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How to Add a Company Document Property Field in Word:A Comprehensive Guide

November 20, 2023 750 views

We are currently in an era where every task is receiving a digital solution, and this article specifically addresses a single task - adding a company document property field.

Organizing documents, establishing individual files for each company, and relying on paper stacks for storage are antiquated methods. It is time to transition to a digital solution, effortlessly adding document properties with user-friendly office suites.

 How to Add a Company Document Property Field in Word

How to Add a Company Document Property Field in Word

What Are Company Document Property Fields?

Document properties in Word are like tags that provide details about a file. They help organize and identify documents easily. There are four types:

  • Standard properties:Default details like author, title, and subject. In Word, you have the option to assign a "Keywords" property to categorize a document with a particular keyword, facilitating easy searchability.

  • Automatically updated properties: Include file system details (e.g., file size, creation date) and statistics (e.g., word count) managed by Microsoft 365. Useful for searching files based on criteria like creation date.

  • Custom properties: You can create your own details for documents, such as text, time, or numeric values. You can customize file information based on your preferences using this feature.

  • Document library properties: Associated with documents in a document library on a website. For example, a library collecting product ideas may have properties like "Submitted By", "Date", "Category", and "Description". You can update these properties in Word, Excel, or PowerPoint.

In simpler terms, document properties are like labels helping you organize, find, and personalize information about your files in Word. For instance, you can tag a sales document with keywords, track when it was created, or create custom labels to suit your needs.

How to Insert a Company Document Property Field in Word on Windows?

Next, let's investigate the process of how to add a custom document property field in Word, using the example of a procurement form for our company, Dalz Studio.

Step 1: Open the document and click on the "File" option at the top left corner.

Microsoft Word File menu

Microsoft Word File menu

Step 2: Click on the "Info" tab in the sidebar, then choose "Properties" on the right. Open the drop-down menu or click on "Advanced Properties".

Microsoft Word  Advanced Properties

Microsoft Word  Advanced Properties

Step 3: In the Document Properties window, navigate to the "Custom" tab.

 Microsoft Word Custom Properties

Microsoft Word Custom Properties

Step 4: Here, you'll find default Document properties. If you want to use any of these, click on it, and in the "Value" field, enter the desired value. For example, if you wish to add "Client", enter the client's name, like ABC Company. The "Company" field will now be visible in the Properties Section within the Document Properties Window.

Microsoft Word Default properties

Microsoft Word Default properties

Step 5: If you want to add a custom field, enter the name in the "Name" field. For example: Company Name. Make sure the name is distinctive to prevent any confusion with default field properties.

Step 6: In the "Value" field, enter the company's name, e.g., Dalz Studio.

Step 7: Click on "Add" to add the document property field.

Microsoft Word Add custom property

Microsoft Word Add custom property

Step 8: To modify, click on the field you wish to change in the Properties section. Change the value in the "Value" field, click on "Modify", then click on "OK".

Microsoft Word modify property

Microsoft Word modify property

Note: If your field is in text form, such as a Date field, go to the "Type" field to change the document property field type.

Microsoft Word property type

Microsoft Word property type

Step 9: Now, let's go to the document. The first line needs to have a "Date", so insert your custom "Date Issued" field, so,let’s go to the "Insert" tab.

Step 10: Click on "Quick Parts," and in the drop-down menu, click on "Field".

Microsoft Word Quick Parts

Microsoft Word Quick Parts
Microsoft Word Quick Parts

Step 11: In the Field window, in the "Field Names" section, search for DocProperty. In the "Property" section, find your custom field, then click "OK".

 Microsoft Word Field window

Microsoft Word Field window

Step 12: If you click on the text above the inserted field, it will be highlighted in gray, indicating it's a document property.

This method provides an easy way to automate the process of document property creation. Creating procurement forms and other legal documentation becomes easily editable using this format.

How to Insert a Company Document Property Field in Word on Mac?

Now, let's delve into the process of adding a custom document property field in Word on MacOS.

Step 1: Open the document, and navigate to the "File" option located at the top left corner.

Step 2: Click on the "Show Properties" option to reveal the document properties window.

Microsoft Word Show Properties

Microsoft Word Show Properties

Step 3: Within the Document Properties window, proceed to the "Custom" tab.

Step 4: In this section, you'll encounter default Document properties. To add a custom field, input the desired name in the "Name" field, such as Date. Ensure the name is distinctive to avoid any confusion with default field properties.

Step 5: Within the "Value" field, input the relevant information, and click on "Add" to incorporate the document property field.

Mac Microsoft Word Add custom property

Mac Microsoft Word Add custom property

Note: If your field is in text form, like a Date field, navigate to the "Type" field to modify the document property field type.

Step 7: Now, transition to your document to add the document properties. Click on the "Insert" tab,  and from the drop-down menu, select "Field".

Microsoft Word Insert tab

Microsoft Word Insert tab

Step 8: Within the Field window, locate the Categories section and click on “All”. In the "Field Names" section, find your "DocProperty", and then click on "Options".

Microsoft Word DocProperty

Microsoft Word DocProperty

Step 9: Now, simply locate your custom property in the "Property" section and click on "Add to Field". Confirm your selection by pressing "OK".

Microsoft Word Document Property Mac

Microsoft Word Document Property Mac

Your custom document property is now successfully incorporated into your Mac Word document.

We hope our guide on setting up company document properties on both Windows and Mac answers the question of how to include a company document property field, as many people find it difficult to find the right answer. This will enable you to save valuable time and utilize your office suite to its fullest potential.

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WPS Writer

WPS Writer

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FAQs

Q1. How to edit document properties in PDF?

Editing document properties in a PDF using WPS free PDF editor is straightforward, here are the steps to do it:

Step 1: Open WPS PDF and load the file you intend to edit the document properties.

Step 2: Navigate to the top-left menu and click on "Properties".

WPS PDF document properties option

WPS PDF document properties option

Step 3: The Document Properties window will appear, allowing you to effortlessly modify certain default properties.

WPS PDF document Properties

WPS PDF document Properties

WPS PDF stands out among PDF software options by providing users with the ability to edit document properties at no cost. To customize, the options may be limited, but the users can always use WPS PDF's free PDF to another format converter for converting their PDFs. This enables them to subsequently edit the documents as needed.This unique offering from WPS PDF ensures users a free and efficient means of managing their document attributes, further enhanced by the flexibility to convert and edit across various formats.

Q2. What is the difference between document property and dynamic document property?

The difference between document Properties and dynamic document properties lies in their intended purpose and application. Document Properties are often called standard document properties. They hold information related to the document's runtime, such as author or title. On the other hand, Dynamic Document Properties are properties defined and used by developers to temporarily store additional data that is unique to a specific document.

Q3. What exactly is a company document property field, and why should I use it in my Word documents?

One helpful feature in Microsoft Word is the company document property field, which lets you add important information about your document. These particulars may include author names, document titles, or custom titles. It is advisable to use these fields because it improves the metadata of the document, making it easier to categorize, search, and organize files. Hence, whether you are constructing business reports, academic papers, or any other document, employing company document property fields is a perfect practice for better document management and organization.

Transform Your Documents Today: A New Chapter in Efficiency and Security

Adding a company document property field revolutionizes the way organizations manage and preserve their crucial documents. Organizations can embed essential details through document properties, and with WPS Office as their go-to office suite, enhance file value, making identification easy through computer searches.

Now, take the proactive step and download WPS Office to fortify the security and accessibility of your documents – a cost-free solution that enhances your document management experience.


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