Create substitution fields in Microsoft Word 2016 and Office 365

1. Create the Microsoft Word document or template to which you wish to add custom fields.

2. From the File menu on the main toolbar, select Info.

   The Info panel is displayed.

3. Click Properties at the right hand side of the screen.

   

4. Select Advanced Properties from the menu.

   The [File Name] Properties window is displayed.

5. Click the Custom tab.

6. Using the Tender fields/Contract and communication fields, insert an option from the Tender Property/Contract Property heading in the Name field then insert the corresponding value from the Document Field Names heading in the Value field.

7. Click Add. When all the required custom fields have successfully been added click OK.

   Note You must use the exact text as shown in these tables (including square brackets).

8. Within the Microsoft Word document, position the cursor where you want to add a field.

9. Click the Insert tab on the main toolbar.

10. Click the Quick Parts button, and select Field.

    The Field window is displayed.

11. Select All from the Categories drop-down list, and select DocProperty from the Field Names list.

12. Select the required option from the Property list, and click OK.

    A placeholder is inserted in the document.

    Note The placeholder will be populated when this document is used as a tender/contract document within AVEVA Contract Risk Management. This document must first be uploaded to the reference library in order for this functionality to work.

    To upload this document to the reference library so it can be used in a document template, see Reference documents.

See Document generation with Microsoft Word to view further information on using field substitution documents.