Word Change Document Number

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Eunice Beady

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Aug 3, 2024, 10:25:16 AM8/3/24

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Standard properties - By default, Microsoft 365 documents are associated with a set of standard properties, such as author, title, and subject. You can specify your own text values for these properties to make it easier to organize and identify your documents. For example, in Word, you can use the Keywords property (also called Tags) to add the keyword "customers" to your sales documents. You can then search for all sales documents with that keyword.

Automatically updated properties - These properties include both file system properties (for example, file size or the dates when a file was created or last changed) and statistics that are maintained for you by Microsoft 365 programs (for example, the number of words or characters in a document). You cannot specify or change the automatically updated properties.

Custom properties - You can define additional custom properties for your Microsoft 365 documents. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own.

Document library properties - These are properties that are associated with documents in a document library on a website or in a public folder. When you create a new document library, you can define one or more document library properties and set rules on their values. When you add documents to the document library, you are prompted to include the values for any properties that are required, or to update any properties that are incorrect. For example, a document library that collects product ideas can prompt the person for properties such as Submitted By, Date, Category, and Description. When you open a document from a document library in Word, Excel, or PowerPoint, you can edit and update these document library properties by clicking File > Info. All required properties from the document library are outlined with red borders on the Info tab in Word, Excel, and PowerPoint,.

To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Properties at the top of the page, and then click Advanced Properties.

To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Publication Properties at the top of the page, and then click Advanced Properties.

To open a properties dialog box where you can add or edit all the properties at once and view document information, click Properties at the top of the page, and then click Advanced Properties.

To add or change properties, hover your pointer over the property you want to update and enter the information. Note that for some metadata, such as Author, you'll have to right-click on the property and choose Remove or Edit.

Custom properties are properties that you define for an Microsoft 365 document. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own.

In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don't match the property type are stored as text.

I am using Microsoft Word 365 on Windows 10. I have a document with 10 page sections. Each section has its own heading with a document number I am using. I have created an MS Word property for the document code.

When The document was all one section I only needed to update the document number in Word's Property list followed by pressing F9 while the cursor was in the heading. But now that I have 10 page sections, each with their own heading, I have to visit each first page of the sections and press F9 while in heading to update the document code property.

The simplest way to do this is to use one of the Document Property Content Controls found under Insert > Quick Parts > Document Property. This inserts a mapped Content Control in your document. You can copy that and the value will be the same in all copies in the document. If changed in one spot, it would appear elsewhere.

Headers and Footers, if you need the information about them are another topic. Here is a link to my recap of Header and Footer Settings. Headings are not headers in Word. My page: What is the difference between headers and headings. I am assuming we are talking about headers. (Both the mapped Content Control and the DocProperty Field would work in headings as well.)

You can reflect document content using the Mapped Document Property Content Control. You should also look at the StyleRef field. You may have far more sections than you need. You can change what appears in headers/footers using that field without a section break. The previous link is to my page. Here is the Microsoft reference page on this field.

For headings, the use of a Mapped Content Control is superior because you do not have to use the F9 key to update it. This is automatic. A change in the property itself or in one of the controls will change it in all.

If you are on a Mac, and want to use the mapped content controls, you are going to want to prepare your template on a Windows machine. Otherwise, you will need to code it using vba. Here are John Korchock's materials on this.

Word document properties store metadata about the file. Metadata is data about data. It describes and gives context to data. For instance, metadata can be the person who created the document and when, who last modified the document and so on. Word makes metadata available through document properties.

Word document properties are available for viewing, changing and creating from the backstage area. Click the File tab and choose Info from the left pane. To the right, look for a list of standard properties, as shown in Figure A.

If you need to change the value of the custom document property, access it through the backstage and change the value setting. To see the change, you must update the fields. To do so, press Ctrl + A to select everything in the document and then press F9. For better or worse, doing so updates all fields in the document, not just the Member custom field. If you want to update them individually, right-click each and choose Update Field.

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In this article, you will learn what a document property is and what a DocProperty field is. You will learn where to find the Advanced Properties in Word. The article explains how you can use the built-in functionality of Word to add or edit document properties and insert DocProperty fields, both via the general user interface and via macros (VBA).

The general information below about Microsoft Word document properties and DocProperty fields apply to both custom document properties and DocProperty fields you create using Word's built-in functionality and using the Word add-in DocTools DocPropertyManager.

It can be slow and tiresome to work with Word's built-in functionality when it comes to document properties. The DocTools DocPropertyManager Word add-in makes the work much easier and faster. Custom document properties and DocProperty fields created using DocTools DocPropertyManager will work as if they had been created using Word's built-in functionality. However, DocTools DocPropertyManager makes it possible to perform several tasks that are not possible via the built-in functionality.

In addition to the standard properties, you can add Word document properties yourself. Such properties are called custom document properties. Word documents do not contain any custom document properties by default. You can add as many custom document properties as you wish. Each custom document property must be assigned a name, a data type and a value. There are four data types: Text, Date, Number and Yes or No. For details about the types, see About the different data types of custom document properties below.

Document library properties are related to documents that are stored in a document library on a website or in a public folder, e.g. in relation to SharePoint. This article will not deal further with document library properties.

None of the Word document properties are visible in the document content unless you do something to insert their values into the content. This is true for both the standard and the custom document properties.

In e.g. File Explorer, you can see and search for documents with specific standard document property values. This article will concentrate on what you can use document properties for in the contents of Word documents.

For an illustration of what document properties and DocProperty fields can be used for, see this short video. The video shows the DocTools DocPropertyManager add-in in use. You can use document properties and DocProperty fields for the same purpose by using Word's own features. The difference is that the work is more cumbersome and takes longer.

Custom document properties and DocProperty fields also make it easy to create templates with flexible boilerplate text. This way, you can re-use text across documents. For example, this is useful in templates for proposals and agreements. It makes it fast and safe to update the contents with correct names and other values in the individual documents that are created. In the template, simply insert DocProperty fields as placeholders for the relevant data. Assign neutral, descriptive values to the custom document properties in the template. Then it is easy for the user to see which type of information each DocProperty holds. When a user creates a new document based on the template, he/she only needs to edit the values of the custom document properties and update fields.