Creating Custom /Replaceable fields in a template

It seems hard to believe that I cannot find a succinct answer to this, given I think it must be a fundamental capability of MS Word.  Here is the deal:

  • Trying to create a standard template (dotx) file in MS Word 2013
  • This is a boilerplate document, within which I want to be able to easily set up some sort of property field to replace various replaceable items within the document each time I create it.  For example, have a field in a contract document called "PARTY1" and another called "PARTY2".  This field may occur many times in the document.
  • When I create a document using this template, then I want to be able to replace the value of this field, one time, and see it now occur throughout the document, wherever I have used these fields.

I have tried using Insert > Quick Parts > Field.... but I am unable to (seeming) create a new fieldname (trying to create in Document Information) and have it stick.

Could someone give me the click by click steps?  I have posted this elsewhere, and folks say "Use Insert > Quickparts" but no more information than that.  

Thx in advance for any help or pointers....

PK

Answer
Answer

The userform method is the more elegant solution - however you might look at http://www.gmayor.com/Userform.htm  as a more elementary userform primer before moving on to Greg's page.

You can use it in conjunction with pre-positioned fields, bookmarks or content controls (which is probably the simpler approach); or you can insert the text directly into the document. The userform collects the data and the code associated with it translates the selections into values for insertion into the document.

Graham Mayor (Microsoft Word MVP 2002-2019)
For more Word tips and downloads visit my web site
https://www.gmayor.com/Word_pages.htm

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Last updated April 29, 2024 Views 3,999 Applies to: