Can you explain how you did this:

"(NOTE: the MS Word doc is already configured to have the metadata field token values where I need them to be displayed)"

Thanks

Hi Nathan,

As far as I know this isn't possible and has to be a manual process. The assign metadata option you are seeing in WF will only update the LF metadata, not the token input inside the word document. For this you will need to click the update button as you mentioned.

I'm not even sure this could be scripted as your are technically interacting with MS Office and that is pretty locked down when it comes to integration.

My only suggestion at this point would be to raise this as a feature request.

Cheers!

I agree with Nathan.

We created a workflow that takes a copy of a Word template (a cover letter), assigns meta-data to the copy, renames it and move it to a new folder.  It would be great if the fields could be automatically populated. 

In our use case, however, the Word document requires a review before sending anyway, so it is a simple matter to include the "refresh" task as a manual process.

I love this feature, and I appreciate that the number of tokens that can be used was substantially expanded in the most recently release.  Thank you!