Wednesday, September 9, 2009

Word 2007/MOSS Metadata Integration

Word 2007/MOSS Metadata Integration

Looked up some sites on how to pull data into a Word template from a MOSS List. Scarily examples with a ton of code embedded either in the doc or through a seperate .net app. Finally found a modestly stable technique that involved linking to the SharePoint list through an Access db, and then using that Access db as a source of a Mail Merge in Word. Not bad - unidirectional and has a few moving parts.

Then, this technique: Word 2007/MOSS Metadata Integration, uses a document library with columns, similar to setting up a list, then the columns can be used in a Word 2007 document with bidirectional updating.

Challenge I've ran into so far is versioning of the template, not seeing an easy way yet to update the template used on existing documents if columns are ever modified, added or deleted.

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