(Dansk version)

Overview

Whenever you want to insert information from Document Properties, you need to insert 'DocProperty' field codes (in Word) or define 'named ranges' formulas (in Excel).

These fields and formulas are used as placeholders for data that might change in your documents.

Using DocProperty field codes (in Word)

To retrieve the values from Document Properties fields, follow the next steps:

1. Position the insertion point within your document where you want to insert the value of the system or custom property.

2. Click the Insert tab and under the section text select Quick Parts → Field...

   

3. The Field Windows is shown.

4. In the list of Categories, choose Document Information.

   

5. In the list of Field Names, choose DocProperty.

6. In the Property list, choose the target property, which is mapped to the database field, created by using MS Office Profile (See How To create office profiles).

7. Click on OK to close the dialog box. Word inserts the value of the specified property in your document.

   • Use the shortcut key Alt+F9 to toggle the display of field codes for inserted values in Word.

<aside> ⚠️ Please note:

• If you wish to set up the field code references in a document that is not uploaded to DocuNote yet, you cannot use the above mentioned method, but have to type the field code by hand by pressing Ctrl-F9 and typing in the correct syntax.

  • Your code string should look similar to the following one: {DOCPROPERTY PropertyName \* MERGEFORMAT}, where PropertyName is name of the property the value of which you are going to retrieve.

  • Tip:

    You can copy the PropertyName from the office profile

    

</aside>

Using Range Name formulas (in Excel merge)

Much like you would create data markers in your Word documents, you can do the same thing using range name feature in Excel worksheet. Excel allows you to apply a name to an individual cell or a group of cells.