sharepoint online modern document library make properties window pop up on upload

Uploading content to SharePoint, Teams, and OneDrive

Utilize harmon.ie to upload these to SharePoint, Teams, or OneDrive:

• Documents.
• Folders.
• Email messages.
• Outlook items: appointments, meetings, contacts, tasks, and posts.
• Outlook folders.

For more information virtually uploading email letters and Outlook folders, read Saving e-mail messages to SharePoint, Teams, and OneDrive.

Y'all can upload content using one of these methods:

• Drag and drib
• Upload icon

To drag and driblet items to SharePoint, Teams, or OneDrive:

1. Find the location to which you lot want to upload the documents.
2. Drag and drop document(south), folder(due south), email message(due south), or Outlook folder(s) from your computer, or from Outlook, to:
   • A SharePoint site, document library, or folder, to upload them to this location.
   • A SharePoint document, to replace it with the uploaded document.
   • A SharePoint list item, to upload equally item attachments.
   • A SharePoint group header, to upload and acquaintance the item with that group.
   • A Teams location or folder.
     Note: If you drag an particular to a Teams location without specifying the folder, it is saved in the Teams location'due south default folder.
   • A OneDrive folder.
3. Monitor the elevate and drop process.
4. If prompted, select a content type.
5. If the Properties window opens, fill in the required properties, so click Save.
6. If prompted, check in the document, to get in available to all users.

To upload items to SharePoint, Teams, or OneDrive using the Upload icon:

1. Detect the location to which you want to upload the documents.
2. Employ the Upload icon () in the toolbar and select the document(southward) and/or folder(southward) you want to upload. Click Open.
3. Monitor the upload process.
4. If prompted, select a content blazon.
5. If the Properties window opens, fill in the required properties, and so click Salvage.
6. If prompted, bank check in the certificate, to make it available to all users.

Notes and limitations:

• The upload process of folders is recursive: the contained items and sub-folders are uploaded.
• The drag-and-drop process of Substitution public folders may be extremely tedious since items are downloaded individually from the Exchange server, and bandwidth for public folders may exist limited by the server.
• Due to an Outlook limitation, it is not possible to upload folders that include characters which do not match your machine locale.

To monitor and stop the upload/drag and drop procedure:

When item(due south) are being uploaded, you can monitor the progress in the progress bar, which appears at the bottom of the harmon.ie sidebar. From hither you can see the proper name of the current item being uploaded and the status of the upload. To stop the electric current upload process, click the Cancel Functioning icon () in the progress bar.

To select a content type:

When uploading/dragging and dropping document(s) to a document library with multiple content types, by default, the document(south) receive the default content type. You can configure harmon.ie to prompt you to select a document content type. In this example, a listing of the available content types opens. Select the content type and click OK. The selected content blazon applies to all the uploaded/dragged and dropped items.

To gear up document properties:

In the post-obit cases uploaded/dragged and dropped documents are checked out (and not visible to other users) and the Properties window opens:

• If a document library is configured with required properties that do non accept a default value.
• If column validation is defined and the validation fails.
• If the Properties window was configured to be opened on every upload, to remind you to fill in the document properties, whether they are required or optional.

Edit the required properties and/or validate the values, and so click Save.

If you lot do non fill up in the required metadata, or when column validation is defined and the validation fails, yous are warned almost leaving the uploaded documents checked out and not available to other users:

• Click Yes to close the Properties window and leave the documents checked out and hidden from other users.
• Click No to render to the Properties window and fill in the required properties.
• Bank check Practise not warn me again, if you lot do not want to exist warned that properties are missing.
• You tin can configure whether you want harmon.ie to warn you when you lot do not make full in required properties.

Note: The Microsoft Office 2007-2013 file formats (.docx, .xlsx and .pptx) include metadata. When uploading an Part 2007-2013 certificate, the file's metadata is stored every bit SharePoint properties if the library has backdrop with the same names.

To check in uploaded/dragged and dropped documents:

When y'all upload/drag and drop documents to certificate libraries that require checking out documents before editing, the uploaded documents are automatically checked out. These documents are not visible to other SharePoint users until checked in. harmon.ie prompts you to bank check in the documents to brand them available to other users.

• Click Yes to check in all uploaded/dragged and dropped documents and make them available to other SharePoint users.
• Click No to exit the documents checked out and hidden from other users.
• Check Remember my choice, if you do non want to exist prompted to bank check in documents on upload/elevate and drib. Your answer is applied to time to come uploads/drags and drops, with documents always checked in automatically (if Yes was selected), or always left checked out (if No was selected).
• You can configure whether yous want harmon.ie to prompt you lot to check in documents.

