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How to rename a bookmark in microsoft word using a free add-in

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 rename a bookmark in microsoft word using a free add-in

Bookmarks in Word are useful for navigating through your document, allowing you to quickly jump to specific parts of it. You can add and remove bookmarks, but Word does not let you rename them. However, we’ll show you a way around that limitation.

For example, maybe you initially named your bookmarks Bookmark1, Bookmark2, etc. and now you want to give them more meaningful names. The free add-in, Bookmark Tool, allows you to rename your bookmarks, as well as perform other tasks on your bookmarks. First, download Bookmark Tool and extract the downloaded file. The files are actually Word templates containing macros that provide the functionality for working with bookmarks.

NOTE: The templates are in the old file format from Word 2003 and earlier (.dot). However, they work just fine in Word 2007 and later versions (which normally use the newer .dotx format).

How to rename a bookmark in microsoft word using a free add-in

The quick and easy way to install and manage Word add-ins is on the Developer tab on the ribbon, so that’s the method we’re going to use to add the Bookmark Tool add-in to Word. If you don’t see the Developer tab, you’ll need to enable it, and then click on it once it’s enabled.

How to rename a bookmark in microsoft word using a free add-in

In the Add-ins section, click “Word Add-ins”.

How to rename a bookmark in microsoft word using a free add-in

The Templates and Add-ins dialog box displays. On the Templates tab, click “Add”.

How to rename a bookmark in microsoft word using a free add-in

On the Add Template dialog box, navigate to the folder containing the template files you extracted. Select the “” file and click “OK”.

How to rename a bookmark in microsoft word using a free add-in

The template file is added to the list in the Global templates and add-ins section on the Templates tab. Make sure the template file is checked and click “OK”.

NOTE: If you want to temporarily disable an add-in, you can simply uncheck the add-in on the Templates and Add-ins dialog box, rather than removing it.

How to rename a bookmark in microsoft word using a free add-in

By default, Word automatically disables macros to protect you from any potentially unsafe, active content in your documents. A yellow Security Warning message bar displays under the ribbon. We’ve tested these template files and they are safe. So, click “Enable Content” so the macros in the template file you added can run.

How to rename a bookmark in microsoft word using a free add-in

Click on the Add-ins tab that was added to the ribbon.

How to rename a bookmark in microsoft word using a free add-in

In the Custom Toolbars section of the Add-ins tab, click “Open Bookmarker”.

How to rename a bookmark in microsoft word using a free add-in

The Bookmark Tool dialog box displays. All the bookmarks in the current document display in the list box below the Browse button. Click on the bookmark you want to rename. Word jumps to that bookmark in the document and selects it. Then, select the “Rename selected bookmark” check box.

NOTE: You can also use the “Browse” button to browse through your bookmarks.

How to rename a bookmark in microsoft word using a free add-in

If you haven’t selected a bookmark in the list to rename, you’ll see the following dialog box. Click “OK” and then select a bookmark.

How to rename a bookmark in microsoft word using a free add-in

Once you’ve selected a bookmark, enter a new name for that bookmark in the edit box in the Add/Rename Bookmark section and then click “Rename”.

How to rename a bookmark in microsoft word using a free add-in

If you have other bookmarks in the current document you want to rename, follow the same procedure above for each one. Click “Close” when you’re done.

How to rename a bookmark in microsoft word using a free add-in

The new names for the bookmarks also display in Word’s Bookmark dialog box. To access bookmarks in Word, click the “Insert” tab.

How to rename a bookmark in microsoft word using a free add-in

Then, click “Bookmark” in the Links section. You may have to click the “Links” button to access the tools in that section, if you’ve resized your Word window down in size. If your Word window is wide enough, all three tools in the Links section will be available directly on the tab and not as a drop-down menu.

How to rename a bookmark in microsoft word using a free add-in

The Bookmark dialog box lists all the bookmarks in your document, including the new names you assigned using the Bookmark Tool. You can jump to bookmarks using this standard Bookmark dialog box in Word, but notice that it’s lacking all the other tools provided in the Bookmark Tool.

How to rename a bookmark in microsoft word using a free add-in

The Bookmark dialog box in word allows you to add new bookmarks to your document by highlighting text in your document while the Bookmark dialog box is open, entering a name for the bookmark in the edit box in the Bookmark name edit box, and clicking “Add”. You can add new bookmarks the same way using the Add/Rename Bookmark section of the Bookmark Tool. In addition, you can move bookmarks with granular precision using the various spinner arrow buttons in the Reposition section and delete bookmarks with or without deleting the text range (if you selected text when creating the bookmark). The Bookmark Tool add-in expands on the bookmark functionality in Word, adding several useful tools.

In the bellowing article, we would like to provide you with 2 correct ways to change a bookmark name in your Word document.

While drafting a long Word document, bookmarks and cross-references can become our best friend by saving us a lot of time re-explaining the same point. However, unexpected issue can occur. For example, if you change a bookmark name and update the cross-references, you will certainly fail and end with reference errors such as bellow:

The reason is that the time you alter the bookmark name, you accidentally deleted the bookmark itself. Now we will show you 2 methods to address this problem.

Method 1: Change the Bookmark Name and Update Cross-references Manually

  1. To start off, click “Insert” tab then click “Bookmark” in “Links” group. Click “Bookmark”” svg+xml,%3Csvg%20xmlns=’’%20viewBox=’0%200%20384%20133’%3E%3C/svg%3E” alt=”Click “Insert”->Click “Bookmark”” width=”384″ height=”133″ data-lazy-srcset=” 384w,×104.jpg 300w” data-lazy-sizes=”(max-width: 384px) 100vw, 384px” data-lazy-src=”” />
  2. Next click to select the target bookmark and click “Go To”.
  3. You will see the bookmark texts are in selection by then. Click “Delete”. Click “Go To”->Click “Delete”” svg+xml,%3Csvg%20xmlns=’’%20viewBox=’0%200%20600%20426’%3E%3C/svg%3E” alt=”Choose Bookmark->Click “Go To”->Click “Delete”” width=”600″ height=”426″ data-lazy-srcset=” 600w,×213.jpg 300w,×355.jpg 500w” data-lazy-sizes=”(max-width: 600px) 100vw, 600px” data-lazy-src=”” />
  4. Then enter a new bookmark name and click “Add”.
  5. Press “Alt+ F9” to show the field codes.How to rename a bookmark in microsoft word using a free add-in
  6. In case you have multiple cross-references, we recommend you using “Find and Replace” function. Just press “Ctrl+ H” to invoke the “Find and Replace” dialog box.
  7. Now enter “REF DWORDR” in “Find what” text box and “REF DWORDR2” in the “Replace with” one. “DWORDR” is the original bookmark name and “DWORDR2” is the new one.
  8. Next click “Replace All”. Click “Replace All”” svg+xml,%3Csvg%20xmlns=’’%20viewBox=’0%200%20565%20234’%3E%3C/svg%3E” alt=”Enter bookmark names ->Click “Replace All”” width=”565″ height=”234″ data-lazy-srcset=” 565w,×124.jpg 300w,×207.jpg 500w” data-lazy-sizes=”(max-width: 565px) 100vw, 565px” data-lazy-src=”” />
  9. Close the “Find and Replace” box and press “Alt+ F9” to show the reference contents again.
  10. Then press “Ctrl+ A” and “F9” next to update all fields in the document.

When you move cursor over the cross-reference, you can see the new bookmark name on the screen tip box.How to rename a bookmark in microsoft word using a free add-in

Method 2: Change the Bookmark Name and Update Cross-references via VBA

  1. Firstly, press “Alt+ F11” to trigger VBA editor.
  2. Go to the “Normal” project to insert a new module by clicking “Insert” tab first.
  3. Then choose “Module” on its drop-down menu. Click “Insert”->Click “Module”” svg+xml,%3Csvg%20xmlns=’’%20viewBox=’0%200%20284%20162’%3E%3C/svg%3E” alt=”Click “Normal”->Click “Insert”->Click “Module”” width=”284″ height=”162″ data-lazy-src=”” />
  4. Double click on the newly created module to open the editing space on the right side.
  5. Next paste the following macro there:
  1. Click “Run” or press “F5”. Click “Run”” svg+xml,%3Csvg%20xmlns=’’%20viewBox=’0%200%20827%20699’%3E%3C/svg%3E” alt=”Paste Codes->Click “Run”” width=”827″ height=”699″ data-lazy-srcset=” 827w,×254.jpg 300w,×649.jpg 768w,×423.jpg 500w” data-lazy-sizes=”(max-width: 827px) 100vw, 827px” data-lazy-src=”” />
  2. Now enter the original bookmark name on the first box popping up and click “OK”. Click “OK”” svg+xml,%3Csvg%20xmlns=’’%20viewBox=’0%200%20369%20158’%3E%3C/svg%3E” alt=”Enter the original name->Click “OK”” width=”369″ height=”158″ data-lazy-srcset=” 369w,×128.jpg 300w” data-lazy-sizes=”(max-width: 369px) 100vw, 369px” data-lazy-src=”” />
  3. Enter the new name on the second and click “OK”. Click “OK”” svg+xml,%3Csvg%20xmlns=’’%20viewBox=’0%200%20374%20156’%3E%3C/svg%3E” alt=”Enter new bookmark name->Click “OK”” width=”374″ height=”156″ data-lazy-srcset=” 374w,×125.jpg 300w” data-lazy-sizes=”(max-width: 374px) 100vw, 374px” data-lazy-src=”” />

Lastly, there will be a box showing you the result.How to rename a bookmark in microsoft word using a free add-in

Look after Word Documents

The cost of a corrupted Word document is not confined to staggering business loss but also make people emotionally distraught. Thus it’s extremely necessary to take preventive measures to bypass the unlucky such as backing up documents.

The information, illustrations and code contained in my “Microsoft Word Tips” are provided free and without risk or obligation.

