How To Add Company Property Control In Word 2016

This folio terminal revised: 06 Apr 2022 23:21:29 -0400 .

Introduction:

This page is primarily about how to echo data in a certificate using mapped content controls. This can exist relatively like shooting fish in a barrel, or somewhat complex. This page is not comprehensive. It is based on things I learned from Greg Maxey'southward pages. I wrote it because I frequently answer questions on how to type information in i location in a document and take it show up in other places as well.

Without Content Controls: If information technology is something that y'all want to take in a header or footer to reflect the content of the page or section, you should employ a StyleRef Field. For repeating in the trunk of the document, if y'all are using Word versions predating Give-and-take 2007, you should use bookmarks and REF fields. In Word 2007 and later, though, I prefer Content Controls. For more ideas, run into Greg Maxey's folio on Repeating Information (Populating Multiple Like Fields).

Macintosh Versions 2011 - 2021 (365) have a limited ability to apply Content Controls, just not to create or modify them.

If you are going to repeat information in multiple documents, you should look at Automated Average Using Microsoft Word and Mail Merge.

In that location are at to the lowest degree 2 ways to repeat information in a certificate using Content Controls. The easiest is to use the Certificate Belongings Content Controls built into Word. This works for up to fifteen dissever items of plain text. The second is with Mapped Content Controls. (The document holding content controls are really congenital-in mapped content controls.)

Custom Mapped Content Controls are more flexible and in that location is no practical limit on the number y'all can employ. In addition, the document properties content controls may only be useful for text while other kinds of mapped content controls can take other kinds of data.

Document Property Content Controls

You can insert Document Property Content Controls using Insert > Quick Parts > Text > Certificate Belongings. Here the aforementioned controls are shown in Word 2010 and 2019. The Ribbon tab looks a scrap unlike merely these Document Property Content Controls are on the Insert Tab under Quick Parts.

There are 15 choices, some of which stand for to the summary document properties. Here, though, we are not using them for that. Nosotros are using them to repeat data. Fourteen are plain-text controls and the Publish Date command is a Date-Picker control.

I recommend using Abstract, Publish Date, and Condition first. Hither is an example:

This does not seem very useful until you see that you can modify these by using the Developer Tab and choosing Properties. That volition let you change the tab at the meridian from "Abstract" to whatever you want, i.e., "First Political party Name".

And so yous tin use Programmer Style to change the placeholder text.

Think to click out of Developer Mode when you are done. Once y'all have these text changes fabricated, you can replicate the information throughout your document by using the same document property controls. If you insert them directly equally you did the get-go fourth dimension, they will take their original titles. However, if you instead copy and paste, yous will get your new titles. When information is changed in ane location, information technology changes throughout the document in the same document property content controls.

Here is the same matter with the fields filled in. When you lot tab out of a content command later on editing it, the same command changes throughout the document.

Everything I know about doing this came from this folio by Greg Maxey in Method 5. Repeating Data (Populating Multiple Like Fields) There are numerous means of repeating data in a Give-and-take context. This is only one of them. I urge you to review Greg's page for more data.

Once you have modified these Document Property Content Controls for ane document, it is possible to save them for utilise in another past saving them as Edifice Blocks.

The Document Belongings Content Controls are a special case of what are chosen Mapped Content Controls. They are a special instance because they come already mapped in Discussion. They are the equivalent of evidently text content controls except the Publish Date which is a Date Picker Command. If yous want the features of a different kind of Content Control, yous volition have to map information technology to the document's XML directly. See this Microsoft Answers thread on these content controls not picking up formatting changes because they are plain-text.

The higher up data on Document Property Content Controls is an exploration/expansion of Idea #7 in Repeating Data (Populating Multiple Like Fields) by Greg Maxey.

Here is a sample document showing a repurposed Publication Date Document Property Content Control used in a Calculated Engagement field from Paul Edstein's appointment calculation tutorial.

It is possible to add backdrop (and related mapped content controls) to this list. Information technology is non easy. I explore this after in this page.

Saving Modified Document Belongings Content Controls as Building Blocks / AutoText

You cannot save and use whatever content controls as AutoText. Period. (As of Word 2021 what y'all get is text when you use the AutoText, not a content control.)

If you lot salve mapped controls that are non Certificate Property Content Controls in building blocks (other than AutoText) they will office as content controls only do not retain their mapping.

You lot can salve altered Document Belongings Content Controls in Building Blocks as Edifice Blocks other than AutoText. These will human activity as mapped when inserted.

