How to Set Advanced Document Properties in Word

Vivian Lee

Microsoft Word allows a user to store several types of advanced properties related to your document. Some of these properties are displayed on the “Info” screen and you can change these properties.

How to Set Advanced Document Properties in Word

Microsoft Office 2013 was used in this demonstration.

To access the dialog box that allows you to change the properties for the currently open document, click the “File” tab.

File tab

By default, the “Info” screen should display. If not, click “Info” at the top of the list of items on the left.

Info screen

On the right side of the “Info” screen, click “Properties” and select “Advanced Properties” from the drop-down list.

Advanced Properties

A dialog box displays with the file name (without the file extension) on the title bar, showing you information about your document. To access the properties you can change, click the “Summary” tab.

Advanced Properties dialog box

Enter properties on the “Summary” tab such as “Title,” “Author,” “Company,” and “Keywords.” Keywords are also called tags and can be used to categorize and find your document more easily.

Advanced Properties Summary tab

You are returned to the “Info” screen and the advanced properties you entered display. The keywords you entered are displayed as “Tags.”

tags

You can also display and change the advanced properties in a “Document Information Panel” above the document. To show the panel, click “Properties” on the “Info” screen and select “Show Document Panel.”

Show Document Panel

You are automatically returned to your document where the “Document Information Panel” displays below the ribbon. For each property, there’s an edit box displaying the current value for the property and allowing you to change the values. You can also use the “Document Properties” button on the panel to access the properties dialog you can also use to edit the properties and view other information.

Document Properties button

To close the panel, click the “X” button in the upper-right corner of the panel.

close the panel

Tip courtesy of How-To Geek.

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