Copying A Doc's Properties/Profile

[jerem]

Any one out there know if there is a way of copying a document's profile or
properties that resides in a document management system like Imanage,
Worksite, etc. I'd like to be able to copy the following properties:
Document Name, Author, Client, Matter, Document Type, Subtype, etc. and apply
them to a document I'm currently saving rather than having to input that
information all over again.

Thanks in advance.

 

[Jay Freedman]

Any one out there know if there is a way of copying a document's profile or
properties that resides in a document management system like Imanage,
Worksite, etc. I'd like to be able to copy the following properties:
Document Name, Author, Client, Matter, Document Type, Subtype, etc. and apply
them to a document I'm currently saving rather than having to input that
information all over again.

Thanks in advance.

Since those properties are stored in the metadata of the management system and
not in the Word document, you will have to ask the vendor of the management
system. The answer will no doubt be different for different systems, and some of
them will tell you it cannot be done at all.

 

[jerem]

Just pondering a notion: It seems to me if you can scrub metadata, which
most diligent law firms do before sending documents out to clients, it's not
that far of a stretch to capture it. Thanks for the info Jay.

 

[Jay Freedman]

When you say "scrub metadata", that refers to metadata that's stored in the
document file. That's all that Word can deal with. What I was describing is
metadata that's stored in the management system and not in the document, to
which Word has no access.

 

[jerem]

Yes, I understand it is outside the realm of Word. Now, if you ever run into
anyone who can manipulate management system metadata, that's worth passing
along. Thanks for the info, Jay.