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How to set the advanced properties of a word document

Document properties, also known as metadata, are details about a file that describe or identify it. They include details such as title, author name, subject, and keywords that identify the document’s topic or contents.

If you include the document properties for your files, you can easily organize and identify them later. You can also search for documents based on their properties or insert them into your documents.

Learn more about document properties

There are four types of document properties:

Standard properties – By default, Office documents are associated with a set of standard properties, such as author, title, and subject. You can specify your own text values for these properties to make it easier to organize and identify your documents. For example, in Word, you can use the Keywords property (also called Tags) to add the keyword “customers” to your sales documents. You can then search for all sales documents with that keyword.

Automatically updated properties – These properties include both file system properties (for example, file size or the dates when a file was created or last changed) and statistics that are maintained for you by Office programs (for example, the number of words or characters in a document). You cannot specify or change the automatically updated properties.

You can use the automatically updated properties to identify or find files. For example, you can search for all files created after August 3, 2015, or for all files that were last changed yesterday.

Custom properties – You can define additional custom properties for your Office documents. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own.

Document library properties – These are properties that are associated with documents in a document library on a website or in a public folder. When you create a new document library, you can define one or more document library properties and set rules on their values. When you add documents to the document library, you are prompted to include the values for any properties that are required, or to update any properties that are incorrect. For example, a document library that collects product ideas can prompt the person for properties such as Submitted By, Date, Category, and Description. When you open a document from a document library in Word, Excel, or PowerPoint, you can edit and update these document library properties by clicking File > Info. All required properties from the document library are outlined with red borders on the Info tab in Word, Excel, and PowerPoint,.

If you want to insert any of these properties into your Word document see Add the file name, date, author, or other document properties to a header or footer.

Lori Kaufman is a technology expert with 25 years of experience. She’s been a senior technical writer, worked as a programmer, and has even run her own multi-location business. Read more.

How to set the advanced properties of a word document

We recently showed you how to set the user information in Word. Word also stores several additional advanced properties related to your documents. Some of these are displayed on the “Info” screen and you can change these properties.

NOTE: We used Word 2013 to illustrate this feature.

To access the dialog box that allows you to change the properties for the currently open document, click the “File” tab.

How to set the advanced properties of a word document

By default, the “Info” screen should display. If not, click “Info” at the top of the list of items on the left.

How to set the advanced properties of a word document

On the right side of the “Info” screen, click “Properties” and select “Advanced Properties” from the drop-down list.

How to set the advanced properties of a word document

A dialog box displays with the file name (without the file extension) on the title bar, showing you information about your document. To access the properties you can change, click the “Summary” tab.

How to set the advanced properties of a word document

Enter properties on the “Summary” tab such as “Title,” “Author,” “Company,” and “Keywords.” Keywords are also called tags and can be used to categorize and find your document more easily.

How to set the advanced properties of a word document

You are returned to the “Info” screen and the advanced properties you entered display. The keywords you entered are displayed as “Tags.”

How to set the advanced properties of a word document

You can also display and change the advanced properties in a “Document Information Panel” above the document. To show the panel, click “Properties” on the “Info” screen and select “Show Document Panel.”

How to set the advanced properties of a word document

You are automatically returned to your document where the “Document Information Panel” displays below the ribbon. For each property, there’s an edit box displaying the current value for the property and allowing you to change the values. You can also use the “Document Properties” button on the panel to access the properties dialog you can also use to edit the properties and view other information.

How to set the advanced properties of a word document

To close the panel, click the “X” button in the upper-right corner of the panel.

How to set the advanced properties of a word document

In a future article, we will be showing you how you can insert these advanced properties into your documents so they will automatically update when you change them.

How to set the advanced properties of a word document

We recently showed you how to set the user information in Word. Word also stores several additional advanced properties related to your documents. Some of these are displayed on the “Info” screen and you can change these properties.

NOTE: We used Word 2013 to illustrate this feature.

To access the dialog box that allows you to change the properties for the currently open document, click the “File” tab.

How to set the advanced properties of a word document

By default, the “Info” screen should display. If not, click “Info” at the top of the list of items on the left.

How to set the advanced properties of a word document

On the right side of the “Info” screen, click “Properties” and select “Advanced Properties” from the drop-down list.

How to set the advanced properties of a word document

A dialog box displays with the file name (without the file extension) on the title bar, showing you information about your document. To access the properties you can change, click the “Summary” tab.

How to set the advanced properties of a word document

Enter properties on the “Summary” tab such as “Title,” “Author,” “Company,” and “Keywords.” Keywords are also called tags and can be used to categorize and find your document more easily.

How to set the advanced properties of a word document

You are returned to the “Info” screen and the advanced properties you entered display. The keywords you entered are displayed as “Tags.”

How to set the advanced properties of a word document

You can also display and change the advanced properties in a “Document Information Panel” above the document. To show the panel, click “Properties” on the “Info” screen and select “Show Document Panel.”

How to set the advanced properties of a word document

You are automatically returned to your document where the “Document Information Panel” displays below the ribbon. For each property, there’s an edit box displaying the current value for the property and allowing you to change the values. You can also use the “Document Properties” button on the panel to access the properties dialog you can also use to edit the properties and view other information.

How to set the advanced properties of a word document

To close the panel, click the “X” button in the upper-right corner of the panel.

How to set the advanced properties of a word document

In a future article, we will be showing you how you can insert these advanced properties into your documents so they will automatically update when you change them.

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How to Set Document Properties in Word

How to set the advanced properties of a word document

Document properties are bits of information that describe and identify a document, such as a title, author name, and subject.

View and Edit Document Properties

The basic document properties are easy to find and update.

The Info screen here will show the basic document properties in a column on the right.

The Info screen is the default when the File tab is opened. If another screen appears instead, click Info.

  • Click a property field.
  • Fill in the property field, then click outside of the field.

    How to set the advanced properties of a word document

    The property is saved.

    View Advanced Properties

    There are additional advanced property fields that you can fill out beyond the basic fields on the Info screen.

    1. From the Info screen, click the Properties button.
    2. Select Advanced Properties.

    How to set the advanced properties of a word document

    The Document Properties dialog box opens to the Summary tab, where there are a few more properties to fill out.

    Edit the document properties.

    In addition to the fields on the Summary tab, there are even more advanced properties available on the Custom tab.

    How to set the advanced properties of a word document

    The advanced properties are saved.

    How to set the advanced properties of a word document

    FREE Quick Reference

    Free to distribute with our compliments; we hope you will consider our paid training.

    How to set the advanced properties of a word document

    We recently showed you how to set user information in Word. Word also stores several additional advanced properties related to your documents. Some of them are displayed on the “Info” screen and you can change these properties.

    NOTE: We used Word 2013 to demonstrate this functionality.

    To access the dialog box which allows you to modify the properties of the currently open document, click on the “File” tab.

    How to set the advanced properties of a word document

    By default, the “Info” screen should appear. Otherwise, click “Info” at the top of the list of items on the left.

    How to set the advanced properties of a word document

    On the right side of the “Info” screen, click “Properties” and select “Advanced Properties” from the drop-down list.

