Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

Andrew — Mon, 12 Jun 2006 23:44:15 GMT

Looks good. You don't say if the metadata fields can be customised - clearly there will be some 'auto-captured' metadata such as author and date created - perhaps that could also be shown, at least optionally. What does 'modeless' mean?

re: Records Management Feature: Document Information Panel

Sharon Burnett — Tue, 13 Jun 2006 18:10:48 GMT

This looks really good. Makes logical sense. Too bad we can't have this for email.

Sharon

re: Records Management Feature: Document Information Panel

Milan — Tue, 13 Jun 2006 22:33:12 GMT

It appears that we still have a problem with users who use the Multiple Document Upload control or WebDav to upload documents. They are not presented with the document information panel and are not required to enter values. What does the team suggest for avoiding these issues?

re: Records Management Feature: Document Information Panel

recman — Tue, 20 Jun 2006 00:34:24 GMT

@ Andrew:

"Modeless" as used in this post refers to the fact that the Document Information Panel doesn't require the user to fill in metadata before continuing to work on their document -- i.e. it doesn't put the user into a separate "metadata entry mode" (which is where the term comes from).

To contrast this, consider the experience when you go to "File --> Properties" in the 2003 versions of Word, Excel, or PowerPoint. In these applications you are required to interact with the Properties menu (or at least close it) before you can work on your document again.

I hope this explanation makes sense. If not, please let me know. :)

Ethan Gur-esh, Program Manager

re: Records Management Feature: Document Information Panel

recman — Tue, 20 Jun 2006 00:35:15 GMT

@ Sharon:

You're right that the Document Information Panel isn't directly available for e-mail.

However, the general issue of metadata on e-mail records is one that we've done some work to enable in the 2007 release -- and we'll be blogging about that in detail in a few weeks (when we start talking about how to declare records), so please stay tuned. :)

Ethan Gur-esh, Program Manager

re: Records Management Feature: Document Information Panel

recman — Tue, 20 Jun 2006 00:39:36 GMT

@ Milan:

You are correct that the Document Information Panel is targeted to the authoring experience (where users are generally working on one document at a time), not the "bulk upload" scenario (where users are uploading many documents at once, usually as part of the process of migrating records from another repository to their RM system).

But we've built functionality to improve metadata collection on records uploaded in bulk as well -- and we'll be blogging about that topic in a few weeks when we start talking about declaring records.

Ethan Gur-esh, Program Manager

re: Records Management Feature: Document Information Panel

Phil Ayres — Thu, 29 Jun 2006 21:07:47 GMT

Do you know if the Document Information Panel will be customizable / configurable for saving metadata into non-Sharepoint repositories?

Is there any way I can use InfoPath (or whatever editor) to use a DB table schema as a basis for my metadata, then save the DIP definition somewhere other than Sharepoint? Then if I do that will the document information be stored purely within the document, or do I need a connection to Sharepoint.

Any insight you have would be much appreciated.

Cheers
Phil

re: Records Management Feature: Document Information Panel

SJ — Wed, 09 Aug 2006 00:15:25 GMT

I am unable to load files with longer names in to Document library folders which themselves have longer names as I get the following error message "The specified file or folder name is too long. The URL path for all files and folders must be 260 characters or less (and no more than 128 characters for any single file or folder name in the URL). Please type a shorter file or folder name".

Is there a workaround for this limitation?

re: Records Management Feature: Document Information Panel

recman — Wed, 09 Aug 2006 05:30:09 GMT

@ SJ:

It's great to hear that you're evaluating the Office 2007 system features to see how well they meet your needs. However you should direct these questions to the newsgroups & discussion forums that are part of the Office 2007 Beta program. These forums are specifically intended for providing technical support at the level of detail you're asking for.

We're trying to keep this blog at the level of conceptual / business requirements discussion, rather than being another tech support forum.

Thanks for understanding,
- Ethan Gur-esh.

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Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

re: Records Management Feature: Document Information Panel

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