Setting Document Properties

Why the Properties Pane matters

The Properties pane in Microsoft 365 applications lets you set key information about your file. Having the Title and Author information (Keywords not necessary) help users find, identify, and use your documents. They also support accessibility by providing screen readers and other assistive technologies with important context.

Where to find the Properties pane

• Word and PowerPoint: Go to File > Info to view and edit properties.

How to access and update document properties

Follow these step-by-step instructions to set up your document properties for better accessibility and discoverability:

In Word, PowerPoint

1. Open your document
2. Click File in the top menu
3. Click Info in the left panel
4. Look for the Properties section on the right side of the screen

Step-by-step property updates

1. Set the Title: Click in the Title field and enter a clear, descriptive Title (e.g., "Employee Handbook 2024" instead of "doc_final_v3") Expand acronyms if there are any.
2. Set the Author: Click in the Author field and enter your name or the name of the person or team responsible for creating the document.
3. Save your changes: Click outside the property fields or press Enter to save

Key properties to fill in

• Title: Use a clear, descriptive name for the document. Avoid codes.
• Author: In the "Related People" section you will find a place to insert the Author. If it has not been filled be default, use your name or the name of the person or team responsible for creating the document.

Keeping these properties up to date helps with version control, sharing, and accessibility.

How properties improve discoverability

Search engines and internal file searches use document properties to help users find files. Well-chosen Titles make your documents easier to locate and understand, especially for people using assistive technology.

Quick check before sharing

• Review Title and Author fields are completed.