Adding Custom Properties to Documents

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.

1. Create a variable named Project ID.
2. Click New Attribute.
3. Under Selected attribute:
   1. For Block name, select CustomProperty.
   2. For Attribute name, type Project ID.
   3. Type the file extensions to use the variable mapping, separated by commas.
4. Click OK.
5. Double-click Cards.
6. In the Card Editor, open the Office Card file data card.
7. Add an edit box and select the new Project ID variable as the Variable name.
8. Save the card and close the Card Editor.
9. Create a new Microsoft Word document in the vault, and enter information in the Project ID text box.
10. Open the document, and click File > Properties.

    On the Custom tab, the Properties list shows the new Project ID property.

11. To use the document property information in the document body or header, insert a field linked to the property value:
    1. Place the cursor where you want to show the value and select Insert > Field .
    2. 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