However, the work is mine. If you use it for commercial purposes or benefit from my efforts through income earned or time saved then a donation, however small, will help to ensure the continued availability of this resource.

If you would like to donate, please use the appropriate donate button to access PayPal. Thank you!

T he purpose of this Microsoft Word Tips & Microsoft Word Help page is to introduce and publish my “Bookmark Tool” add-in for Word. Bookmark Tool is intended as either a global or a manually loaded Word add-in. It offers a friendly user interface for doing everything the standard Bookmark Dialog box will do plus much more.

Note: Bookmark Tool was developed for Word 2003. It is wholly functional with Word 2007/2010.

The user interfaces with Bookmark Tool with the Userform shown below.

How to rename a bookmark in microsoft word using a free add-in

The Userform interface is initiated in Word 2003 via a custom toolbar. The Bookmark Tool includes an interactive toolbar to facilitate starting and closing the user interface. The toolbar appears in one of three configurations shown below. You can move the Bookmark Tool Userform out of your way with the mouse or by using the “Show” and “Hide” buttons on the toolbar to facilitate working back and forth between your document and the Bookmark Tool interface.

Note: In Word 2007/2010 similar interactive controls are propagated to the ribbon Add-Ins tab.

The “Sort\Browse” section replicates the sort functionality of the standard dialog with the added ease of clicking your way through the collection of bookmarks using the browse button. Unlike the standard dialog, using the browse button or clicking on individual bookmarks in the browser window will direct Bookmark Tool to automatically seek the location of the bookmark including any bookmarks located outside the main text frame of your documents (the GoTo command in the standard dialog does not do this).

How to rename a bookmark in microsoft word using a free add-in

Note: Bookmarks selected using the tool can be deselected using the “Refresh” button.

The “Delete” section lets you delete all bookmarks or selectively delete individual bookmarks. You can choose to delete just the bookmark or the bookmark and its bounded text range.

With the “Add\Rename Bookmark” section, adding bookmarks is a breeze.

  • As in the standard dialog, you simply select text, type a name in the field, and click “Add.”
  • Unlike the standard dialog, Bookmark Tool restricts key entry to valid bookmark name characters and alerts you if you attempt to create a duplicate bookmark name.
  • You can also use this section to rename an existing bookmark.
  • For the fast and furious, the “QuickMark” button instantaneously adds a sequentially numbered bookmark at the selection. A QuickMark button is available on both the Bookmark Tool main screen and the Bookmark Tool toolbar.

Note: The sequential number for each “QuickMark” is derived from a incrementing number stored in a document variable named “quickMark.” The number increments each time a QuickMark is added to the document and is only reset to 1 whenever all bookmarks (QuickMarks and custom bookmarks) are deleted from the document using one of the Bookmark Tool delete methods. Deleting bookmarks using the standard interface will not reset the sequential counter and existing QuickMarks are not automatically re-sequenced when a QuickMark is selectively deleted using either the document interface or the Bookmark Tool.

With the “Write to Existing Bookmark Range” you can quickly convert existing placeholder bookmarks to encompassing bookmarks or replace the text range in existing encompassing bookmarks.

The “View/Display” section replicates the Word options functionality to show or hide bookmarks in the text and provides a toggle button to quickly apply and remove a highlight to all of your bookmarks.

How to rename a bookmark in microsoft word using a free add-in

The “Reposition Bookmark” section allows you to move an existing bookmark. Simply select the bookmark in the browser and use the spin buttons to shift the bookmark right or left, extend the right or left boundary, pull-in the right or left boundary, or expand or contract the entire bookmark range.

You can download the Bookmark Tool add-in template here: Bookmark Tools. Add the template file to your Word Start-up folder or load it using Tools>Templates and Add-Ins.

1. The Bookmark Tool and Compact Bookmark Tool add-ins are packaged together in the download .zip file. You may install one or both as your needs require.

2. For more on template add-ins and how to load them, see Organizing Your Macros/Template Add-ins at: Installing Macros

That’s it! I hope you have find Bookmark Tool to be a significant time saver in your document production projects.

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A collection of Bookmark objects that represent the bookmarks in the specified selection, range, or document.


Use the Bookmarks property to return the Bookmarks collection for a document, range, or selection. The following example ensures that the bookmark named “temp” exists in the active document before selecting the bookmark.

Use the Add method to set a bookmark for a range in a document. The following example marks the selection by adding a bookmark named “temp”.

Use Bookmarks (index), where index is the bookmark name or index number, to return a single Bookmark object. You must exactly match the spelling (but not necessarily the capitalization) of the bookmark name. The following example selects the bookmark named “temp” in the active document.

The index number represents the position of the bookmark in the Selection or Range object. For the Document object, the index number represents the position of the bookmark in the alphabetical list of bookmarks in the Bookmarks dialog box (click Name to sort the list of bookmarks alphabetically). The following example displays the name of the second bookmark in the Bookmarks collection.

The ShowHidden property effects the number of elements in the Bookmarks collection. If ShowHidden is True, hidden bookmarks are included in the Bookmarks collection.


  • Add
  • Exists
  • Item


  • Application
  • Count
  • Creator
  • DefaultSorting
  • Parent
  • ShowHidden

See also

Support and feedback

Have questions or feedback about Office VBA or this documentation? Please see Office VBA support and feedback for guidance about the ways you can receive support and provide feedback.

The information, illustrations and code contained in my “Microsoft Word Tips” are provided free and without risk or obligation.

However, the work is mine. If you use it for commercial purposes or benefit from my efforts through income earned or time saved then a donation, however small, will help to ensure the continued availability of this resource.

If you would like to donate, please use the appropriate donate button to access PayPal. Thank you!

T his Microsoft Word Tips & Microsoft Word Help page provides a VBA method to globally name/rename and sequence all online (protected) form fields in a document.

Whenever you create a new online (protected) form field, Word automatically assigns a default bookmark designation and sequence number to the field. The default designation is alphanumeric and determined by the type of form field and the number of pre-existing form fields of the same type in the document.

For example, if you open and new blank document and insert a text input form field, a checkbox form field, and a dropdown form field, the document will automatically contain three bookmarks as shown below:

How to rename a bookmark in microsoft word using a free add-in

If you then insert a second text input form field after the first text input form field, Word will automatically bookmark and designate the new field as Text2. Similar results occur if you insert additional checkboxes or dropdowns after existing fields in the document.

A problem arises when you insert new form fields before or in between” existing form fields.

Word will get the “alpha” portion of the designator correct, but the numeric part is strictly sequential and therefore can appear out of sequence.

For example, if you insert a third textinput formfield between the two previously mentioned it will be designated Text3 (i.e., Word does not re-sequence the existing form fields so that the fields appear sequential in the document).

A second problem occurs when you copy and paste existing form fields in a document. Regardless of where form fields are pasted these “cloned” fields have no bookmark designation at all!!

How to rename a bookmark in microsoft word using a free add-in

If you have ever created a form contains lots of form fields, then you know that nothing is faster than copying and pasting the form fields. You will also know that it is then a slow and laborious process to manually select and bookmark each one.

The following macro will do this task for you automatically and as it cycles through each form field in a document it will automatically reassign the proper default bookmark designation:

See: Installing Macros for instructions on how to set up and use the macros provided in this Microsoft Word Help & Microsoft Word Tips page.

After running the macro, all existing formfields are named and indexed with default designations.

How to rename a bookmark in microsoft word using a free add-in

That’s it! I hope you have found this tips page useful and informative.

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I have an Excel worksheet from which I am trying to paste Information into a wordfile “Template” (just a word-document in the layout I want), which contains bookmarks. What I would like to do is:

  1. Copy everything in the word document (including bookmarks)
  2. Replace the bookmarks with the data in my sheet
  3. Go to the bottom of the page, insert a page break and paste the copied Text, including bookmarks
  4. Loop through points 2 & 3 for all the rows in my excel file

I have patched together some code, but I’m unable to get the bookmark to paste the text with the bookmarks still intact. Can any of you help me get there?

1 Answer 1

First try, instead of Copy/Paste, using WordOpenXml. This is much more reliable than copy/paste. Now remember that a Bookmark is a named location, when you copy a section of the document and put it back on another location when the original bookmark is still in place, the new section won’t get the copied Bookmark.

I’ll provide a little bit of code to show this to you:

Now open a new document enter some text by entering =Rand() as text in the document and hit enter Next run the code from the Test macro.

You’ll see that because you delete the bookmark using ActiveDocument.Bookmarks(1).Delete from the original part the first inserted text now contains the bookmark, the second does not.

If you uncomment the ‘ ActiveDocument.Bookmarks(1).Delete line you will see that the bookmark ends up in the second added text part because there is no duplicate bookmark anymore when creating the second section.

So in short, copying a bookmark will not duplicate the bookmark when pasting it, so you need to make sure you either delete the original bookmark or rename the bookmarks to make them unique again. Duplicates is a no go.

In Microsoft Word, the Bookmark feature can help you find or skip to a specific place at ease without scrolling through large blocks of text. Is the Bookmark feature available in Outlook? Of course, Yes! This article will show you how to add bookmarks in Microsoft Outlook, as well as go to or link to a specific bookmark in an email message.

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  • More than 100 advanced features will solve most of your problems in Outlook 2010-2019 and 365. Full features 60-day free trial.

Insert a bookmark in an Email message

It is similar to insert a bookmark in a message as that in Microsoft Word. You can do it as following:

Step 1: Go into the Message window by creating a new email.

Step 2: Put the cursor at the position where you will add a bookmark.

Step 3: Click the Bookmark button in the Links group under the Insert tab.

Step 4: In the Bookmark dialog box, input the bookmark name in the box below the Bookmark name:. See the following screen shot.

Step 5: Click the Add button.

So far you have added a bookmark at the position you selected in Step 2.