    How to set the advanced properties of a word document

    A dialog box will appear with the file name (without the file extension) in the title bar, showing you information about your document. To access the properties that you can modify, click on the “Summary” tab.

    How to set the advanced properties of a word document

    Enter properties in the “Summary” tab, such as “Title”, “Author”, “Company” and “Keywords”. Keywords are also called tags and can be used to categorize and find your document more easily.

    How to set the advanced properties of a word document

    You return to the “Info” screen and the advanced properties you entered are displayed. The keywords you entered are displayed as “Tags”.

    How to set the advanced properties of a word document

    You can also view and change advanced properties in a “Document Information Panel” above the document. To view the panel, click “Properties” on the “Info” screen and select “Show Document Panel”.

    How to set the advanced properties of a word document

    You are automatically returned to your document where the “Document Information Panel” appears below the ribbon. For each property, there is an edit box showing the current value of the property and allowing you to edit the values. You can also use the “Document Properties” button on the panel to access the properties dialog box which you can also use to edit properties and view other information.

    How to set the advanced properties of a word document

    To close the panel, click the “X” button in the upper right corner of the panel.

    How to set the advanced properties of a word document

    In a future article, we’ll show you how to insert these advanced properties into your documents so that they automatically update when you change them.

    by Allen Wyatt
    (last updated March 10, 2020)

    You may be aware that Word allows you to track and control quite a few properties relating to your document. Whenever you save a document to disk, Word appends the property information that is used to identify the file and its contents. These properties are also used by the file management utilities in Word and can be accessed by special Word fields.

    If you want to change the document properties, you can do so using two interfaces: simple and advanced. How you display the simple interface depends on the version of Word you are using:

      If you are using Word 2010 or Word 2013, click the File tab of the ribbon and make sure that Info is selected at the left side of the screen. Then click the Properties drop-down list (upper-right side of the screen) and choose Show Document Panel.

    If you are using Word 2016 or a later version, the Document Panel is already visible under the Properties heading at the right side of the screen if Info is selected on the File tab of the ribbon. (See Figure 1.)

    How to set the advanced properties of a word document

    Figure 1. The Info section of the File tab of the ribbon.

  • If you are using Word 2007, click the Office button, click Prepare, then Properties.
  • Regardless of your version, a panel of common document properties appears. You can use the controls in the panel to make changes to the properties. If you want to change the properties more extensively, then use these techniques:

    • If you are using Word 2010 or a later version, click the File tab of the ribbon and make sure that Info is selected at the left side of the screen. Then click the Properties drop-down list (upper-right side of the screen) and choose Advanced Properties.
    • If you are using Word 2007, click the Office button, click Prepare, then Properties. Word displays the Document Information Panel at the top of your document, just below the ribbon. Use the Document Properties drop-down list (top-left corner of the Document Information Panel) to choose Advanced Properties.

    Whenever you make changes to document properties, those changes are stored with the document itself. That means that any changes you make in one document’s properties won’t be reflected in a different document’s properties.

    WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (7722) applies to Microsoft Word 2007, 2010, 2013, 2016, 2019, and Word in Office 365. You can find a version of this tip for the older menu interface of Word here: Controlling Document Properties.

    Author Bio

    With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. Learn more about Allen.

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    Where is the Document Property in Word 2007, 2010, 2013, 2016, 2019 and 365

    • If you have Classic Menu for Word 2007/2010/2013/2016/2019 installed
    • If you don’t have Classic Menu for Word 2007, 2010, 2013, 2016, 2019 and 365 installed

    If you want to view or change the document property in Microsoft Word 2007, 2010, 2013, 2016, 2019 and 365, there will be a bit difficult. Because of the difference between Word 2003/XP(2002)/2000 and 2007/2010/2013, users who are accustomed to the previous interface will find it hard to get the properties view. This article points out the position of the document property in two ways, hope it helps.

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    Use the familiar Word 2003 style in working with Word 2007, 2010, 2013, 2016, 2019 and 365 if you have Classic Menu for Word installed.

    With Classic Menu for Word 2007/2010/2013/2016/2019 installed, you can click Menus tab to get back the classic style interface.

    • Click Menus tab
    • On File menu, choose Prepare
    • Click Property in the drop down menu, you will see the document properties panel staying below the Ribbon at the similar place as in Word 2003/XP(2002)/2000.

    How to set the advanced properties of a word document

    If you have not Classic Menu for Word 2007/2010/2013/2016/2019 installed

    Word 2007:

    Click Office Button (on the top-left) > Prepare > Properties. The properties panel will be showed. Click the Advanced Properties (on the top-left of the panel). The old Document Property dialog will be showd.

    How to set the advanced properties of a word document

    Word 2010 and 2013:
    • Click File tab
    • On Info part, move to Properties in the right side of the pane
    • Click the down arrow, and choose Advanced Properties in the menu
    • You will get a pop up window, where you can make change in the dialog

    How to set the advanced properties of a word document

    More Tips

    What is Classic Menu for Office

    The software Classic Menu for Office is designed for the people who are accustomed to the old interface of Microsoft Office 2003, XP (2002) and 2000. It brings back the classic menus and toolbars to Microsoft Office (includes Word) 2007, 2010, 2013, 2016, 2019 and 365. The classic view helps the people to smoothly upgrade to the latest version of Office, and work with Office 2007/2010/2013/2016 as if it were Office 2003 (and 2002, 2000).

    How to set the advanced properties of a word document

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    Classic Menu for Office

    It includes Classic Menu for Word, Excel, PowerPoint, OneNote, Outlook, Publisher, Access, InfoPath, Visio and Project 2010, 2013, 2016, 2019 and 365.

    Classic Menu for Office 2007

    It includes Classic Menu for Word, Excel, PowerPoint, Access and Outlook 2007.

    How to set the advanced properties of a word document

    Recently, we showed you how to set advanced or built-in properties and create custom properties in Word document. These properties can be inserted into your documents using fields. This is useful if you have common words, phrases, or values ​​that you often use in your documents.

    RELATED: How to set advanced properties of a Word document

    If the common word, phrases, and values ​​that you use often change between the first and last draft of your document, using a built-in or custom property is helpful. You can change the property’s value in one place and it will change throughout your document.

    To insert the value of a built-in or custom property into your document, place your cursor where you want to insert the value and click the “Insert” tab.

    NOTE: When inserting a custom property into your document, only the value is inserted. If you want to refer to the value with the property name, enter the desired text before inserting the property value.

    How to set the advanced properties of a word document

    In the “Text” section of the “Insert” tab, click the “Quick Parts” button.

    NOTE: The text on the buttons may not appear depending on the size of the Word window. If you don’t see any text next to the button, look for the icon shown in the image below.

    How to set the advanced properties of a word document

    Select “Field” from the drop-down menu.

    How to set the advanced properties of a word document

    Select “Document Information” from the “Categories” drop-down list.

    How to set the advanced properties of a word document

    In the list of “Field names”, select “DocProperty”. A list of all custom properties (both built-in and those you added) appear in the “Property” list in the “Field Properties” section in the middle of the dialog box. Select the custom property you want to insert into your document from the list and click “OK”.

