Be able to set mandatory SharePoint properties/metadata when saving a Word document to a SharePoint document library
If you create a Word document and save it (from within Word) to a document library in SharePoint that has required columns, Word will first show a yellow warning in the notification bar, indicating that required properties need to be filled in before saving and then show the SharePoint properties on the right hand side of the document (the new Document Information Panel). No SharePoint properties are however shown in the form. If all the columns are optional, you will be able to fill them in by clicking on the "Properties" icon in the Ribbon's "View" tab.
By clicking on Word's "File" tab, the mandatory columns will however be able to be updated, but this requires quite a lot of clicks and is not very intuitive and user friendly.
Solved this one for a large content library using folders for manage access groups by setting default metadata at the folder level - but I shouldn't have had to do that if the capture process for mandatory metadata worked properly at the time the document is uploaded
I am wondering if anyone at Microsoft tests their software. SharePoint online is awful in so many ways - how do you get away with it I don't know. I would be very happy to act as a consultant to fix it...
Metadata is a cornerstone of SharePoint. If a column in a library is made mandatory and I open a Word document (desktop mode) I do see the 'Required Properties' banner at the top of the app but when I click on the Edit Properties I see: "No SharePoint Properties found". Like, really? Please allow a global setting to remove the information panel or fix this very fundamental functionality - it is really annoying.
Simon Rawson commented
The SharePoint Properties opens automatically if the Content Type setting Always show document properties on open and initial save for this content type, is checked. I'd be happy enough if this worked and properties could be consistently displayed. All too frequently I get the No SharePoint properties found, error in Word etc, even when you can see the properties from the File->Info properties panel (which is unusable).
Some equivalent should apply for the browser version as well.
For me personally, I think there should be a simple dialog window that pops up when you first save/upload a doc to your library, prompting the user to input metadata. We find it hard getting staff into the habit of using metadata simply because they don't easily see where to find it or it's more fiddly than it needs to be.
Very annoying bug