Go to a specific bookmark in an Email message

This section will talk about a trick about how to skip to a specific bookmark you created in a short time.

Step 1: Click the Bookmark button in the Links group under Insert tab.

Step 2: In the Bookmark dialog box, select one of bookmarks in the bookmark list.

Step 3: Click the Go to button.

Then the cursor will skip to the position which you added the selected bookmark at.

Link to a bookmark in an Email message

In addition to going to a specific bookmark with the Bookmark feature, you can also skip to a specific bookmark by adding a hyperlink to the bookmark.

Step 1: Select the text or objects that you will add hyperlink to the specific bookmark.

Step 2: Click the Hyperlink button in the Links group under Insert tab.

Step 3: In the Insert Hyperlink dialog box, click the Place in This Document button in Link to: list at left bar.

Step 4: In the tree structure of Select a place in this document:, select the specific bookmark name under the Bookmarks branch.

Step 5: Click OK button.

Now it is added a hyperlink to the specific bookmark for the selected text or objects in the message. You can skip to the specific bookmark with holding the Ctrl key and clicking the linked text or objects at the same time.

What can you customize?

What you can customize: You can personalize your ribbon to arrange tabs and commands in the order you want them, hide or unhide your ribbon, and hide those commands you use less often. Also, you can export or import a customized ribbon.

How to rename a bookmark in microsoft word using a free add-in

What you can’t customize: You can’t reduce the size of your ribbon, or the size of the text or the icons on the ribbon. The only way to do this is to change your display resolution, which would change the size of everything on your page. You can’t change the color of the ribbon, or its icons, but you can change the color scheme that Office uses throughout. For more information see Change the Office theme.

When you customize your ribbon: Your customizations only apply to the Office program you’re working in at the time. For example, if you personalize your ribbon in Word, those same changes won’t be visible in Excel. If you want similar customizations in your other Office apps, you’ll have to open each of those apps to make the same changes.

Hide or show your ribbon

To Hide the ribbon In the top right corner of the app, choose the ^.

To display the ribbon Choose a tab. When the ribbon expands, choose the to pin the ribbon to the top so it stays there.

If you’re using Read Mode, press the Esc key to display your ribbon.

Customize the ribbon

To open Customize the Ribbon and keyboard shortcuts window

Go to File > Options > Customize the Ribbon.

Notes: To save time, you can do multiple additions and changes while the window is open, and only save when you’re done.

To save your changes and see the results, select OK in the customize window.

You can rename a default or custom tab or group. You can only rename commands that you’ve added to a custom group.

Choose a tab, group, or command (custom groups only) to rename in the Customize the Ribbon window.

Select Rename, and type a new name.

Optionally, you can also add an icon from the icon gallery.

I take a lot of photos for this blog, when travelling and have a lot of files for my online shop. I used to type out the file name I wanted to use, then copy and paste that to the next photo and add a 1 at the end (as the file names can’t be the same). Then I’d click the next photo, paste and add a 2 and the end. And repeat.

Well that was taking a long time so I went in search of something that could do that for me but much faster. That program was actually in front of me all along. I’ve been using Adobe Photoshop since 2012 but only discovered Adobe Bridge a few years ago and what a timesaver it’s been!

This post contains affiliate links. If you make a purchase after clicking one of these links I’ll receive a small commission in exchange for referring you (at no extra cost to you).

If you’ve been thinking about investing in other Adobe products I also use and recommend Adobe Photoshop (affiliate link).

With Adobe Bridge you can quickly rename your documents and photos.

Adobe Bridge is available on desktop only, not an iPad.

I mainly use it to quickly rename a lot of similar files for my shop and also my travel photos. You can drop all of your photos into one folder on your computer then use Adobe Bridge to sort the files by type and date modified.

How to quickly rename and organize your files using Adobe Bridge

To enlarge the screen of the video, click the square icon in the bottom right hand corner of the video (it will say ‘full screen’ when you hover your mouse over the icon).

You can select all of the files in the folder at once by pressing CTRL and A on your keyboard. Or if you only want to select a few files to rename, press CTRL and then select the files you want to rename.

Once you have the files you want to rename selected, right click on one of them and select ‘batch rename’

You can type any file name you like. I like to include a description of the file, then an underscore _ and then a sequence number. Adobe Bridge automatically shows you a preview of the new filename so you can see if the name is going to be too long, or if you prefer a space instead of an _ etc.

How to rename a bookmark in microsoft word using a free add-in

So if I was organizing travel photos for one of my travel photobooks, I might sort the files into date order and then rename the file ‘Brussels – Belgium – 1’. With the sequence number set to start at 1, Adobe Bridge would automatically rename the next file ‘Brussels – Belgium – 2’.

For my blog, I rename the images with keywords. So if want my image of this week’s spread to appear in the search results when people type ‘rainbow weekly spread’ then I would include those words in the file name.

In the menu in the screenshot above you can choose to copy or move the photos to a different folder as well – huge timesaver when sorting and organizing photos!

I hope you found this quick tutorial helpful.

So you want to have a form field that is completed by the user, and then have this information populated in various other locations throughout the document, so the user doesn’t have to retype it. This could be ideal for, for instance, a contract where the contractor’s name is filled in throughout the legalese.

This article will help you do that within a protected form.

If you only need to insert a cross reference to a heading or other field in Word, begin at Step 3.

If you only need to insert a cross reference to some text, first select the text, and hit Insert Bookmark and give it a name (no spaces!). Then begin with Step 3.

Step 1. Create the form field.

From the Forms toolbar, insert a text form field by hitting the ab| button and the form field drops into the document at the insertion point, as shown:

Step 2. Change the properties of the form field.

Double-click the form field to bring up the Text Form Field Options window. Tick the Calculate on Exit checkbox.

How to rename a bookmark in microsoft word using a free add-in

This causes an event to fire when the form field is exited, which causes the cross-referenced fields to be updated.

Click in the bookmark name area, and give the bookmark a meaningful name. Our sample used “Contractor”; see below.

Step 3. Insert the cross reference.

From the menu, choose Insert Reference Cross Reference.

How to rename a bookmark in microsoft word using a free add-in

From the Reference type drop-down, choose Bookmark. Select the name of the bookmark you created. Hit Insert. The Cancel button changes to Close. Hit Close to close the cross-reference dialog.

Step 4. Test

To test your cross reference, first protect your document. Then type something into the form field you first created and hit tab to exit the form field. debuted on May 26, 2005. provides examples of Formulas, Functions and Visual Basic procedures for illustration only, without warranty either expressed or implied, including but not limited to the implied warranties of merchantability and/or fitness for a particular purpose. The Formulas, Functions and Visual Basic procedures on this web site are provided “as is” and we do not guarantee that they can be used in all situations.

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In longer documents, it helps to have easy ways to find key information. And one way Microsoft Word lets you do this is with its ‘bookmark’ tool. This lets you mark specific parts of a document, so you can then find them again at the click of a button. But how do these bookmarks work?

How to Add Bookmarks in MS Word

To add a bookmark in a Microsoft Word document, all you need to do is:

  • Highlight the text/image you want to bookmark
  • Go to Insert >Links on the ribbon and click Bookmark

How to rename a bookmark in microsoft word using a free add-inInserting a bookmark.

  • Give the bookmark a name and click Add
  • How to rename a bookmark in microsoft word using a free add-inThe ‘Bookmark’ menu.

    This will mark the highlighted section with a bookmark. Keep in mind that you cannot use spaces in a bookmark name. If you need to separate two words, though, you can use an underscore between them.

    Using Bookmarks to Navigate a Document

    To use bookmarks to navigate a document, you’ll need to:

    • Go to Home >Editing on the main ribbon
    • Click Find and select Go To from the dropdown menu
    • Select ‘Bookmark’ from the list titled Go to What
    • Select a bookmark from the list and click Go To

    How to rename a bookmark in microsoft word using a free add-inSelecting a bookmark.

    This will instantly take you to the bookmarked section of the document.

    Hey, Scripting Guy! How can I insert text into an existing Microsoft Word bookmark?

    Hey, WM. Believe it or not, this turned out to be the most difficult script the Scripting Guy who writes this column has ever had to create. Not because the script itself is very hard; as you’re about to see, it’s not. Instead, for some bizarre reason the Scripting Guy who writes this column found himself absolutely incapable of typing the word bookmarks , a word used repeatedly in the script. Instead, try as he might, he always mistyped this as booksmarks . Surprisingly, the script failed each time it encountered yet another instance of booksmarks .

    And, yes, that does sound like a bug in Microsoft Word, doesn’t it?

    Fortunately, the Scripting Guy who writes this column is not only a lousy typist, but he won’t concede defeat, either. And thus, after several days and several thousand typos, he somehow managed to cobble together the following script:

    Let’s see if we can figure out how this works, preferably without having to use the word booksmarks – uh, bookmarks. As you can see, we start out simply enough, creating an instance of the Word.Application object and then setting the Visible property to True; that gives us a running instance of Microsoft Word that we can see onscreen. We then use this line of code to open the document C:\Scripts\Test.doc:

    We should probably stop here and talk about Test.doc for a moment. Because WM’s question was about modifying existing … things … Test.doc needs to have a few bookmarks predefined. For our sample script, we’re assuming the document has the following three bookmarks:

    In case you’re wondering, our version of Test.doc looks like this, with phrases like indicating the location of the three bookmarks:

    As you probably guessed, we’re going to replace the text of the three bookmarks with the logged-on user’s name and domain, as well as the name of the computer he or she is logged on to. To do that, we first create an instance of the Wscript.Network object and then assign the values of the UserName , UserDomain , and ComputerName properties to the variables strUser, strDomain, and strComputer, respectively. That’s what we do here:

    With that done we’re ready to modify some booksmarks. (Yeah, we know: we misspelled it again. But it’s close enough.) To change the text of the bookmark UserBookmark we use this block of code:

    Like we said, it’s actually pretty easy to locate and modify the text of a bookmark. In the first line of this code block we create a Range object corresponding to the Range property of the bookmark named UserBookmark. To do that, we simply connect to the Bookmarks collection and, more specifically, the bookmark named UserBookmark:

    Why do we even need to create a Range object corresponding to the bookmark’s Range? Well, for whatever reason, a bookmark object doesn’t have a Text property; instead, each bookmark has a Range property that, in turn, has a Text property. It’s a roundabout way of doing things, but to change the text of a bookmark we need to change the text of the bookmark’s Range.