    How to set the advanced properties of a word document

    The value is inserted where the cursor is.

    How to set the advanced properties of a word document

    If you change the value of the custom property, you can update the fields in your document to reflect the change by selecting all of the fields, which can be easily done by selecting all content in the document and pressing F9. You can also update one field at a time by selecting the field or placing the cursor in the field and pressing F9.

    Specify, or modify custom variables

    To specify, modify, or remove the document information, do the following:

    1. On the File tab, click Info.

    2. On the Info pane, click the Properties dropdown list, then click Advanced Properties:

    How to set the advanced properties of a word document

    3. In the Advanced Properties dialog box, on the Custom tab:

    • Choose any of the predefined variables or type a new name of your new variable,
    • Choose a type from Text, Date, Number, Yes or No,
    • Enter a value:

    How to set the advanced properties of a word document

      the pre-defined variable:

    How to set the advanced properties of a word document

    How to set the advanced properties of a word document

    Use document information in the document

    To use the document properties, do the following:

    1. Position the cursor where you want to add the document information.

    2. On the Insert tab, in the Text group, click the Quick Parts button, then click Field. :

    3. In the Fields dialog box:

    • In the Field names list, choose the DocProperty field,
    • In the Property list, choose the property you want to insert:

    How to set the advanced properties of a word document

    • Click OK.

    If you have any questions or suggestions, please feel free to ask OfficeToolTips team.

    How to set the advanced properties of a word document

    How to use the document information

    How to set the advanced properties of a word document

    How to automatically duplicate information in a Word document

    How to set the advanced properties of a word document

    How to calculate formulas in a Word document

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    Last updated Monday, Aug. 31, 2020, at 10:36 a.m.

    This article is based on legacy software.

    You can customize important document information with file properties, which can display a filename, title, author, searchable keywords, and more. These properties help reference the document, making it easily understandable.

    Editing File Properties

    File properties set a static location for important information about your document and can be edited. You can also edit file properties through Windows Explorer. For more information, refer to Viewing File Properties below.

    From the OFFICE BUTTON , select Prepare » Properties
    The Document Properties pane appears below the Ribbon.
    How to set the advanced properties of a word document

    From the Document Properties pull-down list, select Advanced Properties.
    The Document Properties dialog box appears.

    Select the Summary tab
    The Properties dialog box refreshes to display the Summary options.
    How to set the advanced properties of a word document

    In the fields provided, type the appropriate information relating to your document

    To save your changes and return to your document, click OK
    To return to your document without saving, click CANCEL

    Click CLOSE

    Viewing File Properties

    You can also view a document’s file properties from Windows Explorer.

    In Windows Explorer, find the file whose file properties you want to view

    Right click the file » select Properties
    The (File name) Properties dialog box appears.

    Select the Summary tab
    The dialog box refreshes to display editable file properties.
    How to set the advanced properties of a word document

    OPTIONAL: To view more options, click ADVANCED >>
    The Summary tab refreshes to display advanced options.
    NOTE: To return to the Summary tab’s initial display, click SIMPLE >>

  • OPTIONAL: To edit file properties from the (File name) Properties dialog box
    1. Click the text box you want to edit
    2. Make the changes
    3. To save your changes, click APPLY
      To save your changes and close the (File name) Properties dialog box, click OK
      To close the (File name) Properties without saving, click CANCEL
  • Printing File Properties

    You can print file properties separate from the document or along with the document itself.

    Printing File Properties: Without the Document

    In the top left corner of the Word window, click the OFFICE BUTTON » select Print
    The Print dialog box appears.

    From the Print what pull-down list, select Document properties

    Click OK
    The file properties are printed.

    Printing File Properties: With the Document

    In the top left corner of the Word window, click the OFFICE BUTTON » select Word Options
    The Word Options dialog box appears.

    From the Categories list, select Display

    In the Printing Options section, select Print document properties.
    WARNING: Word will continue to print document properties unless the Print document properties box is unchecked. If this is undesirable, deselect the option after printing.

    Click OK

    In the top left corner of the Word window, click the OFFICE BUTTON » select PRINT
    The Print dialog box appears.

    Click OK
    The document is printed with its file properties.

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    Changing Your Default Settings in Word

    How to set the advanced properties of a word document

    Lesson 17: Changing Your Default Settings in Word

    Changing your default settings in Word

    There may be certain settings in Word that get on your nerves, like default settings that you find yourself changing over and over—the paragraph spacing, the font size—each time you start a new document.

    Maybe you prefer a different font style instead of the default Calibri. Maybe you like all of your documents to have narrower margins so you can fit more information on the page. Maybe you even work for a company that has very specific document standards—regarding the color scheme or layout—and you’re tired of changing these settings every time.

    Luckily, you can customize many of the default settings in Word. You just have to know where to look.

    Using Set as Default

    You can’t change the default settings for everything in Word, but there are certain tools and features that give you this option. Popular examples include:

    • Font
    • Paragraph spacing
    • Line spacing
    • Margins
    • Page orientation

    To find out if you can customize the default settings for a certain element, look for an arrow in the bottom-right corner of the group. This will open a dialog box where you can access all of the basic settings, plus some more advanced ones that you won’t find on the Ribbon.

    How to set the advanced properties of a word document

    Next, look for a button near the bottom of the dialog box that says Set as Default. All you have to do is click this button, and Word will assign your current settings—like the font or font size you’ve chosen—as the new default for this particular element.

    How to set the advanced properties of a word document

    Finally, Word will ask whether you want to set this as the default for this document only, or for all documents based on the Normal template (in other words, all documents in the future). Choose the second option, and Word will use these settings from now on.

    How to set the advanced properties of a word document

    If you don’t have a lot of experience with Word, you may want to stick with the original default settings—any changes you make will be permanent, unless you change them back manually. But for more experienced users, this can be a great way to set up Word exactly the way you want.

    If you are experiencing a problem getting your default changes to save, it might be an issue with your computer or your copy of Word. For help, we recommend visiting Microsoft’s support site.

    Word maintains a collection of properties for each document, and these properties represent metadata data about the document itself. The default properties include the document’s title, subject, author, and statistics such as the number of characters, words, paragraphs, and pages. Word generates the values of many of these properties automatically. For example, Word calculates all the statistics based on the document content, and the default values for the Author and Company properties are the values you entered when you installed Word. The other properties you fill in by hand by selecting the File, Properties command and clicking the Summary tab.

    Change Your Name and Company

    Office stores the default Author and Company values in the Registry. To change the Author value, select Tools, Options, click the User Information tab, and then change the Name value. The default Company name is trickier to change. First, open the Registry Editor and navigate to the following branch (see Appendix A “Working with the Windows Registry”):

    Edit the RegCompany setting with the new company name you want to use. Now navigate to the following branch:

    Rename the Company setting (to OldCompany, for example). The next time you start Word, any new documents you create will use the new company name as the Company property.

    Creating a Custom Document Property

    You can also create your own custom properties, and you can set these up to be filled in either automatically or manually. For example, if you are passing a document among a number of people, you may want to keep track of who last read the document. To do that, you could create a “Last Read By” property and have each user fill in his or her initials. Here are just a few other custom property ideas:

    The name of the person who edited or proofread the document.

