Video – Add, edit, insert document properties in Word easier than ever

Duration: 3:50

DocTools DocPropertyManager lets you manage and repeat data in Word fast and easy with custom document properties and DocProperty fields.

Watch the video above to learn how DocTools DocPropertyManager lets you add, edit, and insert document properties in Word easier than ever. The video also shows how you can use other features in DocTools DocPropertyManager such as import/export custom document properties between documents.

Transcript of the video

Below, you will find the video captions, incl. time information.

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DocTools DocPropertyManager - How it Works

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Text with DocProperty fields - toggle field codes to see details. TIP: field shading is visible on the screen but not in print.

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Field code tells Word to show the value of the custom document property named "Client Name".

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Select DocTools tab > Properties & DocProperty Fields to open control center.

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The dialog box shows list of properties and buttons to manage properties and DocProperty fields.

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Select a property in the list and click Modify to modify its value.

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All DocProperty fields using that property are automatically updated to show the new value.

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Add as many custom document properties you want - and insert as many DocProperty fields you want.

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You can double-click a name in the list to insert a DocProperty field.

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You can apply formatting to custom document properties.

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Any new or existing DocProperty field using that property will be applied the formatting.

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Format info is shown in dialog box.

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Use the Filter options to quickly find a specific property.

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Use the Filter options to quickly find a specific property.

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Click Show All to show the full list again.

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If properties are missing, DocProperty fields show errors when updated.

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This may happen, for example, if you copy text to another document.

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Select DocTools tab > Add Missing Properties...

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...and the missing properties are added. Modify the values as needed.

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You can import and export custom document properties between documents.

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Let's try to import properties.

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Select import document and import settings.

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Information about the result is shown and the imported properties are added to the list.

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You can sort the list of properties alphabetically by name.

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You can select a property in the list and click Find Text and Replace with DocProperty Field...

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...and replace with DocProperty fields (or ignore).

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