ICT – Schools & Learning
HELPSHEET
Editing Document Properties
In addition to the actual file content, you may also need to edit the document properties in the library. The
document properties include the document file name, title, and any additional columns that the document
library designer has created to help organize the documents in the library. The context menu for each
document contains two options to allow you to work with the document properties, also called metadata.
Click View Properties in the context menu to display a window of document properties, including the
creator of the document and when it was created, along with who edited the document last and when it
was edited. From this window, you can edit the properties by selecting the Edit Item command on the
View ribbon. Another way to edit the item properties is with the Edit Properties selection in the
document’s context menu. Either of these two options displays a window that allows you to change the
document’s file name, title, and other custom metadata. To edit a document’s properties from the
document library screen, follow these steps:
1. Activate the document’s context menu by hovering over the file name with your mouse and clicking
the down arrow.
2. Click the Edit Properties option in the context menu. A dialog box will pop up ‘You must check out
this item before making changes. Do you want to check out this item now?’ Click OK
3. On the Edit Item window, change the file name, title, or other properties.
4. Select the Save command from the Commit group on the Edit ribbon.
The Manage group on the Library Tools – Documents ribbon also contains View Properties and Edit
Properties commands that allow you to edit document properties.
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