand pane. Navigate to an image file in File Explorer (Windows) or Finder (macOS) and click Place, then select File > Place Embedded.
Find and click the “Canvas” option in the header menu. Paint 3D will open with the image inserted.
If you want to save yourself a few steps, before you even open Paint 3D, navigate to the location of the image you’d like to insert, right-click it, then select “Edit with Paint 3D” from the menu.