Add or change label information in an Office document

If you are working with a Microsoft Office Word 2007 document, Microsoft Office Excel 2007 workbook, or Microsoft Office PowerPoint 2007 presentation that is saved to a library on a Microsoft Office SharePoint Server 2007 site where a policy requiring the insertion of a label is in effect as part of an information management policy, you may need to add or change the label information in your document.

Important: The ability to add or change label information is available only in Microsoft Office Professional Plus 2007, Microsoft Office Enterprise 2007, Microsoft Office Ultimate 2007, and in the stand-alone versions of Office Word 2007, Office Excel 2007, and Office PowerPoint 2007.

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Overview

Add or change label information

Overview

When you insert a label into a 2007 Microsoft Office system document, workbook, or presentation, the label is updated automatically with information from the document's properties. This information resides in the columns for that item in the library. If label information is not yet stored in the document's properties, you must enter the information manually. Label information that you need to enter appears on the label in curly brackets and with a green underline, as shown in the following illustration.

Label information

You can also update or change the label information if the correct information changes. For example, the company name or billing information may change, so the label then also needs to be changed.

Note: Although you can insert a label in more than one place in your document, you only need to add or change label information once, because those changes will appear in all instances of the label in your document.

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Add or change label information

A library on an Office SharePoint Server 2007 site may have a label policy in effect. If the label is missing information, you must fill out the label before you save the file.

  1. If the library is not already open, click its name on the Quick Launch.

    If the name of your library does not appear on the Quick Launch, click View All Site Content, and then click the name of your library.

  2. Point to the document, click the arrow that appears, and then click Edit in Microsoft Office program name — for example, Edit in Microsoft Office Word.

  3. In the document, workbook, or presentation, right-click the label, and then click Fill in Label on the shortcut menu.

    Notes: 

    • If the label appears in the document header, you must first right-click the label, and then click Edit Header on the shortcut menu.

    • If the label is locked, you are prompted to unlock it before you can fill in the label.

  4. Enter or edit the information in the Document Information Panel.

    Document Information Panel

  5. Click the Microsoft Office Button Office button image , and then click Save to save your changes.

    When you save the file, the label information is updated in both the label and in the columns for that item in the document library.

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