Changing the Document Information Panel

The Document Information Panel (New!) helps you manage and track document property informationalso known as metadatasuch as title, author, subject, keywords, category, and status. The Document Information Panel displays an XML-based mini-form using an InfoPath Form Template (.xsn) file developed in Microsoft InfoPath 2007. By using an XML InfoPath form, you can create your own form templates to edit the document property data and perform data validation.

Select a Document Information Panel Template

Click the Developer tab.

Click the Document Panel button.

Click Browse, locate and select the custom template you want, and then click Open.

• URL. Short for Uniform Resource Locator. The address of resources on the Web.

  http://www.perspection.com/index.htm

• UNC. Short for Uniform or Universal Naming Convention. A format for specifying the location of resources on a local-area network (LAN).

  \\server-name\shared-resource-pathname

• URN. Short for Uniform Resource Name.

Click the Display by default list arrow, and then select the default properties you want.

Select the Always show Document Information Panel on document open and initial save check box.

Click OK.