How to Edit Document Properties in Excel (with Detailed Steps)

Document properties are the combination of all basic properties of that document. It is also called metadata. It contains the author’s name, title, company name, size, etc. other basic properties in Excel. In this article, we will discuss how to edit document properties in Excel.

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What Are the Document Properties of an Excel Workbook?

Any document contains four types of properties in Excel. Have a look at the below section for those properties.

• Standard Properties:

Those are the common basic properties of a document. Those include title, subject, and author. These properties will help to organize the document according to the creator’s desire.

• Automatically Updated Properties:

The creator of a document can not control to set this property. Those properties will change automatically. Size, modification date, words containing that document, etc. are this kind of property. These properties change automatically.

• Custom Properties:

Those are the additional properties defined by the creator. Those do not default. If the creator then, we will be able to status properties. We will be able to assign text, time, and numeric values in the custom properties.

• Document Library Properties:

Those are the properties related to a document, which can be found in a document library on a website or in a public folder. When we create a new document library, we will be able to define one or more properties in the document library.

Steps to Edit Document Properties in Excel

In this section, we will discuss all the steps to edit document properties in Excel.

Step 1: Find the Properties

Here, we will show how to find the document properties.

• Go to File >> Info. Here, all the information related to this article is shown.

We can see the Properties section on the right side of this window.

Step 2: Edit Document Properties

Here, we will show how to edit the properties from this window. We already showed the properties.

There are different properties available. But all the properties can be modified. Some properties are editable.

Look at the above image. We will not be able to change the size, and dates of an Excel file.

• To modify any option property, move the cursor to the corresponding box of the options.
• Then, input the corresponding data on the box. For like, we input Basic on the Categories box.

Step 3: Add New Attributes

In this section, we will show how to add the author’s name by editing the properties.

• Go to the Add an author box from the Author section.

• Now, input a name in that box and then, press the Enter button.

We can see the author’s name has been added.

• Press the right button of the mouse by keeping the mouse cursor on the Author’s name.
• Choose the Edit Property option from the appeared list.

• The Edit person window appears.
• We can add new names in the Enter names or e-mail address section.
• Then, press the OK button.

How to Edit Some Advanced Properties of Documents in Excel

Now, we will discuss how to edit the advanced properties of the document in Excel.

📌 Steps:

• Click on the down arrow symbol of the Properties field.
• We will see the Advanced Properties option here.
• Click on this option.

• The Advanced Properties window appears.
• In the upper section, we will see multiple tabs in this window.

The General tab contains the Excel file’s type, location, size, and date information. We can not modify this information.

• Then, we move to the Summary tab.
• It contains the basic information of the document. Those are not automated. We can modify them as we need.

• After that, we move to the Statistics tab.
• It contains date-related information, those are automated.
• We can input the Revision number and Total editing time from this tab.

• The Contents tab shows all the sheets of an Excel file.

• Finally, we move to the Custom tab.
• We can set Name, Type, Value other information from this tab.

An Alternative Way to View and Edit Document Properties in Excel

There is another alternative way to view document properties in Excel.

📌 Steps:

• Go to the Excel file from File Explorer.
• Choose the file and press the right button of the mouse.
• Then, choose the Properties option from the context menu.

• Look at the dialog box.

We can edit and modify some selected properties from this section. Go to the Details tab and we can change the Title. Subject, Tags, Categories, Comments, Authors, Revision number, Version number, Company, Manager, etc. from this tab.

Conclusion

In this article, we described how to view and edit document properties in excel with proper illustrations. I hope this will satisfy your needs. Please have a look at our website ExcelDemy and give your suggestions in the comment box.