Adding docvariables to MS Word
Prerequisites:
- Access to Libre Office.
- Duly configured docvariables. All necessary operations are mentioned in the How to use docvariables article.
The docvariables will not be filled out correctly if the electronic file is edited by a Google Drive or Office365 application.
The name of the docvariables should be the same as the metadata name configured in the export.
From version 2.2.0 onwards, the users cannot add docvariables to OneDrive. However, if the docvariable is in the template linked to the category, or is added through Office desktop, the system will update it correctly at each revision step.
Introduction
Docvariables are a feature used by SoftExpert Suite to automatically fill out document information, such as: ID #, category, document title, revision, and others.
Once configured and added, docvariables will be automatically filled out in the electronic file and updated at each revision.
See how to add the docvariables to MS Word files:
Adding docvariables to MS Word
1. To add the docvariable, open the electronic file through MS Word before uploading it to the document or through Doc View after uploading it.
2. Then, click on the location in the electronic file in which the docvariable should be placed.
3. Access the Insert > Quick parts > Field tab on the toolbar:
4. On the screen that will be opened, select the Docvariable (A) option and enter the name of the docvariable in the New name (B) field.
5. Then, click on OK.
6. Repeat this procedure to add all desired docvariables.
7. Save the changes and close the electronic file. Once this is done, make sure that the field has been filled out correctly with the document information:
If you wish to identify the docvariables used in an MSWord file, press Alt + F9 while the file is open. This way, it is possible to check, for example, if the docvariable is equal to the metadata name.
After performing the necessary verifications, press Alt + F9 again, as the system will not fill out the docvariables if this function is enabled.
Conclusion
Thus, the docvariable has been successfully added to the electronic file! For further information on related operations, refer to the Using docvariables in electronic files article.