How to use the content cards in Office Delve

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 who modified the document. At the bottom of the card you can see where the document is stored and 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.

    If a document doesn't have a picture, or we can't show the picture, we show a default image illustrating the file type.

    Image illustrating file type
  • For videos, click or tap the card to play the video in Office 365 Video.

  • Click the icon in the lower left corner to add the document to your Favorites.

    Add to favorites by clicking the icon in the lower right corner

    Only you can see what documents you've added to your favorites.

    Note: Not all document types can be added to favorites yet. If you don't see the icon on a card, you can't add that document type to favorites.

  • Click the three dots in the lower right corner to:

    • send a link to the document through email

    • copy a link to the document

    • see or change who can see the document

    • post a document on Yammer

      Note: Posting to Yammer from Delve is currently only available if your organization has opted in to the First Release program.

    Click the three dots to see more document options
  • Your private documents have a padlock and the text Private document.

    The padlock shows that only you can see the document

  • To add a document to a board, or to see which boards the document has been added to, click the board icon in the lower left corner.

    Click icon to add the document to board or see see which boards the document has been added to

    Note: If the icon is not available on a card, you can't add that content type to a board.

    See Group and share documents in Delve for details.

What's different for attachments?

Some cards may have a paper clip icon in the top left corner, and a text saying when somebody emailed it. These are documents that have been shared as attachments in emails.

Documents shared as attachments have a paper clip icon in the top left corner

The title on the card is the file name of the document. When you click or tap an attachment, it opens in Outlook Web App, with the document and the email conversation side by side. You can edit a copy of the document, and reply to the email.

Note: Your Home view shows a selection of attachments from emails you've received recently, but not all of them. The selection is personalized and based on who you work with.

You can't add email attachments to boards, or find them through search.

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 different document types.

Document title shown on the content 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 Word Online, 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.

For attachments, the title on the content card is the file name of the document.

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.

    Tip: 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.

For attachments, the title on the content card is the file name of the document.

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.

For attachments, the title on the content card is the file name of the document.

See Also

View or change the properties for an Office document

What is Delve?

Connect and collaborate in Office Delve

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