SP list to Word (or Excel) document

Don't have a link handy, and there's probably a different/better way of doing it, but here's what I do. This is assuming you aren't using a custom content type. \n1. Create your empty form in Word. It should have all the places where you want users to enter data. Save it on your desktop or somewhere local. \n2. For the document library you intend to use the form for, make sure you enable Manage Content Types from the Library settings. \n3. Upload the form to the Document library. The library should already have the metadata associated with it. You can just save the document as anything. Don't worry about entering any metadata. \n4. After you upload the form you'll want to download a copy of that form locally. \n5. Open the form you just downloaded. \n6. Click on the File tab, you should see the metadata fields from SharePoint on the right hand side under the document properties pane. \n7. On the form, place your cursor in each area where you want data to be synced with a SharePoint column.

/r/sharepoint Thread