Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, and 2013. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: Using Document Properties to Ensure Consistent References.

Using Document Properties to Ensure Consistent References

by Allen Wyatt
(last updated March 16, 2013)

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There are many times when you are putting together a document that you need to make sure that certain references are consistent. For instance, you may need to refer to a particular person's name or a company name, and it is imperative that the references be precise and accurate throughout the document.

There are several ways you can handle this situation using Word. One rather unique way is through the use of document properties. You probably already know that Word maintains a series of properties for your documents. These properties include things such as the size of the document, the last time it was updated, and the like. You can also define custom properties that act like variables for your document. To define a custom property, follow these steps if you are using Word 2010 or Word 2013:

  1. Click the File tab of the ribbon and make sure that Info is selected at the left side of the screen.
  2. Click the Properties drop-down list and choose Advanced Properties. Word displays the Properties dialog box for the document.
  3. Make sure the Custom tab is displayed. (See Figure 1.)
  4. Figure 1. The Custom tab of the Properties dialog box.

  5. In the Name field, specify the name you want associated with this property. This is the name you will later use to reference the property in your document.
  6. Using the Type drop-down list, pick the type of property you are creating.
  7. In the Value field, specify the value of the property.
  8. Click on the Add button. The new property appears in the list of properties in the dialog box.
  9. Click OK.
  10. Close the Document Information Panel.

If you are using Word 2007 the steps are a bit different:

  1. Click the Office button and then click Prepare and, finally, Properties. Word displays the Document Information Panel at the top of your document, just below the ribbon.
  2. Use the Document Properties drop-down list (top-left corner of the Document Information Panel) to choose Advanced Properties. Word displays the Properties dialog box for the document.
  3. Make sure the Custom tab is displayed.
  4. In the Name field, specify the name you want associated with this property. This is the name you will later use to reference the property in your document.
  5. Using the Type drop-down list, pick the type of property you are creating.
  6. In the Value field, specify the value of the property.
  7. Click on the Add button. The new property appears in the list of properties in the dialog box.
  8. Click OK.
  9. Close the Document Information Panel.

Regardless of the version of Word you are using, you are now ready to use the new document property within your document. You do so in this manner:

  1. Position the cursor at the point where you want your reference to appear.
  2. Insert a field by pressing Ctrl+F9.
  3. Within the field, type DOCPROPERTY [name], where [name] is the name of the document property you previously defined.
  4. Repeat steps 1 through 3 for each occurrence of the value or text.

When you display the field results, Word fetches the contents of your custom document property and displays it in place of the field. If you change the value assigned to the document property and then update the fields in the document, all instances of the reference are updated.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (7539) applies to Microsoft Word 2007, 2010, and 2013. You can find a version of this tip for the older menu interface of Word here: Using Document Properties to Ensure Consistent References.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He  is president of Sharon Parq Associates, a computer and publishing services company. ...

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What is 6 - 0?

2015-10-02 18:13:19

Karin

Unfortunately this does not work for me (using Word 2013). I created a custom property as outlined above with Title "Your Company" and value "SDI". Then in the document I press Ctrl+F9 which creates the field and I type DOCPROPERTY Your Company - looks like this { DOCPROPERTY Your Company } - and then toggle with Alt+F9, the field is blank. It does not show a field shading either, like it does when inserting a built-in property via INSERT, Quick Parts, Fields. The custom property also is not in this field name list. How can I solve this?


2013-04-05 04:36:42

kirsty

What happens if you cannot see the properties option in the info tab on Office 2010?
It is accessible in excel on the install but for some reason there is nothing on the rhs of the ribbon in Word.

Thanks for any light you can shed on this?


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