How to: Create or Edit a Custom Document Information Panel from within Office SharePoint Server 2007

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Starting from the Microsoft Office SharePoint Server 2007 user interface, you can choose the content type for which you want to create a custom document information panel. Microsoft Office SharePoint Server 2007 launches Microsoft Office InfoPath 2007, supplies the content type schema as the primary data source, and automatically generates a document information panel form based on that schema. When you finish customizing the form, you can upload it directly to the content type, or to another location.

Note   Before you can create or edit a custom document information panel, you must enable multiple content types for the document library.

To create or edit a custom document information panel from within SharePoint Server 2007

  1. On the content type settings page, click Document Information Panel settings.

  2. On the Document Information Panel Settings page, click Create a new custom template or Edit this template, depending on what you want to do.

    The Microsoft Office InfoPath 2007 client application launches, and displays the Data Source Wizard.

  3. In Microsoft Office InfoPath 2007, click Finish on the Data Source Wizard dialog box.

    Microsoft Office InfoPath 2007 loads the appropriate form template:

    • If you are creating a new custom form, Microsoft Office InfoPath 2007 loads an auto-generated document information panel, based on the content type schema.

    • If you are editing an existing custom form, Microsoft Office InfoPath 2007 loads that form.

  4. Edit the form as you want. Save the form when you are finished.

    Note

    Because the custom form is based on the content type schema, you cannot edit the form schema, as you can with typical Microsoft Office InfoPath 2007 forms that are not based on an existing schema. To change the custom document information form schema, you must change the content type schema itself in Windows SharePoint Services.

  5. Publish the template. You can choose to publish the template directly to the content type, or to another location. Exit Microsoft Office InfoPath 2007 when you have published the form to the desired location.

  6. The SharePoint Server 2007 user interface should display the Content Type**: Creating Custom Template** page. Click Go back to the settings page for <Content Type>.

  7. Verify that Use existing custom template (URL, UNC, or URN) contains a path to the location of the form you just published. Click OK.

    If you edit the form after you have published it, you can save the form back to the published location. You do not have to republish the form.

See Also

Tasks

How to: Create a Custom Document Information Panel from InfoPath
How to: Update a Document Information Panel for Content Type Changes

Concepts

Document Information Panel Overview
Custom Document Information Panels