Notes:

• The Cheque In setting is global for all SharePoint sites.
• This setting also applies to scenarios where documents would exist left checked out after editing document metadata.

To add new versions or replace existing documents:

You lot can replace existing certificate(due south) (when uploading/dragging and dropping to libraries with no versioning back up), or add together new versions to the document(south) (when uploading/dragging and dropping to libraries with versioning support) by uploading/dragging and dropping the document(s) to SharePoint again.

Yous can replace a document, or add a new version, fifty-fifty when the document name has changed.

To add new version(due south) or supervene upon certificate(s) with document(southward) with the same name(s):

• When uploading/dragging and dropping to a document library with versioning back up:
  1. Upload the document(due south) using the Upload icon () or using drag and drop to the library.
  2. A dialog prompts you to add a new version to the existing document:
     Check Add as a new version to existing certificate(s) to add the uploaded/dragged and dropped document(s) as new version(s) to the existing certificate(south). The contents of the new document(due south) are updated, while certificate metadata and history are preserved.
     Uncheck to rename the uploaded/dragged and dropped certificate(s). In this instance, a running count is appended to the document names (for example findingpeople.doc, findingpeople (2).medico, findingpeople (three).medico, etc).
  3. Click OK to continue or Abolish to cancel the upload/drag and drop operation.
     When uploading/dragging and dropping multiple documents: Click Skip to skip the upload/drag and drop of the electric current document that already exists in SharePoint. Check Apply to All to employ the selected action to all uploaded/dragged and dropped documents.
  - or -
  Right-click the document and select Add New Version, then browse to and select the certificate you desire to add.
• When uploading/dragging and dropping to a document library with no versioning support:
  1. Upload the document(southward) using the Upload icon () or using drag and drop to the library.
  2. A dialog prompts you to overwrite the existing document(s):
     Check Overwrite existing certificate(south) to replace the document(s) with new one(south).
     Uncheck to rename the new document(s). In this case, a running count is appended to the certificate names (for example findingpeople.doc, findingpeople (2).doc, findingpeople (three).doctor, etc).
  3. Click OK to continue or Canel to abolish the upload/elevate and driblet operation.
     When uploading/dragginga nd dropping multiple documents: Click Skip to skip the upload of the current certificate that already exists in SharePoint. Check Apply to All to apply the selected activeness to all uploaded/dragged and dropped documents.

Note: Metadata in documents for whatsoever of the Part 2007 formats (.docx, .xlsx and .pptx) overwrites existing SharePoint backdrop.

To add a new version or replace a certificate with a document with another name:

Use this method in this scenario: you uploaded/dragged and dropped a document to SharePoint and sent information technology to someone outside of your company for review. This person returns the revised document to you with some other proper name or with a newer Office extension (for example .docx instead of .doc). To supersede the original certificate and to preserve the original name, or to upgrade the document version:

• When uploading to a document library with versioning support:
  1. Drag the document onto the certificate you want to overwrite and hold for 2 seconds. A tooltip displays: Add as a new version to <document name>.
     
  2. Drop the document. The new document is renamed to the existing document name on which you dragged this document, and added as a new version of that document.
  - or -
  Right-click the document and select Add New Version, then browse to and select the document you lot want to add.
• When uploading to a document library with no versioning support:
  1. Elevate the certificate onto the document you want to overwrite and agree for ii seconds. A tooltip displays: Overwrite <document proper noun>.
  2. Driblet the document. You are asked if y'all want to overwrite the existing document. If you click OK, the new document is renamed to the existing document on which you dragged this document, and replaces that document.

Notes:

• You can supersede a document using this method, if both the existing and new documents have the aforementioned file type.
• The feature of replacing a document with a document of a newer Office format (for example .docx instead of .md) must be enabled by your ambassador.
• When upgrading the Part version, harmon.ie adds a comment to the document indicating the extension change.
• To restore a version to its old extension, follow the directions nether restoring an old version.

To upload to a grouped location:

When Group By is defined for a view, harmon.ie groups the SharePoint items by category.

When you lot drag-and-drop items onto the grouping header, the items are uploaded to the location and the header value is assigned to the belongings.

Example: To assign Classification to Classified, drag the item and drop it on the Classification : Classifed group header.

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Source: https://harmon.ie/documentation/sharepoint/outlook/uploading

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