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Old 08-24-2015, 06:30 PM
jbwhisler jbwhisler is offline Creating a Document that Pushes Information to other Word Documents Mac OS X Creating a Document that Pushes Information to other Word Documents Office for Mac 2011
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Default Creating a Document that Pushes Information to other Word Documents

Hi,
I have a friend who is interested in using Microsoft Word to push information from a main document to subdocuments. Basically, any time he makes a change to the main document, he wants this to also be reflected in the other sub documents. Is this possible? Would love some help and ideas on this. Thanks.
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Old 08-24-2015, 08:30 PM
Charles Kenyon Charles Kenyon is offline Creating a Document that Pushes Information to other Word Documents Windows 8 Creating a Document that Pushes Information to other Word Documents Office 2013
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First, drop the term sub document. It will get you misleading results in web searches. See Master Documents "Feature".

I do this through fields. It all depends on how you want to store the information.
One method would be to store the basic information to be inserted in either a Word table or an Excel spreadsheet and use the Mail Merge feature in Word to pull the information into the other documents in merge fields. Although mail merge was originally designed for mass mailings, it works well creating single documents with information stored elsewhere. I have more than 100 document templates that use this method with one data source.

Another method if the information does not change a lot is to use AutoText stored in a Global Template. You would then use AutoText fields to insert the information in the documents.

If you are using legacy formfields to gather the information, they can have bookmark names. You could use IncludeText fields to bring in the text. This method might be easier for the user but would be a pain to set up and maintain.
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Old 08-25-2015, 12:12 AM
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You can also use INCLUDETEXT fields to link content between two documents. INCLUDETEXT fields allow you to make the edits in either document and have the changes appear in both. The trick to doing this in the document in which the field resides is to press Ctrl-Shift-F7 (while the insertion point is in the field) after making the edits.
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