Is there a way to add attachments to documents in a SharePoint document library? Any help is appreciated.
There is no way to add attachment to document item.
You may consider using document sets if you want to group documents in single item.
Related
I need filter on Info Path Form which can search from multiple fields of Document Set meta Tag?
I tried below things.
Create sharepoint filter in infopath for Docment set.
Create TextBox that will be free text filter of all the metadata fields of the document set.
Important also that on page load all the Documents and folders of the Dataset will be visible.
Thanks,
Try with below link. It would help you.
http://sympmarc.com/2011/08/24/using-spservices-with-jqueryuis-autocomplete-function-on-infopath-forms-in-sharepoint/
I am working on sharepoint foundation 2010. I have to add some fields from a list to word 2007 document (automatically of course every time an item is added to the list)( the document contains a paragraph and I have to complete this paragraph from the list fields).. I've searched your site for help and I found an answer that seemed ambiguous to me:
If you create a document library with custom fields (or better yet a content type), Office 2007 documents will include the fields as properties of the document. Word inludes features to add those fields to the document (Insert->QuickParts-Document Property).
You can automate the placement of items on the document by adding a document template to your content type.
Can someone Please give me more details about that method or if exists a better solution.
It's a little bit unclear what are exact requirements.
Using steps provided in quote you can add custom fields to the document - i.e. you need to add some columns to the library and then insert custom fields into document/template. Then if you create new document it will contain information from custom fields. (Something similar like it is described here.
If you have some list and you need do create document in the library with information from the list item you will not be able to achieve it with OOTB SharePoint. You can try to use some third party tool like our product Documents Generator (free version should be enough)
I have a peoblem regarding file numbring in sharepoint . My company using a complex numbring for file and here is its format file number/month/year
Can I make a field that is autogenerate that format ?
And if any file deleted it should rename all files after it
Thank you for your help
The options:
What you most probably want are unique document IDs, for that SharePoint has the so called DocID Service. As you have custom numbering format you will need to implement a custom document ID provider.
Another option is to just create event receivers for your document library. On each upload / update of a document you just create your file numbering anew based on whatever rules you desire.
A calculated field is the last option and it could contain a number/month/year - but you will not be able to change the file name based upon a calculated field. You could use it for filtering the document library.
I would advise you to look into event receivers or the more advanced, but complete, solution: document IDs.
We have a requirement for a site wide document library that contains simple word letter templates.
From within a customer item on a list we need to be able to select one of these templates and then have the template populate with customer data such as name & address etc.
What’s the easiest way to achieve this? Ideally without using workflows.
Then you shall assign a document template to a content type.
See this blog post, http://sharepointchick.com/archive/2011/01/07/using-content-types-with-document-templates-when-using-quotnew-documentrdquo.aspx
Create fields in your template that display the document properties to "Autofill" them. This is done in the Insert tab of the ribbon, then by clicking QuickParts, then Document Properties.
The end result is that in addition to the File > Info or the properties bar, each property will also appear in the body of the document wherever you have inserted the field for it. These can then auto-update themselves based on the metadata stored with the document in the library (how often they update is a Word setting).
Xpertdoc Letter Management for SharePoint let's user pick a template from the context of a customer record, then generates a new document with customer data automatically merged inside the document.
CGU, an insurance company, estimate they save 0.5 million dollars per year by the efficiency gains introduced by Xpertdoc. http://www.youtube.com/watch?v=xbqWiFt5dUA&feature=channel&list=UL.
First of all, you should use the technique mentioned before for the document creation based on content type.
As for auto-filling the property fields, I suggest you check out this post that explains how to auto-fill properties when document is added.
You can also opt for a commercial solution such as Harmon.ie for SharePoint to retrieve your templates. They have a free version, if I'm not mistaken.
Can sharepoint search work for list item attachments. I have a custom list where I am loading attachments. Can SharePoint search through the content of the attachment.
According to the comments in this post it should index and search attachements in lists.
It can search attachments as long as it has an IFilter for the file type, just like files in document libraries.