    And, yes, that sounds convoluted, but, fortunately, this is a case of easier done than said. In fact, this one line of code is all we need to set the text value of the bookmark UserBookmark to the value of the variable strUser:

    The third line in our code block is optional; depending on your needs you can leave it out altogether. By default, any time you change the text of a bookmark you delete the bookmark itself. That might or might not be a problem. If it is a problem (that is, if you’d prefer that the bookmark remain in the document, albeit with the newly-modified text) then leave this line of code in place:

    If you don’t care that the bookmark disappears then you can remove the preceding line.

    Oh, right: we should probably mention that the line of code in question simply recreates the bookmark UserBookmark, something it does by calling the collection’s Add method and passing two parameters: the name of the new bookmark and the object variable objRange, which indicates the range (location in the document) for the bookmark.

    The remainder of the script simply follows the exact same process in order to modify the text of DomainBookmark and ComputerBookmark. When all is said and done Test.doc should look something like this:

    Pretty slick, huh?

    Incidentally, here’s another little script you might find handy. This one opens the document Test.doc and then reports back information about all the bookmarks found in that document:

    Most of this should be self-explanatory, which is why we won’t bother to explain any of it. If you do have questions you can take a look at the Microsoft Word VBA Language Reference .

    We truly hope this answers your question, WM; after all, considering how long it took us to write (or at least to type ) the thing, well …. On the other hand, the inability to type the word bookmarks does put the Scripting Guy who writes this column into very rarefied company. For example, did you know that Albert Einstein also had trouble typing the word bookmarks? It’s true: take a look at his proofs for both the general and special theories of relativity: you won’t find a single instance of the word bookmarks. Coincidence? We think not.

    The favorites function is mainly to store valuable websites or often viewed websites, this will save more times to type a website or find a website. As the default browser of Windows 10, Microsoft Edge favorites is also very powerful.

    Here are some Microsoft Edge favorites settings such as add a website to favorites, import bookmarks to Edge, export favorites to the local disk, etc.


    How to Add a Website to Favorites?

    Sometimes, when you find a useful or funny website and you want to save it to the browser and view it the next time or share to others. The next step can do easily.

    1. When you enter NETFLIX and want to save it to your browser, you can click the Favorites icon next to the book icon.

    How to rename a bookmark in microsoft word using a free add-in

    2. After that, you can rename the website, choose the save folder or create a new folder to put this website, then click OK.

    How to rename a bookmark in microsoft word using a free add-in

    Tips: If you want to manage all the added websites, you can create different folders. Of course, you can also add the website to reading list.

    Where Are Your Favorites in Microsoft Edge?

    Microsoft Edge has many powerful functions. So in some condition, find something such as favorites may difficult for some people. If you have already add a new website to the favorites, where can you find it to open it fast next time?

    On the upper-right corner, click Hub > Favorites, after that you will see your favorites list or favorites folders.

    How to rename a bookmark in microsoft word using a free add-in

    How to Import Favorites/Bookmarks to Microsoft Edge?

    Bookmarks is very convenient when using it to the browser. Because if you have many websites, you can make it as a bookmark and export from a browser or import it to a browser one time, all websites are added. So here is the solution of how to import local favorites/bookmarks from your Google Chrome, Firefox to Microsoft Edge directly.

    1. Open Microsoft Edge.

    2. Click the Hub icon, and then choose Favorites It is a pentagram. And you can see your favorites here. If you does not add one favorite website, you can click Import favorites.

    How to rename a bookmark in microsoft word using a free add-in

    3. Here you can choose Internet Explorer, Chrome, Firefox and other browser installed on your computer, and then click Import.

    How to rename a bookmark in microsoft word using a free add-in

    4. After that, the Firefox favorite bookmarks will import to the Microsoft Edge. And you click View imported favorites to see these favorite websites.

    How to rename a bookmark in microsoft word using a free add-in

    This way will import your favorites and bookmarks from other browsers to Microsoft Edge directly. It does not need you to export the favorites or bookmarks from the other browsers before.

    How to Import Local Bookmarks to Microsoft Edge?

    Besides of the favorite folders you can add to the Microsoft Edge, you can also add the local bookmarks to the Microsoft Edge. For example, if you have a bookmark file that exported from Firefox or Google Chrome, you can also import it to Edge.

    In Microsoft Edge favorites settings, there is an option of Import or export a file.

    1. Open the favorites settings and click Import files.

    2. Click Import from file. This will help open local disk.

    How to rename a bookmark in microsoft word using a free add-in

    3. Find the local .html or .htm bookmark file and then click OK.

    How to rename a bookmark in microsoft word using a free add-in

    After that, your local bookmark is added to Microsoft Edge. You can view it on the Hub > Favorites.

    How to Export Favorites from Microsoft Edge?

    Of course, you know how to import favorites or bookmarks to Microsoft Edge, the way how to export it from Microsoft Edge is also very easy. You can export the favorites or bookmarks and import it to Google Chrome, Firefox or other browsers.

    Maybe someone had already find from the Microsoft settings but does not find how to export the favorites or bookmarks. Do not worry, you can follow the next way to do it.

    1. Click Hub > Favorites Icons > Settings to enter favorites settings center.

    How to rename a bookmark in microsoft word using a free add-in

    2. Scroll down the toolbar to choose Import from another Browser.

    How to rename a bookmark in microsoft word using a free add-in

    3. Scroll down the toolbar to click Export to file.

    How to rename a bookmark in microsoft word using a free add-in

    After that, choose a local space to store the exported .html file. And you can open it, you will find there are websites list. You can import it to other browsers.

    How to Show Favorites Bar on the Top of Microsoft Edge?

    In default, after you add a website to Edge favorites, it will not show on the top of browser. This is inconveniently. So how to make the important favorite websites show on the browser? You can enter the favorites settings to open it.

    1. Click Hub > Favorites Icons > Settings to enter favorites settings center.

    How to rename a bookmark in microsoft word using a free add-in

    2. Turn on Show the favorites bar, you will find the favorite websites are list in the top of Edge. The favorites bar is below the address bar.

    How to rename a bookmark in microsoft word using a free add-in

    And if you want to show more website, you can turn on Show only icons on the favorites bar.

    You can follow this article to manage your Microsoft Edge favorite websites or favorite bar.

    I often use bookmarks in Word in order to create technical documents with internal links to citations and commonly used information that needs to be consistent throughout the document. You can create them by selecting the text and then going to the menu Insert -> Links -> Bookmark and assigning a name, then going to Insert -> Links -> Citations and selecting the bookmark to insert. This will then insert the text of that bookmark elsewhere in the document.

    As an example of why I do this: I often have a front page listing the document state and that information is then repeated in the footer, using a bookmark I can set up a link to that text and then simply insert that link in the footer and it will update automatically whenever I go to the print preview or update all fields in the document. This way I can avoid doing a search and replace and just know that the correct text will be updated in the correct places.

    How to rename a bookmark in microsoft word using a free add-in

    Now lets say I have a bookmark that I’ve just roughly named, just to get it into place:
    How to rename a bookmark in microsoft word using a free add-in

    There is no right-click to rename a bookmark and I cannot find any document property that will let me amend it.

    I am able to insert a NEW bookmark by selecting the same text and then deleting the old one but then you get this:
    How to rename a bookmark in microsoft word using a free add-in

    You then have to right click the field and point it back at the (now effectively renamed) bookmark.

    This isn’t completely usable, especially in a large document where this bookmark is used multiple times.

    I have Googled around and seen several VBA scripts on the web such as in this question but as they effectively create a new boomark and delete the old one they create the same problem as above and are less than ideal.

    Is there a simpler or more effective way to rename bookmarks in Word documents? Or am I possibly using the Wrong Tool™ for this job?

    PDF files are one of the most widely used formats in business. And why shouldn’t they be?

    They’re simple to create, view, print, and share. Plus, with the right tools, you can easily edit them. They’re also convenient, allowing you to view them on any device, including mobile.

    Since most of the work we do today is done via the web, it makes sense to be able to include hyperlinks in your PDF documents.

    So we’re going to explore some of the options for doing so.

    Let’s get started!

    Why Add Hyperlinks to a PDF Document?

    The purpose of the PDF will determine why you’d need to add hyperlinks to the document. For instance, if it’s an e-book, you may want to include resources from your website.

    In this case, you’re adding what’s known as external links. These take the reader to another area on the web.

    On the other hand, you may want to link to a specific section of a long document. If you organize it with headings and subheadings, this should be simple to do.

    You can link to the headings in the document so readers can quickly find what they’re looking for. You may have even read e-books that come with a clickable table of contents.

    At the end of the day, hyperlinks can help organize your document so readers can find what they need. And you can use them to beef up your content with outside resources.

    So how do you add these hyperlinks? Well, it depends on the platform you’re using.

    Let’s review your options.

    Creating Hyperlinks in PDF Using Adobe

    If you’re using Adobe software, then you can use the platform to insert hyperlinks into your PDF document. This program also allows you to edit PDFs, such as deleting sentences, changing the font size, and inserting hyperlinks and page numbers.

    To add hyperlinks, just take the following steps:

    1. Open your PDF document using Adobe.
    2. Click on Tools > Edit PDF > Link. Then select “Add/Edit Web or Document Link. Next, drag a box to where you want to add the hyperlink to.
    3. Last, save the file, and it will add the hyperlink to the document.

