How to Edit Document Properties in Excel?

Editing document properties in Excel can be a daunting task, especially if you’re a beginner. It’s important to understand how to properly edit document properties in Excel so that you can easily access, track, and manage your data efficiently. In this guide, we’ll discuss the basics of how to edit document properties in Excel, from changing the file name to updating the security settings. With a few simple steps, you’ll be able to make sure your Excel documents are always up-to-date and secure. So, let’s get started!

Editing the Document Properties of an Excel Spreadsheet

Document properties provide important information about an Excel spreadsheet such as its author, title, and date of creation. Editing document properties in Excel is a simple process that can be done in a few steps. Whether you’re using a Windows version of Excel or a Mac version, the steps to edit document properties are the same.

Step 1: Open the Document Properties Window

In order to edit document properties, you must first open the document properties window. To do this, open your Excel spreadsheet and click on the “File” tab at the top of the window. This will open the Backstage View, where you can see all the options available for the spreadsheet. Look for the “Info” option and click on it. This will open the document properties window.

Step 2: Review and Edit the Document Properties

Once you’ve opened the document properties window, you can review the existing document properties and make any necessary changes. There are several fields that you can edit, including the title, author, and date. You can also add tags and comments to the document. Make sure to save your changes before closing the document properties window.

Step 3: Save Your Changes

Once you’ve made your changes to the document properties, make sure to save them. To do this, click on the “Save” button at the top of the window. This will save your changes and update the document properties.

Step 4: Finalize Your Changes

Once you’ve saved your changes to the document properties, you can finalize them. To do this, simply close the document properties window by clicking on the “X” in the upper right-hand corner. Your changes will be saved and the document properties will be updated.

Step 5: View the Document Properties

You can view the document properties at any time by opening the document properties window. To do this, simply open your Excel spreadsheet and click on the “File” tab at the top of the window. This will open the Backstage View, where you can see all the options available for the spreadsheet. Look for the “Info” option and click on it. This will open the document properties window, where you can view the updated document properties.

Step 6: Share the Document

Once you’ve updated the document properties, you can share the document with others. To do this, click on the “Share” button at the top of the window. This will open the Sharing window, where you can enter the email addresses of the people you want to share the document with. Once you’ve entered the email addresses, click “Send” to share the document with your contacts.

Summary

Editing document properties in Excel is a simple process that can be done in a few steps. To edit document properties, open the document properties window, review and edit the document properties, save your changes, finalize your changes, view the document properties, and share the document. After completing these steps, the document properties will be updated and the document can be shared with others.

Related FAQ

How do I access the Document Properties in Excel?

To access the Document Properties in Excel, open the File tab and select Info. From the Info window, select Properties, and then Advanced Properties. This will open the Document Properties window, which will display the properties available to view and edit. To edit a property, click on the field associated with it and enter a new value. Once all the properties have been edited, click OK to save the changes.

What types of properties can I edit in Excel?

In Excel, you can edit a variety of document properties. These include the Title, Subject, Author, Keywords, Category, Status, Comments, and Company fields. These fields are used to store information about the document and can help you organize and search for documents more easily.

How do I add keywords to a document in Excel?

In Excel, you can add keywords to a document by accessing the Document Properties window. To do this, open the File tab and select Info. From the Info window, select Properties, and then Advanced Properties. This will open the Document Properties window. In the Keywords field, type any relevant keywords that you would like to be associated with the document. Once you’re finished, click OK to save the changes.

Can I add custom properties to a document in Excel?

Yes, you can add custom properties to a document in Excel. To do this, open the File tab and select Info. From the Info window, select Properties, and then Advanced Properties. This will open the Document Properties window. In the Custom tab, click the Add button to add a new custom property. Type a name for the property in the Name field and the value in the Value field. Once you’re finished, click OK to save the changes.

How do I delete a property from a document in Excel?

In Excel, you can delete a property from a document by accessing the Document Properties window. To do this, open the File tab and select Info. From the Info window, select Properties, and then Advanced Properties. This will open the Document Properties window. To delete a property, select the property from the list and click the Delete button. Once you’re finished, click OK to save the changes.

Can I view a document’s properties without making changes?

Yes, you can view a document’s properties without making changes. To do this, open the File tab and select Info. From the Info window, select Properties, and then Advanced Properties. This will open the Document Properties window. All of the document’s properties will be displayed in the window. You can view the properties without making any changes, and click OK to close the window.

Editing document properties in Excel is an easy and straightforward process. With a few clicks of the mouse, you can quickly edit the properties of any Excel file and ensure that the information contained in it is accurate and up to date. With the help of this guide, you can now easily take advantage of this feature and make sure that your spreadsheets are always in great shape.