    The date the document was completed.

    The department the document belongs to.

    The project that the document is part of.

    The current status of the document.

    A telephone number to call for more information about the document.

    Before creating your custom property, you need to decide whether you want the value of the property to be generated automatically by content within the document itself. In Word, custom property values are generated by the current values of bookmarks. Therefore, you must first create a bookmark:

    Select the text that you want to use as the bookmark.

    Select Insert, Bookmark to display the Bookmark dialog box.

    Type a name for the bookmark in the Bookmark Name text box.

    View Your Bookmarks

    Using a bookmark as a dynamic property value placeholder works only if the other users (or you, in a few weeks, when you’ve forgotten you’ve done all this) update the bookmark text in the appropriate spot. You can help ensure that this happens by turning on Word’s bookmark indicators, which are gray brackets that surround the text. To turn on these indicators, select Tools, Options, click the View tab, and activate the Bookmarks check box.

    With that done, you can create the custom property by following these steps:

    Select File, Properties to display the document’s Properties dialog box.

    Click the Custom tab.

    Type a name for the property in the Name text box (or select one of the existing names provided by Word in the list).

    Use the Type list to choose a data type for the property: Text, Date, Number, or Yes or No.

    If you want the property value generated automatically by a bookmark, activate the Link to Content check box.

    Specify the value of the property as follows:

    If you activated Link to Content, use the Value list to choose the name of the bookmark you want to associate with the property.

    Otherwise, enter the property value in the Value text box.

    Click Add. Word adds the property to the Properties list. Figure 1.11 shows an example.

    Figure 1.11. A custom document property named BookTitle is added to the document and linked to the TitleOfBook bookmark.

    How to set the advanced properties of a word document

    Prompting for User Input

    If you’re relying on users to enter the data necessary to update a custom property, you can get Word to prompt the user to enter the data by using a FILLIN field. See “Prompting the User for Input,” later in this chapter.

    Searching via Document Properties

    One of the main advantages of using custom properties is that they enable you to organize documents based on those properties. Specifically, you can use the Search task pane to search for documents that not only include a custom property but also have that property set to a particular value. Follow these steps:

    Select File, File Search to display the Basic File Search task pane.

    Click Advanced File Search to switch to the Advanced File Search task pane.

    Use the Property list to choose the property you want to include in the search. If your custom property doesn’t appear in the list, type the property name into the text box.

    In the Condition list, choose an operator. (For example, to find those documents in which the property exactly matches a certain value, choose the is (exactly) operator.

    Use the Value text box to enter the property value you want to search for.

    Click Add to add the criteria to the search expression. Figure 1.12 shows an Advanced File Search pane ready to search on the BookTitle custom document property.

    Figure 1.12. Use the Advanced File Search pane to search for files based on document properties.

    How to set the advanced properties of a word document

    Repeat steps 36 to add other criteria. (Be sure to click And or Or before adding the criteria to the expression.)

    Fill out the rest of the search options, as needed.

    Click Go. Word searches for documents that match your criteria.

    Learn what document properties in Microsoft Word can be used for. How to add document properties in Word, how to edit and insert document properties, etc.

    When used wisely, document properties and DocProperty fields can help you produce better Word documents in less time.

    In this article, you will learn what a document property is and what a DocProperty field is. You will learn where to find the Advanced Properties in Word. The article explains how you can use the built-in functionality of Word to add or edit document properties and insert DocProperty fields, both via the general user interface and via macros (VBA).

    The general information below about Microsoft Word document properties and DocProperty fields apply to both custom document properties and DocProperty fields you create using Word’s built-in functionality and using the Word add-in DocTools DocPropertyManager.

    It can be slow and tiresome to work with Word’s built-in functionality when it comes to document properties. The DocTools DocPropertyManager Word add-in makes the work much easier and faster. Custom document properties and DocProperty fields created using DocTools DocPropertyManager will work as if they had been created using Word’s built-in functionality. However, DocTools DocPropertyManager makes it possible to perform several tasks that are not possible via the built-in functionality.

    This article is relevant for Word 2007, Word 2010, Word 2013, Word 2016, Word 2019, and Word for Microsoft 365. Note that DocTools DocPropertyManager does not work with Word 2007.

    What is a document property in Word?

    There are different types of document properties.

    All Word documents contain a set of standard document properties, e.g. Title, Author, Keywords, and Comments. These properties are used to store certain types of metadata about your document. The standard properties have fixed names that you cannot change. You can edit the value of some of the standard properties (e.g. Title, Author, Keywords and Comments) whereas others store statistics data that is updated automatically by Word and that cannot be edited, e.g. file size, when the document was last saved or printed.

    In addition to the standard properties, you can add Word document properties yourself. Such properties are called custom document properties. Word documents do not contain any custom document properties by default. You can add as many custom document properties as you wish. Each custom document property must be assigned a name, a data type and a value. There are four data types: Text, Date, Number and Yes or No. For details about the types, see About the different data types of custom document properties below.

    Document library properties are related to documents that are stored in a document library on a website or in a public folder, e.g. in relation to SharePoint. This article will not deal further with document library properties.

    What can document properties be used for?

    None of the Word document properties are visible in the document content unless you do something to insert their values into the content. This is true for both the standard and the custom document properties.

    In e.g. File Explorer, you can see and search for documents with specific standard document property values. This article will concentrate on what you can use document properties for in the contents of Word documents.

    You can insert the value of a document property in the document. You do so by inserting a field of the type DocProperty. A DocProperty field will show the value of the related document property – standard or custom. See How to insert a DocProperty field using the built-in functionality of Word later in this article.

    For an illustration of what document properties and DocProperty fields can be used for, see this short video. The video shows the DocTools DocPropertyManager add-in in use. You can use document properties and DocProperty fields for the same purpose by using Word’s own features. The difference is that the work is more cumbersome and takes longer.

    In many documents you may need the same data repeatedly. For example, a client name or a product name may occur several times. It is very helpful to use custom document properties for such data.

    You can insert as many DocProperty fields related to the same document property as you wish. If you change the value of that custom document property, you only need to update fields. Then the new value will appear throughout the document. This applies regardless of whether one or many DocProperty fields exist. Thereby, you can define the value once and you are sure that the same value will be shown in every single DocProperty field related to that custom document property.

    There are other ways to repeat data. For example, you can bookmark text and have the contents of the bookmark repeated by inserting cross-references to the bookmark. On the DocTools DocPropertyManager page, I have explained why the use of bookmarks and cross-references is less stable than the use of custom document properties and DocProperty fields .

    Custom document properties and DocProperty fields also make it easy to create templates with flexible boilerplate text. This way, you can re-use text across documents. For example, this is useful in templates for proposals and agreements. It makes it fast and safe to update the contents with correct names and other values in the individual documents that are created. In the template, simply insert DocProperty fields as placeholders for the relevant data. Assign neutral, descriptive values to the custom document properties in the template. Then it is easy for the user to see which type of information each DocProperty holds. When a user creates a new document based on the template, he/she only needs to edit the values of the custom document properties and update fields.