    Creating Hyperlinks in PDF Using Word

    In the more recent versions of Microsoft Word, you’re able to open PDFs in the software. It also allows you to manipulate the document as Adobe does.

    To add a hyperlink, just following these steps:

    1. Open Microsoft Word software.
    2. Go to File > Open and select the PDF you’d like to edit. You’ll see a dialogue box — just hit “OK” to begin importing the PDF.
    3. Now, you’ll be able to edit the PDF and add the hyperlink to the area you want. Afterward, export the file as a PDF.

    Do note that some people have issues with uploading PDFs to Word because it changes the original layout. So you may have to readjust the format to make it look the way you desire.

    Also, this will only work if you’re using Microsoft Word 2016 or later.

    Creating Hyperlinks in PDF Using Google Docs

    Maybe you’re more into the digital way of doing things. If so, then you’re likely in the cloud.

    Google Docs is a popular tool that can create PDF documents. However, you’re not able to use it to manipulate one.

    So you’ll need to plan ahead by using it to write up the content of your PDF and add links to it before you convert it.

    Simply highlight the text you’d like to hyperlink and press Cntrl + K or the link button in the toolbar.

    Once you’ve inserted all of your links, you can go to File > Download as > PDF Document.

    Alternative Options for Inserting Hyperlinks Into PDFs Using Word

    Now, what if you don’t have or like using these tools? Well, there are alternative options you can use.

    For example, you can use an online conversion tool to transform your PDF into a Word document. From here, you’re able to insert your hyperlink and then convert the document back into a PDF.

    You can find a large number of PDF converter tools online. Most of them allow you to convert both native and scanned PDFs.

    There are two great options to consider — Cisdem for Mac users and Readiris for PC users.

    Cisderm is an excellent choice because it allows you to insert hyperlinks into scanned PDFs. And when you export it, it creates a high-quality PDF.

    Plus, it comes with the ability to convert batches of PDFs into editable formats. Other features it comes with include creating, protecting, unprotecting, and compressing PDF documents.

    Then for PC users, the Readiris tool allows you to add hyperlinks to your PDF documents directly. Some of the other options you can consider are PDFelement, PDFescape, and Bluebeam.

    With PDFescape, you just visit their website, upload your PDF, and then drag in a box to the text area you want to insert the link.

    Once you’re done, you download the PDF, which should now have the hyperlink added.

    Adding Hyperlinks is Simple!

    Now that you have several tools for inserting hyperlinks into your PDFs, it’s time to get started. Use hyperlinks to make your content easier to skim through and more resourceful.

    Then if you need to have PDFs signed by others, you can always use tools like eversign.

    You can also use this platform to keep all of your signed documents in order and improve accessibility.

    So give these tools a try to see what works best for you. Let us know in the comments which you decide to use!

    Effective search is a critically important feature of any application and search within Microsoft 365 productivity apps and the broader Microsoft ecosystem is no exception. With content spread across a plethora of services nowadays, it’s more important than ever before to quickly find the information you need in an easy, intuitive way from whichever app you happen to be using and whatever device you happen to be using it on.

    If you’re familiar with the Classic search experience in SharePoint and how it could be customized to suit unique business needs, you are likely anxiously waiting for those same customizations to be made available in Modern search as well such as: custom refiners, verticals, result types, and modern display templates. This is the Microsoft Search roadmap shared at SharePoint Conference 2019 where many of these features were slated for deployment later in the year.

    How to rename a bookmark in microsoft word using a free add-inMicrosoft Search Roadmap from SPC19 (May 2019)

    Skip ahead to present day (June 2020) and some of the items listed above have rolled out to tenants and allow for customization to modern Microsoft Search to improve the end-user experience.

    This post is focusing on one that has been around for awhile – bookmarks!

    The introduction of the Unified search experience, Microsoft Search, goes far beyond “just SharePoint” – it is built on Microsoft Graph and Bing technology and, over time, will provide a common search experience across all Microsoft 365 productivity apps and the broader Microsoft ecosystem: Bing,, SharePoint, Edge, Windows, PowerPoint, Outlook, OneDrive, Stream, Yammer, Word, Teams, and OneNote.

    Users can use any Microsoft Search box and get quickly back to what they were doing, see suggested results, and have results targeted to their specific group within your organization.

    As fantastic as Microsoft Search is right now (and getting better over time), to tailor the experience for your own organization, my recommendation is to dedicate some time, effort, and resources to the administration of search to give the users in your organization an exceptional search experience.

    Microsoft Search is on by default and any administration you do applies to all apps using it. Based on the Microsoft Search Usage Guide, there are 5 quick and easy things you can do with Microsoft Search:

    1. Find people and files
    2. Get directions
    3. Discover conversations
    4. Ask for information without asking
    5. Bookmark useful information

    I’m going to demonstrate the 5th item above… Bookmarks.


    Bookmarks are a smart way to provide curated results based on search terms. The result can be any internal or external site (keeping in mind any authentication requirements a website may require).

    Microsoft Search is configured from the Microsoft 365 Admin center under Settings. It comes with 19 pre-published bookmarks, several suggested bookmarks you can optionally choose to publish, and an option to create your own custom ones. For this post, I’ll create a custom bookmark to go to a public website… my blog.

    Click +Add New to create a new Bookmark. Enter the details of the bookmark providing the title, URL, description and keywords used in the search query to trigger showing the bookmark:

    How to rename a bookmark in microsoft word using a free add-in

    There are additional detailed settings to be entered as required:

    How to rename a bookmark in microsoft word using a free add-in

    How cool is that? You can integrate a Power App right in the Bookmark so users can complete their task directly from the bookmark. This would be a great use-case for requesting a new SharePoint site, signing up for an event, etc.

    For my example, I’ve left all additional settings as default.

    The result? When I search for blog, the following Bookmark is displayed at the top of the search results:

    How to rename a bookmark in microsoft word using a free add-in

    If you use the same keyword for another bookmark, it will show up as a Related link on the original bookmark result. In this example, I’ve configured the keyword blog for 2 bookmarks: Joanne’s Blog and Joanne’s MVP Profile:

    How to rename a bookmark in microsoft word using a free add-in

    If you use the Bing search engine 🙂 and you’re signed into your Office 365 account, you will see the Bookmark show up there too!

    How to rename a bookmark in microsoft word using a free add-in

    Important! Bookmarks are NOT security-trimmed. If you want a bookmark to only show for select individuals, you must use the Groups setting in the bookmark definition to target a security group.

    Practical Use-cases for your organization…

    I chose my blog website for demonstration purposes, however practical use-cases for bookmarks in your organization would more likely be any internal websites you use inside and outside of Office 365 (Loan application system, HR system, Servicedesk system, commonly used Office 365 modern page, etc., or any public website your staff frequently access).

    • search for ‘help’ and show a bookmark for your Service Desk
    • search for and show a bookmark linking to it
    • search for ‘vacation’ and show a bookmark for your organizational vacation policy
    • search for ‘holiday’ and show a bookmark to a modern page with the 2019 corporate holiday schedule (below)

    How to rename a bookmark in microsoft word using a free add-in

    Start now!

    Find out what users in your organization are searching for by viewing the Top Queries on the Microsoft Search page and build your own bookmarks to make it easier for them to find what they’re looking for! Good search governance means you should assign a search administrator to keep these bookmarks fresh, relevant, and linking to valid URLs. It’s a good time investment that will pay back many times over in time saved by users searching for content across your organization.

    Thanks for reading (and happy bookmarking)!

    Breaking up a longer document, such as a dissertation or manuscript, into chapters will make it much easier to read. And if you do this, adding chapter headers will help your reader navigate the document quickly and easily. But how does this work in Microsoft Word? Let us explain.

    Chapter Headers in Microsoft Word

    Adding chapter headers to a Microsoft Word document requires three things:

    1. Using a Heading style for your chapter headings
    2. Adding section breaks between chapters
    3. Generating the chapter headers

    This might seem complex, but each step is simple. Read on to find out more.

    Step One: Applying Heading Styles

    The Heading styles in Word are used for headings and subheadings. Chapter titles are the main headings in a document, so they would usually be formatted with Heading 1. Whichever style you use, though, to prepare for applying chapter headers you should:

    • Select a style and customize it as required
    • Go through your work applying the chosen style to all chapter headings

    Heading styles.

    Make sure to only use this style for chapter titles (you can use the other Heading styles for subheadings within chapters). This will let Microsoft Word tell the chapter titles apart from other text.

    Step Two: Adding Section Breaks

    Next, we need to add section breaks between chapters. Usually, you will want each chapter to start on a new page. You can do this throughout your document as follows:

    Find this useful?

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    • Find the first chapter title
    • Place the cursor before the heading
    • Go to Layout >Page Setup on the main ribbon
    • Click Breaks and select Next Page from the dropdown menu
    • Repeat for each chapter in the document

    How to rename a bookmark in microsoft word using a free add-inAdding a section break.

    Doing this will tell Microsoft Word where each chapter starts and ends.

    Step Three: Creating Chapter Headers

    All we need to do now is tell Microsoft Word what goes in each header. To do this, we first need to make sure that the headers in each section are separated from one another. To do this:

    • Go to the first chapter in your document
    • Open the header by going to Insert >Header & Footer >Header >Edit Header on the ribbon
    • With the header selected, go to Design >Navigation
    • Deselect Link to Previous
    • Repeat for each section of the document

    How to rename a bookmark in microsoft word using a free add-inUnlinking sections.

    And finally, to create the chapter headers themselves, all you need to do is:

    • Open the header in the first chapter
    • Go to References >Captions >Cross-reference
    • Select Heading from the menu as your reference type
    • Pick the relevant chapter title and click Insert
    • Repeat for each chapter of your document

    How to rename a bookmark in microsoft word using a free add-inAdding chapter headers.

