Auto-populate fields in Word

Anonymous
2015-10-27T20:05:03+00:00

Does anyone know how to auto-populate fields in Word?  For example, I want to use someone's name and job title several times in a word document and don't want to have to type it in each time, for every new name and document.  Thank you.

Microsoft 365 and Office | Word | For home | Windows

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  1. Anonymous
    2015-10-27T20:34:59+00:00

    You want to use the cross reference feature:

    • Select the text you want to copy
    • Insert tab > Links group > click on Bookmark
    • enter a descriptive name for the bookmark, ie Customer_Name, Job_title
    • Click on the Add button

    To use the bookmarked text:

    • Insert tab > Links group > click on Cross_reference
    • Select "Bookmark" from Reference Type drop down
    • make sure Insert Reference to says "Bookmark Text"
    • select the required bookmark name from the list
    • click on Insert button
    • click on close button

    In File menu > Options command >Advanced option > Document Content section:

    (Optional) Make sure that "Show Bookmarks" is turned on

    (Optional) make sure that Field shading is set to "Always".

    With those 2 options you can more easily identify where bookmarks are cross references exist ie;

    "Show bookmarks" puts the braces around the words (marked with yellow highlight).

    "Field shading always" makes the cross referenced text display in the grey box (marked with green arrow) <geeky grin for green arrow>

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  1. Anonymous
    2016-09-13T20:16:22+00:00

    I believe I have the newest version of Word, and this still doesn't seem to be working for me. 

    I tried youtube videos and other sites from searching. 

    Wondering if someone has this perhaps to explain a little better?

    By changing this to a bookmark, it works, yes. However, I am wanting this similar to a template where people can come in and change that 'bookmark' to something different each time, and it be changed throughout the whole document.

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  2. Suzanne S Barnhill 274.8K Reputation points MVP Volunteer Moderator
    2016-09-13T20:34:03+00:00

    Instead of using bookmarks, use form fields or content controls; these other options are also explained in Greg's article.

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