I’ve had a lot of requests of this post recently and I was hoping to get another blog post about SPSUK out quicker than this but here is how to pull information that is stored in a document properties in SharePoint into your word document.
I have a document library with loads of different columns that sort information that I want about my invoices. These range from single line of text , date and lookup fields.
When I create a new document in this document library I get the ability to fill in the document properties. You can see this at the top of the document when you create the document. Here is an example from document library/content type above
I can now start to add these properties into the document. Select the area in the document you want to information to show.
Select Insert on the tab and click on Quick Parts.
When you navigate down and look at the list under Document Property there will be a big list which are default properties for any word document but you will also notice the SharePoint Site Columns names.
As you select the one you want you will see them appear in the document.