How to Edit Document Properties in Excel: A Step-by-Step Guide

Do you find yourself opening a document, only to realize that it’s the wrong version or was never properly finished? If you don’t check the document properties, you might end up using the wrong information.

Worse yet, when a document is stored on a server, you have no idea when it changed, by who, and what the changes were. With no knowledge of what the current document properties are, you risk using it on accident.

Don’t get caught unprepared. Read on to learn the step-by-step process of how to edit document properties in Excel.

Opening Excel and the Desired File

To get started, open Microsoft Excel on your computer. Once the application is launched, locate the file you want to edit document properties for. You can either double-click on the file to open it or use the “Open” option from the File menu in Excel.

Accessing Document Properties

With the Excel file open, navigate to the top-left corner and click on the “File” tab. This will take you to the “Backstage view.”

In this view, you will see various options on the left side of the screen. Look for the “Info” tab, and click on it.

Viewing Current Document Properties

After clicking on the “Info” tab, you’ll find the current document properties displayed on the right side of the screen. You can see information such as the document’s title, author, tags, and more. This is useful if you want to check the existing properties before making any changes.

Modifying Document Properties

To edit any of the document properties, click on the corresponding field you want to change. For instance, if you wish to modify the title, click on the title field, and a cursor will appear, allowing you to edit the text. Make the necessary changes, and then press “Enter” to save them.

Adding Additional Properties

Excel allows you to add more document properties to provide additional information about the file. To do this, scroll down on the right side of the “Info” tab until you see the “Properties” section. Here, you can add details like the document’s category, status, and comments.

Setting Excel C# Keywords

If you’re using Excel in conjunction, you might want to add specific keywords that can help with searchability and organization. Excel c# act as tags for your Excel files, making it easier to find them later. To add keywords, locate the “Tags” field under the “Properties” section and enter relevant terms separated by commas.

Saving the Changes

Once you’ve finished adding and editing documents, it’s essential to save your changes. Go back to the top-left corner and click on the “Save” or “Save As” options, depending on whether you want to overwrite the existing file or create a new version with the changes.

Removing Document Properties

In case you need to remove specific document properties, you can do so easily. Navigate back to the “Info” tab and click on “Check for Issues.”

From the drop-down menu, select “Inspect Document.” Excel will then check for any hidden properties, and you can choose which ones to remove before saving the file.

Learn How to Edit Document Properties in Excel

In conclusion, learning how to edit document properties in Excel is a helpful skill that is simple to learn. Now that you have read this step-by-step guide, you know to take control of your document properties in Excel. Try it today and make your documents simpler and easier to access.

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