You are here: About transferring properties with Office documents > Transferring properties from Office files to Project Portal

Transferring properties from Office files to Project Portal

Properties are transferred from Office files to Project Portal when new files are created with the Create from template command as described in Creating a file from a template. The document property values will be updated from the properties of the file that have names listed in Project Portal property codes. No property transfer is done when a file is uploaded to an existing document.

Related concepts

About transferring properties with Office documents

Related tasks

Configuring Office files for property transfer

Transferring properties from Project Portal to Office files

Viewing and editing document properties

Related information

Project Portal property codes


www.bluecieloecm.com