About Karsten Schneider 312 Articles
Consultant for Microsoft 365 Applications with a strong focus in Teams, SharePoint Online, OneDrive for Business as well as PowerPlatform with PowerApps, Flow and PowerBI. I provide Workshops for Governance & Security in Office 365 and Development of Solutions in the area of Collaboration and Teamwork based on Microsoft 365 and Azure Cloud Solutions. In his free time he tries to collect tipps and worthy experience in this blog.


  1. Usually this also works with taxonomy fields but there is a known bug in MS Word 2010 that causes Office to crash on selection of a tax field. Office 2013 does not have this Problem. Once a tax field has been embeded into the Office document you can open the docx with Office 2010 again.

    You can also convert your tax fields in SharePoint and embed them as custom variables, see my post Embedding Custom Properties in Word using SharePoint and the Open XML SDK

  2. This works well and is very good, it does not appear to work for me if the content type is used from another site, is this correct functionality?
    We have a main site and then subsites for each project, I set up a content type and template in the main site and used it in the sub sites but the metadata and quickparts did not update.
    For this functionality to work do I have to set up site columns and content type in each sub site?

  3. the metadata does not update? so you mean you added a column to your content type and it does not appear in the subsite in the content type?
    What is the structure with site collection and subsites regarding the content types and columns?
    Maybe it does not push down changes from content type properly

  4. Finally, following the steps on this blog I was able to automatically link word form fields to sharepoint columns. I would like to do this with Excel but there are no “quick steps” in excel. Does anyone have any guidance?

  5. Hi My Self is Rohit. I got requirement to do digitalization of documents. And the value or metadata should be stored in SharePoint List. Using above I can do it in SharePoint 2013 with the help of office web apps but I have one doubt this functionality is working fine with SharePoint Admin and on SharePoint Server only so can you guide me how to assign permission to end user to do editing and fill metadata value in world document.


  6. Hi,

    I followed your steps and it works fine for all the types of site columns except a few data types.

    I am having a scenario in which I have to add reference link to another document and I want to use the same approach as yours. I did followed the steps but the field with data type as “Hyperlink or picture” is not being shown in the QuickParts menu.

    How can i achieve this?

    thank you

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