Update Doclib File Properties

Updates metadata properties on all documents in a document library. Accepts either an Excel file (one row per library) or a JSON file (single library).

Filename pattern:

• Excel: filename must contain UpdateDoclibFileProperties (case-insensitive).
  Example: 20240115 UpdateDoclibFileProperties sync.xlsx
• JSON: filename must contain UpdateDoclibFileProperties or AssignDefaultValuesInDocLib with a .json extension.
  Example: UpdateDoclibFileProperties.json

Excel format

Columns

Name	Required	Description
ClientCode	No	Client code used to identify the matter. Also included in the metadata properties passed to documents.
MatterCode	Conditional	Matter code used to resolve document libraries from the matter list. Required when Url is not provided.
Url	Conditional	Server-relative URL of the document library. Required when MatterCode is not provided.
Properties	No	All other columns (all columns except Url) are collected as metadata properties and applied to each document in the library.

Either MatterCode or Url must be provided.

Note: Only Url is excluded from the Properties collection. ClientCode and MatterCode are also passed as metadata properties.

JSON format

A flat JSON object. Fields:

Field	Required	Description
MatterCode	Conditional	Matter code used to resolve document libraries. Required when __DoclibUrl is not provided.
__DoclibUrl	Conditional	Direct server-relative URL of the document library. Required when MatterCode is not provided.
Any other field	No	Metadata property to update on documents.

Example:

{
  "MatterCode": "12345",
  "MatterStatus": "Closed"
}

Behavior

The handler resolves the target document library (from MatterCode or Url/__DoclibUrl) and updates the metadata on all documents using UpdateSystem (preserving the modified date and modified-by).

Related links

• Update Default Values handler — update matter list item and set column defaults
• Update File Properties handler — update metadata on individual documents by URL