    This will insert the text formatted with the selected Heading style at the top of each page in each section. You can also apply the same header throughout multiple sections by leaving the Link to Previous option selected for each section after the first.

    If you later update your chapter titles, don’t forget to update your chapter headers! Getting your work proofread is a great way of making sure you don’t miss issues like this, so get in touch today.

    27 September 2020

    We’ve received a lot of feedback and questions about Word’s Table of Contents. Many questions come down to a core misunderstanding about Word – what Word calls ‘Headings’ aren’t really headings at all – they are outline levels.

    ‘Headings’ are different from ‘Outline Levels’ but sometimes Microsoft uses the term ‘Headings’ wrongly so confusion is understandable.

    Have a look at this Table of Contents. It’s a genuine TOC made by Word … but look at the Navigation Pane on left.

    How to rename a bookmark in microsoft word using a free add-in

    Normally the Table of Contents and Navigation Pane are almost the same.

    This one is blank! Why?

    The document has headings, you can see them in the Table of Contents on right. So they should also appear in the Navigation Pane too?

    No. A Table of Contents can be built without the essential part of the Navigation Pane – the Outline Level.

    This problem is most likely to happen if you’ve created custom heading styles and by-passed the in-built ‘Heading n’ styles. When making the custom heading styles, setting the Outline Level is often (and understandably) overlooked.

    According to Microsoft you can apply ‘Heading’ styles to fill in the Navigation Pane – but that’s not entirely true.

    Outline Levels

    What are ‘Outline Levels’?

    Outline Levels are Word’s way of organizing a document into the ‘tree’ structure that Microsoft calls an ‘interactive outline’. It’s better known as the Navigation Pane or Outline View.

    The in-built Heading styles are linked to matching outline levels. ‘Heading 1’ style has outline level 1, ‘Heading 2’ style has outline level 2 and so on.

    But the two can be separate properties.

    • Outline Levels don’t have to be headings.
    • Headings don’t necessarily have an outline level (but they usually will).

    Mixed up terminology

    Confusion arises because Microsoft uses the term ‘Headings’ when they should say ‘Outline Level’.

    One example is the options available when saving to the PDF format. The dialog box talks about creating PDF bookmarks using ‘Headings’.

    How to rename a bookmark in microsoft word using a free add-in

    But that’s not true at all. The PDF bookmarks are created from Outline Levels – not Headings.

    We’ve heard from readers who can’t understand why their document with a nice Table of Contents can’t create a PDF bookmark ‘tree’ (similar to Word’s Navigation Pane). In fact, the ‘Headings’ option is greyed out/disabled because there are no outline levels in the document.

    Setting Outline Levels

    Outline Levels are set in the Paragraph properties.

    You can change the Outline Level for an individual paragraph but, more likely, you’ll change it in a style.

    In Style settings choose Format | Paragraph and change the Outline Level.

    How to rename a bookmark in microsoft word using a free add-in

    As you can see in the style summary, the term ‘Level 1’ appears. If you look at any of the in-built Heading styles, you’ll see the outline level listed in the style summary. Here’s the default Heading 3 summary:

    Body Text

    The default Outline Level is ‘Body Text’ – meaning that the paragraph does NOT appear in an outline view, Navigation Pane or Table of Contents based on outline levels. No ‘Level ‘ is shown in the style summary.

    The Outline Level ‘Body Text’ has no direct link to the Style of the same name. The ‘Body Text’ style (like ‘Normal’ style) will usually be set to the ‘Body Text’ outline level – but that’s a coincidence of naming, nothing more. You could change the ‘Body Text’ style to have another Outline Level but you’d get a very messy Table of Contents and Navigation Pane!

    It may have been better if the ‘Body Text’ outline level was called ‘None’ – but we’re stuck with it now.

    Microsoft Edge is the default web browser on Windows 10 and Windows 11. It may also be installed on other operating systems, including Windows 7 and 8.1, Android, Mac OS and on Linux distributions.

    How to rename a bookmark in microsoft word using a free add-in

    If things go wrong when using Edge, resetting may be an option to resolve the issue and repair Microsoft Edge. It should be seen as a last resort attempt at fixing an issue, as it will clear user data from Edge.

    Microsoft Edge has an option to reset the browser from within the Settings, but the data that is restored to the default is limited. In this guide, you will learn how to reset Edge on Windows using this built-in option but also another option that resets all user data to the default.

    Reset Microsoft Edge

    The built-in Reset option of Microsoft Edge

    How to rename a bookmark in microsoft word using a free add-in

    The built-in option is the quickest option, provided that Edge is still starting and that you can load pages using the browser.

    This will reset your startup page, new tab page, search engine, and pinned tabs. It will also turn off all extensions and clear temporary data like cookies. Your favorites, history and saved passwords will not be cleared.

    It is a simple process, as described below:

    1. Load edge://settings/resetProfileSettings in the browser’s address bar.
    2. Select the Reset option.

    The reset option makes the following changes:

    • Resets the startup page.
    • Resets the new tab page.
    • Resets the search engine.
    • Resets pinned tabs.
    • Turn off all extensions.
    • Temporary Internet Data is cleared (including cookies).

    The feature does not clear the browser’s favorites, the browsing history or the saved passwords.

    Manually resetting Microsoft Edge

    How to rename a bookmark in microsoft word using a free add-in

    The following method is more advanced, as it will remove any user data from Edge; you will end up with a default profile for Edge, which means that the first run wizard is displayed again when you open Edge after performing the task.

    Note: this method removes everything, including passwords, bookmarks, installed extensions, or the browsing history. You may sign-in using a Microsoft Account after the reset completes to regain some data if Sync has been used previously.

    1. Close Microsoft Edge if the browser is open.
    2. Open File Explorer on the system.
    3. Navigate to C:\Users\[USERNAME]\AppData\Local\Microsoft\Edge\User Data. Make sure you replace [USERNAME] with the username of the logged in user (or browse the structure manually.
    4. Rename the folder Default to something else, e.g. Default-Backup. The Default folder is the profile folder of the Microsoft Edge web browser. By renaming it, you are removing Edge’s access and the browser will create a new Default profile folder as a consequence on the next run.

    The next time you will start Microsoft Edge, you will see the first run wizard; this should fix any issue that is related to the user profile that Edge loads on start.

    Reinstalling Microsoft Edge

    How to rename a bookmark in microsoft word using a free add-in

    Another option that users have is to reinstall the web browser. Most sites out there that provide resetting instructions suggest that users run a PowerShell command to do so, but there is an easier option.

    The main benefit of this approach is that the installation will replace all Edge files with the original ones provided by Microsoft. User data, including cookies, settings and the browsing history, will be restored after the installation completes.

    1. Visit the official Microsoft Edge download site.
    2. Download the Microsoft Edge web browser for your system.
    3. Install Microsoft Edge using the downloaded installer.

    Closing Words

    The three options handle the resetting in different ways. The Settings approach is the easiest but it won’t touch the Edge installation itself and will keep user data. The removal of the default profile removes all user data, but it does not touch the installed files as well. The reinstallation of Edge finally makes sure that all files of the browser are not corrupt or modified, but it does not touch most user data.

    The last option is probably the one that you want to use when Edge does not start up anymore. You may use the second option after the third to start with a blank slate.

    By Tina | Follow | Last Updated December 20, 2021

    Summary :

    How to rename a bookmark in microsoft word using a free add-in

    How to delete bookmarks? How to delete all bookmarks Chrome? How to edit bookmarks on Chrome? This post from MiniTool will show you the step-by-step guidelines to delete all bookmarks Chrome. In addition, you can visit MiniTool to find more Windows tips and solutions.

    The bookmark provides a convenient way for you to access the websites. In addition, if you have saved the websites as the bookmarks, you are able to access it when you sign in to your Google account on any other device.

    However, if you don’t need the bookmarks, you can choose to delete it on Chrome. However, do you know how to delete bookmarks? How to delete all bookmarks in Chrome?

    If not, you are not alone and keep on your reading. This post will show you how to delete bookmarks on Chrome and how to delete all bookmarks on Chrome.

    How to rename a bookmark in microsoft word using a free add-in

    How to recover bookmarks in Chrome Windows 10? This post shows how to solve Chrome bookmarks disappeared and restore Chrome bookmarks.

    Step by Step Guide: How to Delete Bookmarks

    In this section, we will show you how to delete bookmarks on Chrome.

    How to Delete Bookmarks?

    In the first, we will show you how to delete one bookmark on Chrome.

    Now, here is the tutorial.

    1. Open Google Chrome.
    2. Click the three-dot button on the top right corner of the window.
    3. Then choose Bookmarks to continue.
    4. Then choose Bookmark Manager.
    5. Then select the bookmark you want to delete and click the three-dot button at the right side of the bookmark.
    6. Then choose Delete to continue.

    How to rename a bookmark in microsoft word using a free add-in

    Once all steps are finished, you have successfully deleted the bookmark on Chrome.

    How to Delete all Bookmarks Chrome

    In the above part, we have introduced how to delete one bookmark once. But, if you have a lot of bookmarks on Chrome, deleting bookmarks one by one would be a time-wasting thing. So, you can choose to delete all bookmarks Chrome at a time.

    Then how to delete all bookmarks in Chrome? Here is the solution. We will show how to delete all bookmarks on Chrome at a time.

    Now, here is the tutorial.

    1. Open Google Chrome.
    2. Click the three-dot button on the top right corner of the window.
    3. Then choose Bookmarks to continue.
    4. Then choose Bookmark Manager.
    5. Then you will see all bookmarks are listed here.
    6. Press Ctrl key on keyboard and click the bookmarks you want to delete.
    7. Then click the three-dot button on the right side of the bookmarks and choose Delete.

    After all steps are finished, you have deleted multiple bookmarks. If you want to delete the bookmark folder, you can take the same way.