    For an example of the use of custom document properties and DocProperty fields, see the short video on the DocTools DocPropertyManager page.

    This tutorial teaches how to add a document title into a Microsoft Word document, ensuring your Word documents and resulting PDFs are more accessible.

    A missing document title is likely one of the most common accessibility errors found in PDFs uploaded to Canvas. It’s also one of the simplest to fix (if you know how to do it).

    A document title provides an easy-to-read title for all students using a screen reader. If the title is set, a screen reader states the title instead of the filename. (We all know how crazy filenames can get after 10+ revisions!)

    Ideally, you want to set the document title in the original source, but if you don’t have it, you can edit the PDF with Adobe Acrobat (not Adobe Reader).

    Adding a Document Title to Microsoft Word

    Update the original Word document if you have it; there’s always the chance more edits will need to be made. If you don’t add it to the Word document, you’ll find yourself repeatedly fixing the resulting PDFs.

    Word has a simple (though somewhat hidden) way to add a document title.

    1. Copy the Heading 1 of your document to use as your title. (Optional)
    2. Go to File > Info > Properties > Title.
      How to set the advanced properties of a word document
      1. Click “Add a title” and paste your Heading 1 into the textbox. Or, type in an easy-to-read title for your document. For Example, “ENGR 101 Fall 2021 Syllabus.”
    3. Save your changes.
    4. Use the Save As feature to convert to a PDF to transfer the title to the PDF successfully.

    Setting the Document Title in Adobe Acrobat

    If you don’t have access to the PDF’s original Word document, you can fix the missing title in Adobe Acrobat. Note: You cannot edit the title with Adobe Reader.

    1. Open the PDF in Adobe Acrobat.
    2. In the Search tools textbox on the right, start typing “Accessibility” to search for the accessibility features in Acrobat.
      How to set the advanced properties of a word document
    3. Select Accessibility Check to check the accessibility of your PDF.
      How to set the advanced properties of a word document
    4. On the left, the Accessibility Checker panel will open to show you the accessibility issues Acrobat found with your PDF.
    5. To fix the title, click the greater than symbol (>) next to “Document (# issues)” to open that section.
      How to set the advanced properties of a word document

    Note: Adobe Acrobat consistently flags 2 warnings within the Document section, so a number greater than 2 means there’s probably an error in your PDF.

  • Within the Document section, right-click Title – Failed, then choose Fix from the context menu.
    How to set the advanced properties of a word document
    1. If no title was set in the original source, a Description dialog window appears. The top section shows the missing title.
      How to set the advanced properties of a word document
      1. Uncheck the “Leave As Is” checkbox and enter an easy-to-read title.
      2. Click OK to set the title.
      3. Save the PDF to keep your changes.
    2. If a title was set in Word but unsuccessfully set in the PDF (e.g., the Save As function wasn’t used to convert), then clicking Fix will auto-fix the title. However, if the PDF isn’t yours, you should ensure the title is easy to read.
      1. In Acrobat, go to File > Properties and view the Title within the Description tab.
        How to set the advanced properties of a word document
      2. If the Document Title is not easy to read (or includes a filename), click the Additional Metadata… button at the middle-right of the dialog window.
      3. Then, update the Document Title field to an easy-to-read title.
        How to set the advanced properties of a word document
      4. Click OK once you’ve updated the Document Title.
      5. Click OK to update the PDF document properties.
  • Save your changes.
  • Now, the PDF should display that title within the PDF tab. Also, when a student has multiple tabs open, it’s easy to find the document they need. (Even if they’re using a screen reader.)

    How to set the advanced properties of a word document

    Conclusion

    Every document uploaded to Canvas needs a Document Title. This title helps your students find the correct document more easily and removes the error shown in Canvas. (A win-win!)

    Word document properties show a brief description about the document. Through properties, we can get general information about this document, such as document size, location, date of created and so on. Also, we can set advanced properties by ourselves, for example, adding document title, author information, category, keywords, comment, etc. This guide introduces a solution of how to set word document properties in C# via Spire.Doc for .NET.

    The following screenshot shows the result after setting properties.

    How to set the advanced properties of a word document How to set the advanced properties of a word document

    Download Spire.Doc and install it on your system. Then adds Spire.Doc.dll as reference in the downloaded Bin folder though the below path: “..\Spire.Doc\Bin\NET4.0\ Spire.Doc.dll”.

    Now it comes to the steps of how to set word document properties.

    Step 1: Load a word document from the file.

    Step 2: Set Word document Properties.

    We have BuiltinDocumentProperties and CustomDocumentProperties to add properties to the word document. We cannot add or remove built-in document properties; we can just change their values. We can use CustomDocumentProperties.Add and CustomDocumentProperties.Remove to add and remove the custom properties.

    Step 3: Save the document to file.

    Mapping Microsoft Word document properties to DocMoto tags

    Tucked away in MS Word under Properties are a collection of data fields such as “author”, “subject”, “keywords” which can be used to categorize the document.

    As well as the common property fields above, MS Word ships with a custom section which allows you to create your own properties, basing them if necessary on a much longer list of pre-defined templates.

    This article will show you how to map any one of these property fields (pre-defined or custom) to DocMoto tags.

    What’s the benefit

    DocMoto extracts all the properties from Word documents automatically. But by creating a mapping between a Word property field and a DocMoto tag the data becomes searchable.

    This has some very powerful implications. For example, if a law firm has their attorney’s completing a “Matter” property field in Word then this value can be searched across the whole DocMoto repository, for example “Find me all documents for matter 1234-56”.

    Of course you don’t have to map property fields in this way, and many users configure DocMoto to ask for tag data at the point of document entry, but with tag mapping, there is an alternative.

    Property and Tag Types

    Word properties have a “type”. They can be “Text”, “Date” or “Number”. When a property has a type it becomes much more useful when searching.

    For example, imagine we have a property “word count”, defined as being a number, and containing the number of words in the document. By defining it as a number we can find all documents with a word count of less than 1000, or greater than 100000.

    The “Date” type is equally useful. Imagine a property “Due Date” which is defined as a “Date”. We can find documents with a due date next week, or those which are overdue!

    In a world where properties do not have types none of this is possible.

    The good news is that DocMoto tags also have types. In fact they are almost identical to those in Word.

    Mapping a Word Property to a DocMoto Tag

    For this example we are going to map a Word property called “Document Type” to a DocMoto tag with the same name.

    Create a property in Word called “Document Type”

    Open Word, select Properties from the file menu.

    Open the Custom tab and add a property called “Document Type”, make sure it has a Type of “Text” and add a value. It should look something like the screen shot below.

    How to set the advanced properties of a word document

    Save the document and add it to DocMoto.

    Create a tag called “Document Type” in DocMoto. To do this you must be a member of DocMoto’s administrator group.

    From the Admin menu open Tag Manager.

    Select Add Tag and add a tag called “Document Type” with a Type of “Text List”.

    How to set the advanced properties of a word document

    Before saving select Advanced.

    You now need to modify the Internal Name by removing the “DMUSER:/” portion, so the internal name simply becomes “DocumentType”

    NB. An internal name must NOT have any spaces. So don’t change its internal name to “Document Type” for example.

