Understanding the cards

In Delve, documents show up as content cards in views. The information on the content card can help you understand why the document would be interesting or relevant to you.

The most obvious way to use a content card is to click or tap it to open the document it represents, but there are also other ways to use the card and the information on it:

The content card shows information about the document
  • The top part of the card is the activity area. Here you can see for example who modified the document, or how many of your colleagues viewed the document lately. At the bottom of the card you can see the total views for the document.

  • The title on the content card is key to finding or discovering documents in Delve. See What decides the title on the card? to learn how Delve determines which title to put on a card.

  • The picture on the card is extracted from the content of the document, and will often give you a hint about what the document is about and make it easier to find back to the document later. If a document has several pictures, we try to show the best one based on things like resolution and size.

    Shapes in PowerPoint will not be extracted as a picture.

  • The blue link tells you where a document is stored. To see if there is other relevant content stored in the same place, click the link.

  • To send a link to the document through email, click the mail icon. Click to send link through email

  • To see or change who can see the document, click the shared with icon. See or change who a document is shared with

What decides the title on the card?

Delve picks up the title from the document based on a set of rules. Here are some guidelines and best practices for titles and what to expect for the different document types.

What decides the title on the card

Word

For Word documents, Delve decides which title to use on the card based on the styles used in the document:

  1. Text using Title style.

  2. Text using Heading 1 style.

  3. Test using a large font. Even if you have a Title style or Heading 1, text in a larger font than what’s used in the styles can be picked up as the title.

  4. If there’s no likely title found in the document, the Title property is used. The Title property is the same as the SharePoint title.

    To change the Title property in TE000001086, click the File tab, then click Info. Add or change the title.

    Change the Title property
  5. If the Title property is empty, the file name is used instead.

PowerPoint

In PowerPoint documents, Delve also chooses the title based on styles in the slide layouts. If you use one of the default templates with a Title layout slide, there should be no surprises:

  1. Title from the Title layout slide.

    : Do not use a title slide for a “Thank you” or similar for the last slide. This can overrule smaller titles from slides earlier in the presentation.

  2. The Title from the first slide.

  3. Text using a large font. Even if you have a Title from Title layout or first slide Title, text in a larger font than what’s used in the styles can be picked up as the title.

  4. If there’s no likely title found in the document, the Title property is used. The Title property is usually prefilled with “PowerPoint presentation” unless you change the Title property when you upload the document to SharePoint.

  5. If you haven't set the Title property, the file name is used.

Excel

In Excel documents, Delve will use the Title property you have specified for the workbook as the title.

If you haven’t set the Title property, the file name is used.

View or change the properties for an Office document

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