Overview

Whenever you want to insert the indicated information that is currently entered in the Document Properties panel, 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 document.

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 select Quick Parts>Field... Word displays the Field dialog box.

1. In the list of Categories, choose Document Information.
2. In the list of Field Names, choose DocProperty.
3. In the Property list, choose the target property, which was mapped previously with database field using MS Office Profile.
4. Click on OK to close the dialog box. Word inserts the value of the specified property in your document.

<aside> 💡 Tips:

• You might need to set up the field code references in the document that is not uploaded to DocuNote yet.
• For example, you are planning to create the template with code placeholders outside of DocuNote first, and upload it to DocuNote later. Consequently, you cannot use Insert >Field method and 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.
• Moreover, there is handy option in MS Office Profile where you can copy the property name to the clipboard and then paste it in your code string. This can be done by right clicking on it and selecting Copy property name ****from the context menu. </aside>