    It should look like the screen shot below:

    How to set the advanced properties of a word document

    Set the Group to “office” and press OK

    Now Close Tag Manager and save any changes.

    That’s essentially it for defining the tag within DocMoto, but we just need one extra step.

    Open Tag Manager for a second time, and, using the tag tree on the left hand pane, look in the “office” group and you should see a tag “Document Type”.

    Next look under the “Unclassified” category at the bottom you should see a tag called “Document Type”, highlight it, and delete it. Then close Tag Manager, once again saving all changes.

    Viewing your new tag

    In DocMoto highlight the document you added in step 1c above. Take a look at the Details panel in the bottom right corner of the screen. You should see your new “Document Type” tag displayed in the “Office” group.

    How to set the advanced properties of a word document

    Using Your tag

    Whenever a document is added to DocMoto with its “Document Type” property completed DocMoto will automatically extract this data and allow you to search for documents with the property set.

    Searching by “Document Type”

    As we have mapped the Word property to a DocMoto tag we can now search by “Document Type”. To see this, open the DocMoto Query pane and add a new query.

    In the list of possible criteria you will now see “Document Type” is displayed as an option.

    Select this as the criteria, and enter a search value as appropriate.

    The screenshot below shows a search based on “Document Type”

    How to set the advanced properties of a word document

    Ensuring Everybody uses the Tag

    So far we have created a property in a MS Word document, mapped it to a DocMoto tag, and shown that DocMoto can extract this data, and make it available to searches.

    But what if you want to ensure that all appropriate client matter documents have a value completed for the “Document Type” property.

    The simplest way within DocMoto is to ensure that the “document masters” defined within the system have this property.

    Support Centre

    Still have a question?

    If you still can’t find the answer to your question or need more information, please contact the DocMoto team on +44 (0)1242 225230 or email us

    File name

    For your document, save it using your last name, followed by the first few major words (3-4) of your Title, and the year. The words should all seperated with hyphens and no caps: “last-name-few-words-year.pdf”.

    • smith-methods-of-use-2020.pdf
    • williams-miller-calculating-2020.pdf
    • lee-wheat-growth-2020.pdf

    How to save from Word to a PDF with bookmarks

    If you have used Styles to format your headings in your ETD, you can save your Word document to have bookmarks. This improves document Accessibility. LaTeX documents automatically create bookmarks.

    1. In Word, click the “File” tab and click “Save As”.
    2. Select “PDF” from the Save as drop-down list.
    3. Under “Options,” be sure that the option “Create bookmarks using: Headings” is checked.
    4. Save the document as your last name and the first few major words of your ETD title, followed by the year. For example: SmithMethodsOfTransportation2020.pdf or Williams-MillerCalculatingMathematicalAnomolies2020.pdf

    How to set the advanced properties of a word documentHow to set the advanced properties of a word document

    For more information, visit the Microsoft page on creating accessible PDFs from Word. Once the document is saved as a PDF, finish setting the Document Properties.

    How to edit properties of Adobe PDFs

    Once your document is approved and ready to be submitted, be sure to check that your Document Properties are set, as outlined below.

    1. With an Adobe PDF open, navigate to File > Properties.
    2. Add the title of your ETD and your name.
    3. Optional: add the same keywords you’ve included on your COA!
    4. Click on the Initial View tab and set the Window Option to show Document Title instead of File Name.
    5. Click on the Advanced Tab and set the language to English.

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    Properties of a File or otherwise named metadata are details about a File that describes it or even identifies it. Properties of a File are details such as a Title , the Author’s Name , the Subject and other keywords that identify the File . We can include or even modify the File Properties of our Files , so we can easily organize and identify them later. Just continue reading the post below, in order to find our How to View or Modify the Properties of an Office 365 File .

    How to set the advanced properties of a word document

    We can select the View tab and from the right area of the ribbon we locate the area SharePoint and select the command Properties . Another way is to select the File tab, so we can move to backstage View and once there we select the category Info if it not selected.

    Whatever way we select the Info category will be selected as shown below. In the middle of the task pane we have some commands that we can select which have been described or will be described in posts of mine. At the end right, we notice the Properties area. Some of the Properties Fields are filled and updated automatically and some Fields we can fill them in manually. Some fields that are available are Size, Page, Words, Total Editing Time, Title, Tags and Comments .

    How to set the advanced properties of a word document

    If we select the Properties command, the Advanced Properties command will appear, where if we select it we will be able to See More Document Properties . If we select the Advanced Properties command a dialog box will appear named View Or Change The Properties For An Office File . This dialog box is separated from the following tabs: General, Summary, Statistics , Contents and Custom . As mentioned above, some Fields are updated automatically and some we input manually.

    How to set the advanced properties of a word document

    Other areas available which contain information about our Document are the Related Dates area which contains Fields such as Last Modified, Created and Last Printed . Other area is the Related People which contains Fields such as Manager , Author and, Last Modified By: .

    How to set the advanced properties of a word document

    At the bottom of the Info task pane we also have the Related Documents area. Right below we can select the Open File Location , where when selected the Explorer will open showing us the path of the Document .

    How to set the advanced properties of a word document

    Finally, at the bottom of the Info task pane, we have the Show Fewer Properties command, where when we select it the command changes into Show All Properties . The same procedure is followed for all the other Microsoft Office Programs .

    Below you can check out the video describing How To View Or Change The Properties of an Office 365 File .

    microsoft word microsoft-word-2007 properties

    I have added some advanced properties into my Microsoft Word 2007 document. These were created by doing the following:
    Click the Office button -> Prepare -> Properties. Under the Document Properties drop-down menu, select Advanced Properties. In the Custom tab, add properties as needed.

    My question is how do you insert these custom properties into the Word document so that they are in text form and gets updated when you update the properties in that one spot?

    • Click Office Button > Prepare > Properties
    • Click Document Properties and select Advanced Properties
    • Click the Custom tab
    • Type the property name
    • Select the property type
    • Type the property value
    • Click Add
    • Click OK

    To add a field to the document using the property:

    • Move to the place where you want to insert the property
    • Click the Insert tab on the ribbon
    • Click Quick Parts
    • Click Field
    • From the Field Name list select DocProperty
    • From the Property list select the property you created
    • Click OK

    To change the value of the property:

    • Click Office Button > Prepare > Properties
    • Click Document Properties and select Advanced Properties
    • Click the Custom tab
    • From the Properties table (at the bottom) select a property
    • Type the new value
    • Click Modify
    • Click OK

    To update all the fields in the document (at once):

    • Press Ctrl-A to select all the text
    • Press F9 up update all the fields selected.

    Note that this will update the Table of Contents, links, etc. as well. If you want to just update a single field, select it and press F9.

    Word table format
    Type Question format, Microsoft Word table format
    Set N/A
    Downloads https://moodle.org/plugins/view.php?plugin=qformat_wordtable
    Issues http://tracker.moodle.org/browse/CONTRIB/component/10690
    Discussion https://moodle.org/mod/forum/discuss.php?d=121707
    Maintainer(s) Eoin Campbell

    Moodle2Word is a Moodle plugin that allows question banks to be exported from Moodle into a Word file. The Word file can then be used to quickly review large numbers of questions (either online or in print), or to prepare paper tests (where the answers and feedback is hidden). Questions in the Word table format can also be imported back into Moodle.

