Written by Allen Wyatt (last updated October 7, 2023)
This tip applies to Word 97, 2000, 2002, and 2003
You may have a lot of common information that needs to appear in many different documents. For instance, you may need your address, phone number, or similar information to appear in lots of different documents. The problem is that addresses, phone numbers, and other information can frequently change. Thus, if you want to change this common information in a bunch of files, you must resort to making tedious changes, or you must use a macro or third-party solution.
One way to potentially save time when including common information in a file is to store the common items in their own file and bookmark them. Then, in the main document files you can use the INCLUDETEXT field to refer to the bookmarked item. The field, when it is updated, automatically grabs the current values of the bookmarked items and inserts them in the document. This approach allows you to update the address, phone number, or what-have-you in the single file, and have the change propagate through your other documents.
WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (3791) applies to Microsoft Word 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Word (Word 2007 and later) here: Making Common Information Accessible.
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2023-10-09 09:52:05
Paul Hanson
For anyone reading this tip, I want to add my endorsement for using the INCLUDETEXT field. My main project is Disaster Recovery Documentation and I have 2339 Word files for the SMEs to complete. I store standard headings in a central file and within the 2339 Word files, I have used the INCLUDETEXT field to locate the standard heading in that central file.
I also have two macros that I use frequently. The first macro sets the Title and Subject fields to the Word file name and the second macro refreshes all fields within all Word files in a folder. It's pretty awesome!
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