Documents saved via Word OPM add-in losing information added after save action
When users save a document to SharePoint using the Word OPM add-in any information they add to the document before they use the Save to SharePoint button is saved, but anything added afterwards is not.
Scenario: I open a Word template from an external website. I add some paragraphs of text, and then click Save to SharePoint. I save correctly choosing the location by saving to a Drop Off Library and add metadata that will route the document to the correct library and document set. I then keep adding text to the document. When I am finished I press close and am required to save and asked if I want to check-in my changes. I check in changes. When I next come to open the document the text I added after the save is missing.
End outcome required: Users need to be able to save a document from an external source into the SharePoint library and continue working on it without closing and reopening, and be assured that the changes they make will be saved.
Check-out/In IS turned on in the document libraries
Check-out/In is NOT turned on in the Drop Off Library library (but I have tested with this turned on and received the same result).
Documents are saved to document sets inside document libraries
Documents are saved via the OnePlaceMail add-in in Word, either through saved folder or through Drop Off Library.
Once the document is saved a check out option appears in the Word add-in panel, however choosing this before adding more text doesn't make any difference.
Is there something wrong with the process we are using? Ithis is a known issue, or is there a known resolution for this?
Nadine McMahon
shared this idea
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Nadine McMahon
commented
Hi Ilia
Thank you for taking the time to look at the issue with me, & for helping us identify the cause of the issue.
Thank you!
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Ilia Zhukov
commented
Hi Nadine,
thank you for your time during the screen-sharing session.
As we found out the root cause of the issue is in the drop off library, not in OnePlaceMail, as the issue could be reproduced without using OnePlaceMail.
Please update this topic if you have any questions. Thank you.
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Nadine McMahon
commented
Hi Ilia
1) SP 2010, Office 2010, OPM v6.3
2) Yes, the file is moved correctly, and it is when opening it in the correct destination that can you that see not all the information has been saved.
3) Yes, same issue when using new Word document, not a template.
Have also noticed today that if I save using a saved folder in OPM then I am correctly required to Check-out before making any modifications, as I guess it is known that Check-out is required at the destination. But as mentioned previously even when I turned Check-out on in the Drop Off library this didn't make things work correctly.
Happy for you to take a look, will email you separately.
Thanks!
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Ilia Zhukov
commented
Hi Nadine,
thank you for reporting this issue.
Could you please provide additional information about it:
1) SharePoint, Office, OnePlaceMail versions?
2) When file is uploaded to the Drop Off library by the "Save to SharePoint" OnePlaceMail function is it correctly moved to the destination or remains in the Drop Off library?
3) Can you reproduce the issue with a new Word document (not a template from an external source)?
Would it be comfortable for you to join screen-sharing session and a phone call to investigate this issue faster? If so, please feel free to email me your contact details and I'll send you an invitation. ilia (аt) scinaptic.com
Hope to hear form you soon. Thank you.