    Features

    • The tables contain all components of a question, including the stem, answer options, option-specific and general feedback, hints, tags, and any images.
    • All the main question types except Numerical and Calculated questions are supported.
    • With the aid of commands in an external Word template, questions can be re-formatted to hide the answers etc., allowing the questions to be printed as a paper quiz.
    • Questions can be edited in Word, and then imported back into Moodle. That means you can import the following:
      • Matching: Match 4 or more words or phrases.
      • Multiple-Choice: Choose the 1 correct answer from 4 or more possible answers
      • Multiple-Answer: Choose 1 or more correct answers from 4 or more possible answers.
      • Short Answer: Free text answer.
      • Description: Not a question, just a facility to add some text, usually instructions for a set of following questions.
      • Essay: An essay question allows the entry of free text, which is not graded.
      • True/False: Choose whether a statement is true or false.
      • Cloze: Fill-in-the-blanks or Embedded answers question. Use bold to enter Multichoice items, italic to enter Short Answer items, and underline to enter Numerical items.
    • The Cloze question syntax for importing questions is very simple, as it does not require any knowledge of the arcane Moodle syntax; instead, use bold for drop-down menu items, and italic for fill-in text fields.
    • The plug-in supports import from and export to all languages, not just English.
    • Questions can be quickly previewed in Moodle, as you are creating them in Word.
    • Equations edited in Microsoft Equation Editor in Word are converted into MathML in Moodle, and can be displayed using MathJax.

    Troubleshooting

    The question import facility requires the Microsoft Word file to specify what language the ‘labels’ used in question tables are in, for example, “Default mark”, “General feedback”, etc. This is specified in a custom document property called moodleLanguage in the Word file. If you export questions from Moodle into Word, or if you create questions using the Word templates moodleQuestion.dotx and moodleQuestionStartup.dotm available from www.Moodle2Word.net, then this property is automatically set in the file. If you don’t, then the following message is displayed when you try to import a Word file. No questions imported because the language of the labels in the Word file does not match your current Moodle interface language. “en_us” != “en” To resolve this issue, add the property manually as follows. In Word, use the File > Info > Properties > Advanced properties command (see screenshot below) to add the property manually.

    File > Info > Properties > Advanced properties

    In the Properties dialog box, go to the Custom properties tab group. Enter “moodleLanguage” in the Name field and “en” (or your preferred language) in the Value field, then click the ‘Add’ button and the ‘OK’ button”. The required property is now added, and Moodle will import the file OK.

    I have added some advanced properties into my Microsoft Word 2007 document. These were created by doing the following: Click the Office button -> Prepare -> Properties. Under the Document Properties drop-down menu, select Advanced Properties. In the Custom tab, add properties as needed.

    My question is how do you insert these custom properties into the Word document so that they are in text form and gets updated when you update the properties in that one spot?

    2 Answers 2

    • Click Office Button > Prepare > Properties
    • Click Document Properties and select Advanced Properties
    • Click the Custom tab
    • Type the property name
    • Select the property type
    • Type the property value
    • Click Add
    • Click OK

    To add a field to the document using the property:

    • Move to the place where you want to insert the property
    • Click the Insert tab on the ribbon
    • Click Quick Parts
    • Click Field
    • From the Field Name list select DocProperty
    • From the Property list select the property you created
    • Click OK

    To change the value of the property:

    • Click Office Button > Prepare > Properties
    • Click Document Properties and select Advanced Properties
    • Click the Custom tab
    • From the Properties table (at the bottom) select a property
    • Type the new value
    • Click Modify
    • Click OK

    To update all the fields in the document (at once):

    • Press Ctrl-A to select all the text
    • Press F9 up update all the fields selected.

    Note that this will update the Table of Contents, links, etc. as well. If you want to just update a single field, select it and press F9.

    I think, like the OP, I am looking for a way to add Quick Part Document Properties in a way that allows direct editing from the document itself without needing to go through all the dialog boxes associated with changing the value of a document field.

    When add a property, for example Insert > Quick Parts > Document Property > Title , it displays in the document inside a rounded rectangle with a grip displaying the property name and does not look like a normal field. I can edit any of the references to this quick part in the document and all other reference automatically change.

    Unfortunately, it looks like this is currently not yet available (in Microsoft 2010). The closest solution I have found is described in this article, see section 7 – Content Controls.

    The article describes some VBA code that can be implemented to achieve what is needed, but if like me, you are looking for a quick and simple solution then a work-around is also provided. For convenience, here is the process:

    1. Make sure you can see the Developers Tab.
    2. Insert a plain text content control into the document.
    3. Open the control properties (select it and then click on Developer >Properties .
    4. Give the control a title.
    5. Click on the control grip (showing the title) to select it and copy the control.
    6. Position the cursor where you want a copy of the control.
    7. Click on Paste > Paste Special and select the “Paste link” option button.
    8. Select “Unformatted Text” and click OK.

    Now any time the original is updated the other references in the document are also updated.

    Tags make finding and organizing your documents easier

    How to set the advanced properties of a word document

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    Add tags, or keywords, to Microsoft Word documents to make documents easier to find. By default, when you save a Word document, there are no tags saved along with it, but you can add your own before or after you make the document.

    Instructions in this article apply to Word 365, Word 2019, Word 2016, Word 2013, and Word 2010.

    How to Add Tags to Word Files

    Tags are useful when you have several related documents in a single folder or on a flash drive, for example, and each document has a non-descriptive or nearly identical file name like project.docx, otherproject.docx, and otherproject1.docx. To quickly find related files in a folder, categorize each file by applying a tag. Then, search the folder for a specific tag to find documents with that tag.

    Here’s how to add tags to a Microsoft Word document:

    Go to File > Save As.

    How to set the advanced properties of a word document

    Select Browse.

    In Word 2010, skip this step.

    How to set the advanced properties of a word document

    Choose where to save the document and enter a name for the file.

    In the Tags text box, enter the desired keywords. Word automatically places a semi-colon at the end so you can add multiple tags.

    Word might recommend tags as you type. Select an autosuggestion, if one matches your needs, and use your custom tags.

    How to set the advanced properties of a word document

    Save the document.

    How to Add Tags Using Windows Explorer

    You can add tags to a Word document even if you don’t have the app installed. Here’s how:

    Open Windows Explorer and find the Word document.

    Right-click the file and choose Properties.

    How to set the advanced properties of a word document

    Go to the Details tab.

    How to set the advanced properties of a word document

    In the Tags text box, enter the keywords.

    How to set the advanced properties of a word document

    Select OK to save the tags and close the dialog box.

    How to set the advanced properties of a word document

    How to Edit or Remove Word Document Tags

    Once you’ve added tags, edit or remove tags using the method described above. You can also choose to remove all tags from a Word file using the following steps:

    Locate the document in Windows Explorer.

    Right-click the file, then choose Properties.

    How to set the advanced properties of a word document

    Go to the Details tab.

    How to set the advanced properties of a word document

    Select Remove Properties and Personal Information.