For example, if you add a modified certificate property content control and salvage that as a edifice block (not AutoText) then it will go along your modifications but notwithstanding function as a mapped control in a new document. I recommend using Building Blocks that do not assume a item position (i.east. not a Cover Page, Header, or Footer). I tested with an Equation Edifice Cake and a Page Number Building Cake (without position).

These altered document property content controls in the new document remain mapped to that node in the new document.

Annotation that if the Content Control was the beginning affair on the page, information technology seemed that information technology did not work to create the Building Cake. This may have been a problem with the entire Building Block not being office of the choice.

It is possible to accept multiple Content Controls included in a unmarried Building Cake. So, if you lot have a set of modified certificate holding content controls that you would like to be able to reuse, you could save them in a single edifice cake to be able to insert into a new document.

Many of the Cover Folio Building Blocks and some of the other edifice blocks use Document Holding Content Controls.

Macintosh Versions 2011 and later

Caveat, I have not used either of these Give-and-take versions. This information comes from John Korchok, an experienced Mac Word user.

Information technology is my understanding that while none of these has the ability to insert content controls, mapped or otherwise, that nearly will work in these versions. They have to be created using a Windows version, though. The Date Picker Content Command does not work on a Mac.

I have compiled a .dotx template containing the document property content controls that piece of work in these Mac versions. Again, you lot can't edit any names but they can exist copied and pasted into documents on a Mac and volition work as mapped content controls inside the new documents. For full role, be sure to download the template to your computer rather than creating a new certificate. Dotx containing Content Controls for utilise on a Mac. Version 18.04

Hither is a .dotx template that has them saved equally individual AutoText entries. Document Belongings Content Controls AutoText. Version 18.01.

I recommend, instead, creating templates in a Windows environments where these can be edited as described higher up. However, I expect these samples volition be of utilise to some users who do not have access to Word in a Windows environment.

The Mac versions practice use the built-in document properties discussed beneath. I believe they can exist reached by using File > Properties from the Bill of fare bar simply may not be the mapped content controls but rather Document Belongings Fields.

John gives information on his website on how to create Content Controls using vba on the Mac.

Tin can the Quick Parts list of Document Property Content Controls be Modified or Expanded?

Yes, but not easily, at least for me. I'm not sure yet how to do this. Greg Maxey is exploring this in a Discussion Answers question: Help with XML Schema. While it is non simple, hither is a resulting menu. "Client Age" "Client SSN", and "Typist (Initials Only)" are additions that human action like the other items built into the list.

Both the SSN and Typist are subject to validation. See the Answers thread for how.

See also Greg Maxey's Enhanced Document Backdrop Add together-In. It gives something similar. It adds a menu for extra certificate holding mapped content controls when it is loaded. Those persist in a document or template equally mapped content controls so when inserted in a certificate or template they retain their special duplication feature.

Come across my question on the Microsoft Answers site: XML location of Document Properties in Quick Parts list

Here are screenshots from the certificate involved at that place. All of the custom items in the properties list act as mapped content controls! They are not all actually "document properties." They will not show up if y'all use a DocProperty field.

In that location are more! These tin be added through SharePoint. I practise not know more at this time. As I figure this out (if I always do) I will post data hither.

More on built-in certificate properties (nix to do with repeating data)

Microsoft Word has a number of built-in document properties and too allows custom document properties. You can see these in Word 2007-2010 under File (Office Button) > Properties > Advanced.

The kickoff option adds a certificate backdrop panel to your document screen (which does not print).

The second gives yous the Advanced Backdrop dialog. These properties show upwards on the Summary tab.

Most of the Document Holding Content Controls are reflected in the built-in properties shown in this dialog. For those properties, changing them in a Content Control or in the dialog changes them everywhere. You tin also utilise DocProperty fields to reflect any of the congenital-in or custom backdrop. Some of the Content Controls nether Quick Parts > Document Properties are not really document properties, though.

Word for Windows Versions 2013 and later have removed the controls for these from the user interface. You tin add them dorsum to the QAT and to the Ribbon. The Advanced Backdrop dialog tin be added to the QAT.

The Properties Panel can exist added to the Ribbon.

Word versions 2003 and before do not use Content Controls. They exercise use Certificate Properties, though. They tin be accessed through File > Properties. This gives the user the Avant-garde Backdrop dialog.

All of the document properties in the Advanced Properties dialog, including Custom properties, tin can be accessed in a document using the Certificate Holding (DocProperty) field. Custom document properties are non reflected in the Document Property Content Controls even if they are given the same name.