    After knowing how to delete bookmarks on Chrome, do you know how to edit bookmarks on Chrome? So, in the next part, we will show you how to edit bookmarks.

    How to Edit Bookmarks on Chrome?

    1. Open Google Chrome.
    2. Click the three-dot button on the top right corner of the window.
    3. Then choose Bookmarks to continue.
    4. Then choose Bookmark Manager.
    5. Then you will see all bookmarks are listed here.
    6. Then select the bookmark you want to edit and click the three-dot button on the side of the bookmark.
    7. Then choose Edit to continue.
    8. After that, you can choose to rename the bookmark, edit the web address, etc.

    How to rename a bookmark in microsoft word using a free add-in

    When all steps are finished, you have successfully edited the bookmarks.

    Final Words

    To sum up, this post has shown how to delete bookmarks, how to Chrome delete all bookmarks and how to edit bookmarks on Chrome. If you want to delete bookmarks, try these solutions. If you have any different ideas, you can share it in the comment zone.

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    How to rename a bookmark in microsoft word using a free add-in

    Position: Columnist

    Tina is a technology enthusiast and joined MiniTool in 2018. As an editor of MiniTool, she is keeping on sharing computer tips and providing reliable solutions, especially specializing in Windows and files backup and restore. Besides, she is expanding her knowledge and skills in data recovery, disk space optimizations, etc.

    On her spare time, Tina likes to watch movies, go shopping or chat with friends and enjoy her life.

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    Personalize this Word bookmarks printable and share the love of reading with friends, family, book club members, or in the classroom. Make a bookmark the fast and easy way with a bookmark template that gives you a completed product and endless options for customization. A customized bookmark makes a special touch for your collection or a gift. Make some today with a template from Microsoft. This is an accessible template.

    How to Create a Table of Contents in Word

    How to rename a bookmark in microsoft word using a free add-in

    Lesson 15: How to Create a Table of Contents in Word

    How to create a table of contents in Word

    Imagine you’re working with a really long document in Microsoft Word, like an academic paper or a big report. Depending on the project, it might be dozens or even hundreds of pages long! When a document is this large, it can be difficult to remember which page has what information. Fortunately, Word allows you to insert a table of contents, making it easy to organize and navigate your document.

    A table of contents is just like the list of chapters at the beginning of a book. It lists each section in the document and the page number where that section begins. A really basic table of contents might look like this:

    How to rename a bookmark in microsoft word using a free add-in

    You could create a table of contents manually—typing the section names and page numbers—but it would take a lot of work. And if you ever decide to rearrange your sections or add more information, you’ll have to update everything all over again. However, with the right formatting, Word can create and update a table of contents automatically.

    Step 1: Apply heading styles

    If you’ve already read our Applying and Modifying Styles lesson, you know they’re an easy way to add professional text formatting to different parts of your document. Styles also serve another important purpose: adding a hidden layer of organization and structure to your document.

    If you apply a heading style, you’re telling Word that you’ve started a new part of your document. When you insert the table of contents, it will create a section for each heading. In the table of contents above, each chapter uses a heading style, so there are four sections.

    To apply a heading style, select the text you want to format, then choose the desired heading in the Styles group on the Home tab.

    Step 2: Insert the table of contents

    Now for the easy part! Once you’ve applied heading styles, you can insert your table of contents in just a few clicks. Navigate to the References tab on the Ribbon, then click the Table of Contents command. Select a built-in table from the menu that appears, and the table of contents will appear in your document.

    How to rename a bookmark in microsoft word using a free add-in

    As you can see in the image below, the table of contents uses the heading styles in your document to determine where each section begins. Sections that begin with a Heading 2 or Heading 3 style will be nested within a Heading 1 style, much like a multilevel list.

    How to rename a bookmark in microsoft word using a free add-in

    A table of contents also creates links for each section, allowing you to navigate to different parts of your document. Just hold the Ctrl key on your keyboard and click to go to any section.

    Step 3: Update as needed

    If you edit or add to your document, it’s easy to update the table of contents. Just select the table of contents, click Update Table, and choose Update Entire Table in the dialog box that appears. The table of contents will then update to reflect any changes.

    How to rename a bookmark in microsoft word using a free add-in

    No matter how large your document may be, you can see there’s nothing complicated about creating a table of contents. If you want even more control over how your table of contents appears, check out this tutorial from Microsoft on Taking a Table of Contents to the Next Level.

    Updated on February 24, 2022

    How to rename a bookmark in microsoft word using a free add-inWord is an excellent application that does documentation of text usable for various purposes. It’s the basic format of holding user information, which can be edited at any given time. The files processed in Microsoft Word get saved with the .doc / .docx file extension. Word files or documents are very prone to damage and users face a number of scenarios that result in corruption of these documents. One such situation is the freezing Word documents.

    What causes freezing of Microsoft Word document?

    One of the prime factors that cause Word files to freeze is a corruption of Word’s Normal Template. This will eventually lead to complete disaster by not letting you access any information of that document. Furthermore, some other causes that cause frozen Word documents are:

    • Damage to MS Office settings related to Word application can cause crash/freezing of DOC file opened in Word
    • The presence of third-party add-ins in Word program usually results in freezing of Word on start up
    • Certain times any software conflicts in the system while editing any document in Word tool can affect the application and makes it unresponsive or freeze
    • Malware intrusion incorrect installation of Word program, presence of bad sectors in the location where Word program and documents are saved, abnormal termination of Word, etc can all bring on freezing of MS Word documents

    Work around to resolve freezing of MS Word:

    If Word is frequently freezing up whenever document is tried to load / edit in it, then the best option is to fix Word by following any of the following methods:

    • Repair corrupted Template – Close Word -> Go to Start -> Run -> Type %appdata%\microsoft\templates -> Enter -> browse for Normal.dotm file and rename it as oldNormal.dotm and reload Word
    • Repair Word application – Click Start -> Control Panel -> Programs and Features. Right click on Microsoft Office Program -> click Change -> Repair

    Although the above methods fix Word program issues and prevent it from freezing again, what about damaged Word files that are inaccessible? Don’t worry just make use of essential Word file repair tool to fix the damage.

    Tool to fix frozen Word document:

    Yodot DOC Repair is the most reliable repair software which can effortlessly repair documents such as Microsoft word documents. In addition to this, this software can also repair error Bookmark not defined in Word 2010, 2000, 2003, 2007, 2010, 2013, and 2016. It scans and extracts the text from damaged or corrupted word files that may refuse to open. DOC Repair is reliable repair software that can effortlessly repair documents. The tool is designed with a mechanism where it can also effortlessly fix a word application error within a few clicks.

    Easy steps to proceed with Word repair tool:

    • Download the software on Windows computer where inaccessible Word document is saved
    • Install and run the program on the system with the help of given instructions
    • Now on the main screen click on the browse button and select the document that has to be repaired
    • Then click on the Repair button to initiate the process of file repair
    • After a few seconds, software displays repaired Word file on the screen
    • Find the file description in the Preview button and view the contents
    • Finally, save this repaired Word document to the desired location and use it well

    This post explains how to extract text from Microsoft Word docx files using only built in actions in Power Automate. 3rd party actions exist, which are more probably more sophisticated and can certainly make this process easier.

    docx files are actually zip files

    The first thing to that is important to understand, is that a word docx file is actually a zip file that contains a number of folders and files. The root of the zip folder contains these files:

    How to rename a bookmark in microsoft word using a free add-in

    The word folder in the root of the zip file contains more files and folders:

    How to rename a bookmark in microsoft word using a free add-in

    Within the word folder, there is a file called document.xml (sometimes documentN.xml) which contains the actual document content, and this is the file which we will parse with Power Automate. My example word document looks like this:

    How to rename a bookmark in microsoft word using a free add-in

    The content of document.xml contains:

    As you can see from the above, the text data is on lines 18,27,34, 41 and 66 of the XML file.

    Step 1 – Extract the contents of the Word document

    To be able to access the content of document.xml the docx file needs to be extracted first. Use the flow action Extract archive to folder to extract the docx file to a temporary folder. Make sure you set the overwrite option to Yes.

    Note: You will not be able to select the word document from the file browser within the action because it filters the available files to show only files with a .zip extension. So you can either:

    • Rename the docx file to .zip
    • Put in the file path manually or use dynamic content from a previous step

    In my flow, the action looks like this:

    How to rename a bookmark in microsoft word using a free add-in

    Step 2 – Filter the output of the extraction

    The output of the Extract archive to folder action is an array of objects which contains information about every file extracted from the archive. This output needs to be filtered so that we can get the file Id of the document.xml. So add a filter array action and use the output of Extract archive to folder as the input for the filter. Click the edit in advanced mode link and use this filter expression:

    This will filter the array and narrow it down to just the file containing the document contents. Here is how my filter array looks:

    How to rename a bookmark in microsoft word using a free add-in

    Step 3 – Get the file content of document.xml

    Add a Get file content action and use this expression for the file:

    It should look like this:

    How to rename a bookmark in microsoft word using a free add-in

    Step 4 – Grab the content of the text elements

    Finally, add a compose action and use the following expresison:

    Here is how it looks in my flow:

    How to rename a bookmark in microsoft word using a free add-in

    The xpath expression will grab each element named w:t and return an array of strings of the content found in those elements. Click here If you’d like to learn more about the structure of a word docx file. The output from my sample document produced the following array:

    At this point you can either iterate through the results, or use a simple join expression to create a single string from the results. Here is a screenshot of the entire flow:

    How to rename a bookmark in microsoft word using a free add-in

    As you can see from the above, it is possible to Extract Text from a Word docx file with Power Automate quite easily, and a more sophisticated xpath expression could target specific regions of text required.

    Reader Interactions


    Is the process similar if I would like to read the content and some particular textfield from an HTML file?

    could you please provide xpath lines to extract paragraph properties, paragraph Id, Text Font styles?

