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Copy Metadata

To copy metadata from an existing SharePoint item when saving to SharePoint:

  1. Save the file, document or email attachment to SharePoint and show the Save to SharePoint window
  2. Select a location in the navigation tree to save the document
  3. Select the 'Location Content' tab and find the document you would like to copy metadata from
  4. Right-click on the document and select 'Copy item in SharePoint'
    1. You will be asked if the existing metadata should be retained/used as default values in the Save to SharePoint window.  By selecting 'Yes', all values will be copied to the Save to SharePoint Window 
  5. Select 'Save'