By mapping variables to the custom property section of office files, you can have the information entered in the file data card show up within the document itself.
To add a custom property to a document:
- Create a variable named Project ID.
- Click New Attribute.
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Under Selected attribute:
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For Block name, select CustomProperty.
- For Attribute name, type Project ID.
- Type the file extensions to use the variable mapping, separated by commas.
- Click OK.
- Double-click Cards.
- In the Card Editor, open the Office Card file data card.
- Add an edit box and select the new Project ID variable as the Variable name.
- Save the card and close the Card Editor.
- Create a new Microsoft Word document in the vault, and enter information in the Project ID text box.
- Open the document, and click .
On the Custom tab, the Properties list shows the new Project ID property.
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To use the document property information in the document body or header, insert a field linked to the property value:
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Place the cursor where you want to show the value and select .
- Locate the DocProperty field and select the custom property called Project ID.
The value automatically shows up as a field in the document.
If you update the value in the file data card, you must refresh the page content in Word (
Ctrl+
A) to show the updated field information. Alternatively, you can create a refresh macro to automatically refresh the data. See
Adding a Refresh Macro