Friday, June 28, 2013

SharePoint 2013 – How to Embed a Word document in your Site Page

Office 2013 and SharePoint 2013 makes a powerful combination. As you might know by now that the new SharePoint 2013 has something called News Feed. A Feed to share like Yammer. You can share thoughts, links, and even doucments which you can see as embeded in the feed itself.
So how do create this embed effect on one of the custom pages? Lets look at the steps
1. Open the Office 2013 create a new word doc.

2. Click on File -> Share.

3. Once you click on share you will be presented with a screen that has a Embed Code. Adjust the height and width of the frame and then Copy the Embed code.

4. Once done save and close the word document. Next we will add this to a SharePoint page to complete our task.
5. Navigate to your SharePoint 2013 site and click on a little settings arrow and then “New Page”.

Add a page Name and then click Create.

Once create you should have something like below

6. Next to embed the code click on “Format Text” tab and the “Edit Source”

7. Paste the code that you copied earlier in the source box and click Ok.

8. click on “Save and Publish” to see the final out-put.

Finally you can also view and copy the embed code, print to PDF or download document and right from your document with document options.

Display sharepoint version in word documents for Content types

I had a requirement where I needed some metadata fields like Version in the word document of a specific content type. Following this article from Microsoft i was able to add the properties(or columns) and also my Version property(following steps below) in my document template but the questions was how would i do that for a content type? Since the content type is created at the Site level and when the template is applied to it, it is not associated with any of the libraries.
Well not straight forward but a workaround solved my issue. I modified the template ( keeping No to using content types for the library) and added all my custom properties into it. Also, added the version using the below steps -
Go to the document library where you plan to store your version-controlled documents.
Click on Settings > Document Library Settings
Click on “Versioning settings” and make sure that you’re either having it “create major versions” or “create major and minor (draft) versions”.
Click OK.
Click on “Information management policy settings”
Select “Define a policy…” and click OK.
Check the “Enable Labels” box, but don’t check either of the other two boxes in that section.
Type {_UIVersionString} into the “Label format” box.
Click on the “Refresh” button to see a preview of your version label. It will say something like {_UIVersionString}
Click OK.
After this copied the template from the explorer view to my local desktop. Next, created a new content type and in
Content type properties -> Advanced Settings ( in SharePoint 2010) -> “Upload a new document template”. Browse the template saved earlier and click ok.
Next, in document library click add your new content type and you will have all the columns and document properties like version in your content type.

SharePoint 2013 document libraries – Drag Drop, Download, Preview, Print, Share and more..

Document libraries in in SharePoint 2013 are just awesome. A new look, Drag Drop feature, ability to preview,download and even print is available.
I will discuss all these cool features in this post -
1. Drag and Drop - Microsoft has done an incredible job by adding this feature to its highly popular document libraries. On any document library you can simple Drag and Drop the document and it will be upload with a quick progress bar. Here is how this feature works
Simply select a document from local and drag it towards the document library. The window will change to “Drag here”


Once you’re done dragging you would see the upload progress bar as in the below screen -








Once done acknowledgement is displayed


Next Lets Look at the Preview Feature, Print and download features.
2. Preview Feature - In your document library click on the “…” next to your document. This will open up a preview window with a bunch of options beneath it.


3. Print and Download - Click on the little stack icon in preview pane to go to the options “download a copy”, Print to pdf and to get the file’s embed code. You can use this embed code to embed documents on any SharePoint page or in News feeds.

Word to PDF Conversion in SharePoint 2013 (via Print to PDF)

As you might know that in SharePoint 2013 PDF’s are supported Out-of-box and Yes without installing any PDF Filters.Besides being able to Search and Open PDF’s another functionality that I like the most is the Out-of-box Word to PDF Conversion. but this definitely needs elaboration.

Lets look at how you can do this.
In the document library if you click on “…” (a.k.a the call up menu) and you would see the document preview or what they a Hover Panel. In the Hover panel click on little stack icon in preview pane to go to the options “Download a copy”, “Print to pdf” and “Embed Information” (to get the file’s embed code). All three options a very useful for end users.

With “Download a copy” end users can download a copy of this document to their local. With “Embed Information” they can get the embed code for this document and then paste it in a Script editor to embed this documents in a SharePoint page. ”Print to pdf” however solves two purposes Converting your Word doc to PDF and letting you Print the PDF that right from the document library.
So here is what happens when I click on “Print to PDF”.
First the Office Web Apps initiates and the Word Web App starts the conversion

Within few minutes you would see a link with your PDF ready to Open.

When you Click on the link, it downloads the PDF to a Word View beta address (something like https://word-view.beta.officeapps.live.com..) and presents you with an Option to Print it.

Here you can either Print the PDF or Cancel this popup to open your PDF. For me it was downloaded to my local’s Downloads folder.

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