New Horizons Get Schooled Blog

Efficiently populate Word documents with SharePoint data (SharePoint)

Efficiently populate Word documents with SharePoint data (SharePoint)There are many situations in which it would be redundant and cumbersome to manually enter data already stored in SharePoint into a Word document. For example, a standard business contract that contains customer data, such as name, address, and telephone number, would benefit significantly from auto-populating using information within SharePoint. Auto-populating also helps to maintain consistency across platforms and ensure time-efficiency for updates. Instead of correcting multiple documents, an update to the source data would have a ripple-effect on the Word document.

To create shareable data, first create external data columns. On the SharePoint site, navigate to the list or library, and click “Settings”. In the column area, select “Create Column”. Enter a name and set the Column Type as “External Data”. Under “External Content Type,” assign the correct item name, such as “Customer.” From here, create a Word template to display external data and create the new Word document with the inputted field from SharePoint using the External Data Item Picker.

Posted on 9/20/18 9:29 AM by Get Schooled in SharePoint

Get Schooled

Written by Get Schooled

Search by Topic

    Lists by Topic

    see all

    Knowledge Ninjas

    a web-based service that allows software application end users to access a subject matter expert in real-time via a chat interface to resolve questions or problems they encounter in their specific software.

     

    Subscribe