# Update File Properties
Updates metadata properties on existing documents in SharePoint document libraries by processing rows from an Excel file. Rows are grouped by matter or URL and processed in batches.
Filename pattern: filename must contain updatefileproperties (case-insensitive).
Example: 20240115 updatefileproperties metadata.xlsx
# Columns
| Name | Required | Description |
|---|---|---|
| MatterCode | Conditional | Matter code used to locate the document library. When provided, the handler resolves the matter's document library URL from the matter list. |
| ClientCode | No | Client code used together with MatterCode to look up the matter. |
| Url | Conditional | Direct URL used to locate the matter site or document library. Used when MatterCode is absent. |
| SourceFile / File | Conditional | Path or URL of the specific file to update within the resolved document library. When the matter has multiple document libraries, the first path segment identifies the library. |
| (any other column) | No | Treated as a metadata field name. The column name maps to the SharePoint field internal name and the cell value is written to that field on the target file. |
Either MatterCode or Url must be provided, or SourceFile must contain a resolvable URL.
# Behavior
Matter mode: Provide MatterCode (and optionally ClientCode). The handler looks up the matter in the matter list to find the document library URL. If the matter is not found, or if the matter has no document library URL, the row fails. Use SourceFile to identify the specific file within that library.
When the matter has a single document library, SourceFile is used as the file path within that library. When the matter has multiple document libraries, the first path segment of SourceFile identifies which library to use, and the remainder is the file path within that library.
URL mode: Provide Url (without MatterCode). The handler uses the URL directly to locate the site or library, then uses SourceFile to identify the specific file.
SourceFile-only mode: Provide only SourceFile without MatterCode or Url. The handler attempts to resolve the location directly from the SourceFile value as a URL.
All columns not listed above are collected as metadata properties and applied to the resolved file.
# Related links
- Doclib Set handler — configure document libraries and metadata columns
- Matter List handler — register matters used for site resolution
- Update Doclib File Properties handler — update metadata on all files in a library