Good evening everybody,



I hope you are well.

I know that you can use fields to retrieve the data contained in bookmarks from other books and add them to the destination file. However, when you add extra data to bookmark section, this extra data does not get reflected in the destination file. I guess it is because each time you add data to the source file you also have to re – define the bookmark content to include this new data?

Would it be possible to retrieve data from headings rather than from bookmarks?
Perhaps the best solution is by using some coding?

Thanks
Sanchez

You do not have to redfine the bookmark, but you do need to insert the new material inside the bookmark.

Bookmarks are tricky and a bit fragile. It is relatively easy to destroy a bookmark. In addition, bookmarks can overlap one another.
Look at the pages under Working With Bookmarks here. Also here.

You can make bookmarks visible to help in adding within the bookmark.


Depending on how you are including the text for updating you could include headings. However, that is all you get - the headings.


What is your intention? What is it you are trying to do?
Might your need better be met by saving the parts as AutoText or another Building Block and incorporating in working documents using AutoText fields?
AutoText


Also, look at Boiler - Insert a selection of documents by Graham Mayor, MVP.

Hi Charles, thank you for your help.

I am going to try to explain a bit better what I want to achieve.

Let´s say that I have a master file where I want to list all my company´s customers and details on such customers (foundation year, number of employees, sales revenue...) So we have the "master file" and a separate file for each customer, let´s say "A", "B", "C".

Imagine that I have the following sections (bookmarks) for each customer "general information", "contact details" and "products we sell to the customer". Then, each section must be also in the master file. I could use the InsertText field or I could copy and paste as a link so each time I modify each customer´s file I get the same amended items on the master file. However, imagine that I add new products to the "products we sell to the customer" for each customer. Those new lines, will not appear on the master file. Perhaps, the only solution is to write a macro?

Thanks

I would likely do what you are attempting using Mailmerge with a data file of customers and possibly separate files that contain the boilerplate info depending on fields in the data file.

Hi,

Thanks for your help and time.

However, I do not want to split the master file into different documents, I want to bring some sections from “A”, “B” and “C” files into the master file.

I think that the best option is to use view, then outline, then insert the files.
Am I allowed to paste here a Youtube video that explains how to do so?

Regards
Sánchez

You certainly can include a link to a youtube video.

This is the video that explains how to do so:

https://www.youtube.com/watch?v=_yWVzJMLz7Y

Additionally, I believe a macro could be used as well? I know a macro to do this on Excel, the macro opens the destination and the source books. Then copies the source books tabs and copies them onto the tab I choose on the destination book. Is there something similar for Word? I assume you can set up a macro that opens the books, then copies the headings/sections/bookmarks and puts them onto the destination file?

Thanks again
Sanchez