Locked lesson.
About this lesson
We will look at how to add document properties (metadata) to assist with searching for presentations. We will also see how to remove all metadata from a presentation prior to sending the document to external clients/customers.
Exercise files
Download the ‘before’ and ‘after’ PowerPoint presentations from the video tutorial and try the lesson yourself.
08-01-setting-document-properties Exercise.docx55 KB 08-01-setting-document-properties Exercise Solution.docx
148.3 KB
Quick reference
Adding and Removing Document Properties
Document Properties are information that reside in the background of every PowerPoint presentation created. This information is called metadata. Some document properties are generated automatically by PowerPoint such as the creation date, author details, file size etc. Other properties are user generated and can be changed.
Document Properties can help when searching for presentations.
When to use
Add document properties to every presentation as part of best practice as they provide helpful information to others and also assist us when we are searching for a presentation.
Instructions
Document Properties
- From the File tab, click Info.
- Document Properies are on the right-hand side.
Much of the info in document properties is generated by PowerPoint when the presentation is created. This information cannot be modified. However, some fields can be changed.
- Click in the Title field.
- Type 'LandCo Sales Pitch'.
- Click in the Tags field.
- Type 'Landco, sales pitch, sales'. Separate tags with a comma.
- Click in the Category field.
- Type 'Sales'.
Show All Properties
- Click Show All Properties.
- Click in the Company name field.
- Type 'LandCo'.
Advanced Properties
- Click the Properties drop-down arrow.
- Select Advanced Properties.
- Click the Custom tab.
- Select Checked by and click Add.
- Type 'Claire Smith'.
- Click OK.
- Save the presentation.
Search Using Document Properties
- Open File Explorer.
- In the search field, type 'tag:sales' and press Enter or click the magnifying glass.
- Click the cross to clear the search.
- In the search field, type, type 'author:Deb Ashby'.
- Click the cross to clear the search.
- In the search field, type 'company:LandCo'.
- Click the cross to clear the search.
Hide Slides
When we were looking at document properties, we could see that the presentation currently contains no hidden slides. Hiding slides is a way to omit a slide or slides from the presentation without deleting the slide.
- In the Slides pane, right-click and select Hide Slide from the contextual menu.
- Notice the strike through the slide number.
- From the File tab, click Info.
- Notice the document properties have updated to show 1 hidden slide.
Hints & tips
- To unhide a slide, click on the slide, right-click and select Unhide.
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