Once done, everyone using this template will be able to complete the documents using these fields and simultaneously adding the right metadata to the document in SharePoint Add them by clicking on Insert – Quick Parts. Now that you are editing the template that will be used here, you can add special fields in the document that represent the SharePoint columns you have. Once in the advanced settings, you’ll see what document is used as a template for the library or content type and you can edit it. If you are using content types, you’ll have to look for the advanced settings for each of them or just the one you’d like to use. Then navigate to your advanced settings of the document library if you are not using content types to organize and manage your documents. This may be done by creating columns, site columns or content types and adding them to the library. Start by organizing your document library to have the structure you want and need. How to use Word Quick Parts with SharePoint hosted documents

However, with Word and a document stored in SharePoint, we can integrate the metadata directly within it using Quick Parts. Where we just had to drop them in a folder before, we now have to tag and classify the document. A common pain when migrating to SharePoint is changing the way we work with documents. Though not a new feature, I feel not many know of its existence or think of using it.

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