Please Note: This article is written for users of the following Microsoft Word versions: 2007 and 2010. 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: Copying Custom Properties.

Copying Custom Properties

by Allen Wyatt
(last updated April 2, 2013)

8

Custom document properties are a great way to store unique information that is associated with a document. For instance, you may have a company-assigned document number that needs to be stored with a document. A custom property fits the bill quite nicely for this purpose.

As you add custom properties to a document, you may start wondering if there is an easy way to copy them from one document to another. Unfortunately, there is no way to do this. (In my estimation, this capability would make a fine addition to the Organizer.) You can, however, create a macro that will do the copying for you. The following macro will do just that:

Sub CopyDocProps()
    Dim dp() As DocumentProperty
    Dim CustomPropCount As Integer
    Dim i As Integer
    Dim intResponse As Integer

    If Windows.Count > 2 Then
        MsgBox "There are more than two windows. Please " & _
          "close the others and re-run the macro.", , _
          "Too many windows"
        Exit Sub
    End If

    On Error GoTo Err_Handler

    intResponse = MsgBox("Are you currently in the source document?", _
      vbYesNoCancel, "Copy Custom Properties")

    If intResponse = vbNo Then Application.Run MacroName:="NextWindow"

    CustomPropCount = ActiveDocument.CustomDocumentProperties.Count
    ReDim dp(1 To CustomPropCount)

    For i = 1 To CustomPropCount
        Set dp(i) = ActiveDocument.CustomDocumentProperties(i)
    Next i

    Application.Run MacroName:="NextWindow"

    For i = 1 To CustomPropCount
        If dp(i).LinkToContent = True Then
            ActiveDocument.CustomDocumentProperties.Add _
              Name:=dp(i).Name, _
              LinkToContent:=True, _
              Value:=dp(i).Value, _
              Type:=dp(i).Type, _
              LinkSource:=dp(i).LinkSource
        Else
            ActiveDocument.CustomDocumentProperties.Add _
              Name:=dp(i).Name, _
              LinkToContent:=False, _
              Value:=dp(i).Value, _
              Type:=dp(i).Type
        End If
    Next i

    MsgBox "The properties have been copied."
    Exit Sub

Err_Handler:
    ' if Word raises an error, then allow the user
    ' to update the custom document property
    
    intResponse = MsgBox("The custom document property (" & _
      dp(i).Name & ") already exists." & vbCrLf & vbCrLf & _
      "Do you want to update the value?", vbYesNoCancel, _
      "Copy Custom Properties")

    Select Case Response
        Case vbCancel
            End
        Case vbYes
            ActiveDocument.CustomDocumentProperties(dp(i).Name).Value _
              = dp(i).Value
            Resume Next
        Case vbNo
            Resume Next
    End Select
End Sub

This code is an example of how to copy custom properties, but it is not bulletproof. For instance, it does not check to see if there are actually any custom properties in the source document; it just assumes that there are. Such coding could be easily added, however.

In order to use the macro, make sure that you have only the source and target documents open, and you should only have one window open per document. When the macro is finished, you will need to save the target document.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (11671) applies to Microsoft Word 2007 and 2010. You can find a version of this tip for the older menu interface of Word here: Copying Custom Properties.

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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Comments

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What is eight minus 2?

2017-02-17 11:49:50

Brian V

Never mind.
Ian McK 15 Oct 2015, 11:39 - this tip does fix the issue.

It would be useful if the post can be edited with the fix and then most of the comments could be deleted.


2017-02-17 11:23:58

Brian V

I'm having the same issue as "Ryan Z 15 Apr 2013, 16:29" When it encounters a duplicate value and pops up the dialog box asking to copy it and continue it just seems to stop and doesn't copy anymore. Aside from that minor issue it works great


2016-04-22 08:53:16

Malte S

Thanks a lot!

Thanks to Ian McK too for his hint to the typo!


2015-10-15 11:39:25

Ian McK

There's a typo in the script.

Select Case Response

Should be:

Select Case intResponse

Without that it will just error every time.


2014-10-15 04:47:15

Mads U

I have the exact same problem as
Ryan Z.

Any solution as to how to get the macro to continue to "next i" instead of just exiting?


2014-07-07 08:33:12

Henk

Good afternoon,

Copying in source document... copy to clipboard? Copy to XML file?

How do I paste it to the target file?


Best regards, Henk


2014-03-31 11:52:17

AndreA


It is working also in Word 2011 for Mac Os X.

Thanks a lot.


2013-04-15 16:29:38

Ryan Z

Hi, this is exactly what I'm trying to do. However, it didn't work for me; once it hit the Error Handler function due to a duplicative property name (same name in host and target docs), the macro stopped and did not copy the value over regardless of whether or not I clicked "Yes" or "No" on the "Do you want to update the value?" prompt. I would appreciate it if you could double-check this code and see if it needs to be tweaked (sorry, I'm a bit of a novice myself). Thank you.


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