    How to set the advanced properties of a word document

    Select Remove the following properties from this file.

    How to set the advanced properties of a word document

    Select the Tags check box.

    How to set the advanced properties of a word document

    Select OK to save the changes and close the dialog box.

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    6 Features of Microsoft Word you Should be Using

    Microsoft Word is commonly used on a daily basis for both personal and professional reasons. However, are users effectively utilising all the features available to the best of their ability? Check out these 6 features of Microsoft Word you should be using (if you aren’t already).

    1) HOW ABOUT CHECKING YOUR SPELLING? – You can correct your spelling errors all in one go, to ensure you haven’t left any stone unturned. This can be done by running a full Word spell check from the Review tab, Proofing group, Spelling and Grammar button (or press the F7 keyboard shortcut). When using the main Spelling and Grammar dialog box, words in your document which are not found in Word’s dictionary will be listed in the Not in Dictionary box. Suggestions will be presented below with the first suggestion selected. The options you have are similar to the right-click options available for corrections as you type.

    How to set the advanced properties of a word document

    However, instead of clicking a suggestion directly, there are two buttons available: the Change button to correct this occurrence and the Change All button to replace all occurrences of the word in the document with the same suggestion. Alternatively, you can double-click the appropriate suggestion to change this occurrence. The AutoCorrect button will add an item to the AutoCorrect list replacing the marked word with the currently selected suggestion. Note that you can still edit your document when the Spelling and Grammar dialog box is displayed, so if none of the suggestions are appropriate, you can make your own correction directly in the body of the document.

    2) UTILISING THE BENEFITS OF MAIL MERGE – This feature allows us to send out bulk emails, but consequently with unique elements. For example, we could produce a series of labels or envelopes for a large mailing, an email or letter that includes names and addresses and other details or a ‘directory’. Users simply create one document that contains the information that will be the same in each version, and then add placeholders for the information that will be unique to each version.

    How to set the advanced properties of a word document

    If you just want to send a single letter to one of your Outlook contacts, there may be no need to use mail merge at all. Word has an Address Book button that allows you to select and insert address details from Outlook. Just right-click in the Quick Access Toolbar and choose Customise Quick Access Toolbar, Choose commands from: Commands Not in the Ribbon and Address Book should be near the top.

    3) FIND & REPLACE – Save precious time with this effective Word feature. Word Replace can search for all occurrences of a particular word, phrase or set of characters and replace them with an alternative. You will be given the option to replace all occurrences or to move through them individually, accepting or rejecting each change.

    How to set the advanced properties of a word document

    Here we are choosing to replace Word 2007 with Word 2010. Clicking the Replace All button will change all occurrences of the Find what term with the Replace with term in the entire document or the selected area and then report the number of changes made. Alternatively, Find Next will select the next occurrence of the term so you can use the Replace button to replace it or the Find Next button to leave it unaltered, and select the next candidate for replace.

    4) INSERTING WATERMARKS – If you’re sending an important document or draft sample, you want to be able to protect your content without having to edit much of it. Insert a watermark specific to your objectives via the page layout button. You can also customise your own watermark, and also insert your own picture. This is great to insert your brand logo, for reports your business may produce or any other document.

    How to set the advanced properties of a word document

    Don’t forget to save your file as a PDF document first, so that whoever you send the document to can’t edit or remove the watermark you have inserted.

    How to set the advanced properties of a word document

    5) INSERTING YOUR HEADER & FOOTER – It’s important to use the space in your header and footer to save space in other areas of your document. This also makes your file have a professional look that can include the page numbers across the whole document for example. However, what people don’t seem to take advantage of, is the fact that they can insert images, more specifically a company logo or an image in context with the document’s overall theme.

    How to set the advanced properties of a word document

    When inserting images or text within the header or footer, it is automatically applied to the whole document, saving you time and effectively providing a consistent theme to your work.

    6) USING HYPERLINKS STRATEGICALLY – One of the best ways to give your Word document that extra cutting edge is to insert hyperlinks on images and text to make your document interactive (by right clicking on the text/image and clicking hyperlink, you can then select where you wish to direct the user to) where possible. A great way to further utilise this tool, is to direct users to another article or web page that has your digital footprint all over.

    How to set the advanced properties of a word document

    These features are just a few of Microsoft Word’s user friendly tools that can be implemented rather easil. However basic they may sound, they will provide you with the extra confidence and skills needed to shine with Microsoft Word. Check out our Microsoft Word syllabus to discover other areas of Microsoft Word you might be interested in learning.

    How to set the advanced properties of a word document

    Here’s a quick snippet that details how to get and set custom document properties in Microsoft Word 2010 documents:

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    How to set the advanced properties of a word document

    4 thoughts on “ Get and Set Microsoft Word Custom Document Properties ”

    I’ve been trying to get this to work on two different Windows 10 computers, one running Office 2013 (msi) and the other running Office 2016 (msi). I get an error stating “Object reference not set to an instance of an object” on line 10 ( $customPropertiesType = $customProperties . GetType ( )).

    Interestingly, this problem does not occur on a Windows Server 2012 R2 machine running Office 2013. I’ve tried similar scripts from the scripting guys and other sites, but this same problem keeps arising. I don’t know enough about theses objects and methods to understand why this would work in Windows Server 2012R2 but not on Windows 10. Any ideas?

    I have the same issue…do you have a workaround ?

    I solved this by disabling line 10. And replace every “ $customPropertiesType ” by “[System.__ComObject]”, line 16 and 21.

    I’m also having the same issue with line

    $customPropertiesType = $customProperties . GetType ( )

    As suggested I’ll replace it with [System.__ComObject]

    Last Updated: 4th August, 2021

    1. Select the File menu tab and then select Info , ifnecessary.
    2. Select Check for Issues and then select Inspect Document.
    3. In the Document Inspector dialog box, check the boxes toinspect for certain data and then click Inspect .
    4. In the results, select Remove All to remove anyfound data.

    Moreover, how do I insert document properties in Word 2016?

    1. Click the File tab.
    2. Click Info to view the document properties.
    3. To add or change properties, hover your pointer over theproperty you want to update and enter the information.
    4. Click the File tab again to return to your document. Anychanges you made will be saved automatically. Optional steps:

    Subsequently, question is, how do you remove the author in Word 2016? Select the Info tab on the left-side pane. Then on theright side, click on Properties and click Advanced Properties. Step3: After the Properties dialog opens, select the Summary tab. Thenin the Author box delete the original authorname and type a new author name, and click OK to savethe changes.

    Also know, how do I change the status property of a document to draft in Word 2016?

    More Information

    1. Click the Microsoft Office Button, and then click WordOptions.
    2. Click Advanced.
    3. Under General, click to select the Allow opening a document inDraft view check box.
    4. Click OK.
    5. On the View tab, click Draft in the Document Views group.

    How do I permanently remove track changes from a Word document?

    The only way to remove tracked changes in a document is toaccept or reject them.

    1. Accept/Delete a single tracked change: Open your document. Onthe Review tab, in the Changes group, choose Next or Previous.
    2. Accept/Delete all tracked changes: Open your document.