    G R E A T! Works like a charm 😉

    Bradley Brooks says

    Instead of extracting text, how can I replace text (specifically a place holder in a template doc) and then re-zip it?

    @Bradley Brooks – I’m not certain on how to re-zip, but I’ve used the “replace” expression a few times and it has worked well.
    Below is what I used to remove the [] and ” from the extracted text by using the “Compose” action. It would be added after the docxText action.

    First, I’d like to say that I don’t recommend that you do this if:

    • You don’t have patience
    • You’ve already created your tables
    • You aren’t willing to use tables

    Yes, it can be done without the three items above. I just don’t recommend it.

    Easy Method Mini-WalkThrough

    Hit View Toolbars and choose the Forms toolbar.

    Open a new, blank document in Word and insert a 2-column, 4-row table. Note that Word, like Excel assigns the cells, as shown (no, your table won’t have numbers in it).

    In B1 through B3, insert one text form field into each of the cells.

    Double-click each field, and check the Calculate on Exit checkbox. Note that each one’s Bookmark name increases by one, as Text1, Text2.

    How to rename a bookmark in microsoft word using a free add-in

    In B4, hit Insert Field, choose Equations and Formulas from the Categories drop-down, then choose Formula from the Fields list.

    How to rename a bookmark in microsoft word using a free add-in

    Hit the Formula button, and write your formula. You could type =SUM(A1:A3), but I want to make you aware of the quicker way, which is =SUM(Above), which will sum all the values in the table above the formula. Do not expect to be able to use this method in multiple tables. Hit OK.

    How to rename a bookmark in microsoft word using a free add-in

    Protect the form using the padlock icon on the Forms toolbar. Enter some values in B1, B2, and B3, and as you enter each one, the value in B4 will increase (because we checked Calculate on Exit-if we hadn’t, we wouldn’t see it update automatically like that-we’d have to use some other method to update the field.

    Calculating With Bookmarks

    You can use the same methods above. Suppose you have created a proposal, and used dollar values throughout your document. As long as those values are assigned to bookmarks, you can use a formula as simple as:


    When you use bookmarks, users often accidentally delete them.

    When you are calculating in Word tables, you should really try to start with freshly created tables on which you haven’t been merging and splitting cells. This causes the “cell references” to break, and it’s very difficult to learn what the cell references are once this has been done.

    what’s the dll for ms office 2007?

    When I try this for office 2007, I get errors:
    1. on the “VBE6EXT.OLB” line: error C4772: #import referenced a type from a missing type library; ‘__missing_type__’ used as a placeholder
    2. on inline __missing_type__ VBE::GetCommandBars: error C2440: ‘return’ : cannot convert from ‘__missing_type__ *’ to ‘__missing_type__’

    according to the address above, i try to build the solution, it having such problem:-

    1>—— Build started: Project: XOffice, Configuration: Debug Win32 ——
    1>c:\users\wong\documents\downloads\word\office.h(9) : fatal error C1083: Cannot open type library file: ‘C:\Program Files\Microsoft Office\Office\MSO9.DLL’: No such file or directory
    1>Build log was saved at “file://c:\Users\wong\Documents\Downloads\word\Debug\BuildLog.htm”
    1>XOffice – 1 error(s), 0 warning(s)
    ========== Build: 0 succeeded, 1 failed, 0 up-to-date, 0 skipped ==========

    in Office.h, it include the (#import “C:\Program Files\Microsoft Office\Office\MSO9.DLL”)
    and my C:\Program Files\Microsoft Office (i am using Microsoft 2007) dont have such file.
    may i know how?
    thanks a lot

    I am using Visual Studio 2005 and when I try to create and compile the simple word automation application, I am getting following errors. How to resolve these errors?

    Below is the code

    I am using Visual Studio 2005 and when I try to create and compile the simple application, I am getting following errors. How to resolve these errors?

    Warning 4 warning C4003: not enough actual parameters for macro ‘ExitWindows’ c:\documents and settings\sudhakar\desktop\m\testauto\testauto\debug\msword.tlh 7113
    Error 5 error C2059: syntax error : ‘constant’ c:\documents and settings\sudhakar\desktop\m\testauto\testauto\debug\msword.tlh 7113

    The following Microsoft Article gives a remedy to Warning 4, which is the cause of Error 5

    This is one good job.

    I am using “Visual Studio 2005” and “Office XP 2003”. I included one more ‘DEFINE’ in Office.h to cover this situation.

    If you want to build this project in your machine, see into Office.h file and change the paths, for your OFFICE installation path.

    This project is not works fine yet. Sometimes the application fail, and leave the Excel running in background.

    Some one can help me to solve this problem?

    P.S. If some one want this project updated for “Visual Studio 2005”, send me one message by e-mail, that I answer with this project attached, i.e., If the Author issue me one authorization for to do this.

    Thanks all.
    Anderson Luís Oliveira e Silva
    [email protected]

    i am setting header footer & creating table, most of the time is wasted while filling the table

    Is this class only working with lower case key names ?
    Thank For your response

    The main problem that I currently have is crash after print preview is closed when using Office XP/2003, although it’s working perfectly with Office 97/2000. Microsoft FramerEx example has the same problem.
    I think it may be due to the fact that these interfaces have been developed for use with Microsoft Binder which is not included in OfficeXP/2003 and it’s support is now limited (;en-us;822622&spid=2525&sid=276[^]).

    Is this someting you woe to share?
    The part of implementing the printpreview in MFC?

    General News Suggestion Question Bug Answer Joke Praise Rant Admin

    Use Ctrl+Left/Right to switch messages, Ctrl+Up/Down to switch threads, Ctrl+Shift+Left/Right to switch pages.

    How to rename a bookmark in microsoft word using a free add-in

    IOLTA Basics

    An IOLTA, or Interest on Lawyer’s Trust Account, is used to hold client funds separately from the funds of a law firm or individual lawyer. An IOLTA account is an interest-bearing checking account. The interest earned from all IOLTA accounts within a state is pooled together to assist low-income individuals to afford legal aid.

    An IOLTA account is used in three main situations. First being when a lawyer receives funds from a client to perform legal services. Second being when a lawyer receives funds from a settlement that must be paid to a client. Third being when a lawyer receives funds or is otherwise holding property for clients that the lawyer has not yet earned or must return at a later date. A lawyer cannot hold their fund and the client’s funds in the same account, so IOLTA accounts are used to separate these funds and hold smaller amounts of money from clients for a short span of time.

    An important note to make here is that if a lawyer intends to hold a large sum of money for a client, or intends to hold the funds for an extended period of time, the lawyer should NOT place those funds into an IOLTA account but should rather place the funds into an account to be held in trust for that particular client.

    Using Excel for Simple IOLTA Management

    If allowed by your state, you can use Excel to track the balance in an IOLTA account as well as create individual client ledgers that list all IOLTA transactions. This information can then be copied to a new workbook and modified as needed in order to comply with many state’s IOLTA reporting requirements.

    If you are skilled in using Excel, you will no doubt be able to create the needed worksheets within a workbook that will allow you to track and then report on the IOLTA account for your state. However, we have also included a simple IOLTA management template that you can use to track IOLTA account funds within Excel, if you prefer. You can modify this template, as needed, in order to track your IOLTA account information for your state. In the next lesson, we will examine using the “Simple IOLTA Template” to track the accounting data required for IOLTA reporting.

    Using the Simple IOLTA Template

    Simple IOLTA templates can be found in the “Templates” folder within this product. This workbook allows you to record the basic accounting information needed for IOLTA management. The template initially contains four worksheets: the “Firm Journal” and three “Client Name Journals.” The basic structure shown within each worksheet is a basic checking register. Within these worksheets, you will record all IOLTA transactions into the appropriate ledgers as they occur.

    Note that every transaction that occurs within the IOLTA account MUST be recorded into the “Firm Journal” worksheet. For each client’s transaction, the transaction should be recorded into the “Firm Journal” as well as the “Client Journal” for the selected client. Each client for whom you hold funds in the IOLTA account should have their own “Client Journal” worksheet.

    You can change the names of the individual “Client Name Journal” worksheets by double-clicking on them in order to highlight their titles. You can then replace the worksheet labels named “Client Name 1,” Client Name 2,” and so on with the names of your clients. Within each “Client Name Journal,” you can then type the client’s name into cell A2. Then enter the client’s case file/matter number into cell B2. For each IOLTA transaction that involves that particular client, you then enter the transaction’s type and/or check number into the “Transaction Type/Check Number” column. You enter the date of the transaction into the “Date” column, and then enter a brief description of the transaction into the “Transaction Description” column. For deposits made into the IOLTA account, enter the amount under the “Debit (Cash In)” column. For amounts that are spent, enter the amount under the “Credit (Cash Out)” column. The “Account Balance” column is a formula cell that will simply shown the current account balance for the selected client. Do not edit the contents of this cell. In the future you can then enter the transactions for that selected client into the client’s journal worksheet.

    After entering each transaction’s details on the “Client Name Journal” for the selected client, you should also enter the same information into the “Firm Journal” worksheet. This journal will record all transactions made for all clients within the firm. Start by entering the name of the law firm into cell A2, if needed. For each transaction, enter the name of the client (as shown in cell A2 of the selected client’s “Client Journal” worksheet) underneath the “Client Name” column. Note that you can simply copy and paste this name from the selected client’s “Client Journal” A2 name cell. You then re-enter the transaction data into the same “Transaction Type/Check Number,” “Date,” Transaction Description,” “Debit (Cash In),” and “Credit (Cash Out)” fields. You can also copy and paste these cells from the selected client’s “Client Journal” into the corresponding cells within the “Firm Journal” worksheet. The “Account Balance” cell is a formula cell that will show the total IOLTA balance for all of the firm’s clients. This is also a formula cell that you should not edit.

    *Learn about these topics and more in our tutorial: Microsoft Excel for Lawyers