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Old 11-23-2020, 01:22 AM
doleva doleva is offline Inserting date automatically to every new document Windows 10 Inserting date automatically to every new document Office 2016
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Default Inserting date automatically to every new document

We work with a letter template that has an automaticallyupdated date field. First, we used the DATE field in word, but when we openedold letters, the date that appeared was of the current day therefore we changedthe field to CREATEDATE. Now, when creating a letter from the template it worksgreat. The problem arises when creating a letter based on a document stored inour document management system by the “copy” or “save as” option. When using“copy” to duplicate an existing document (and save it) - the date is notupdated at all. When using “save as” to save an existing document as a newdocument - the date is not updated automatically, but you have to right-clickon the field and select the “update field” option. Could there be a solution to these two situations? That whenever you create a new document -whether it is from the template or based on an existing document, the date inthe new document will be automatically updated to today's date and will not be automatically updated later on?
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Old 11-23-2020, 03:17 AM
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Pressing F9 will update the CREATEDATE field after a Save As. Checking Word's "update fields before printing" option will also ensure the field is correctly updated at print time.

The CREATEDATE field should not update after the file has simply been copied, since you've made no changes to the document's metadata.
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Old 11-23-2020, 01:26 PM
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Cross-posted at: ms word - Inserting a date automatically to every new document (no matter how you create the new document) - Stack Overflow
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Old 11-25-2020, 05:59 PM
Charles Kenyon Charles Kenyon is offline Inserting date automatically to every new document Windows 10 Inserting date automatically to every new document Office 2019
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  • Using Date Fields in Microsoft Word
  • You should not be opening documents, changing them, and using SaveAs (although you can then update a CreateDate Field) or copying documents and opening the copy. You should be creating new documents based on a template, or if necessary, another document. To create a new document based on an existing document, right-click on the existing document and choose New.


Creating a new document based on an existing document is a poor idea for many reasons. From my standpoint as a lawyer, the key one is metadata, but there are many more.
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