Documentation

link - wordaddins.com/products/document-properties/ 

The user interface is in English but the add-in can be used with any language version of Word.


Story Behind The Add-in

Custom document properties and DocProperty fields have been in use in most of my Word templates and documents for several years. I find the combination of custom document properties and DocProperty fields very well-suited for many types of data in documents.
I have always found the built-in functionality in Word for working with custom document properties too limited in features. In addition, I find the user interface too inefficient to work with. Therefore, I decided to develop my own tools.
I developed the first version of DocTools DocPropertyManager several years ago and I have used it on a daily basis myself. The DocTools DocPropertyManager add-in has also been part of a number of custom Word solutions I have developed for my clients. Version 2.0 was the first version available from this website. Since publishing the first version in 2017, I have improved the add-in further and extended it with extra features that can help you improve your productivity in Word.


Work efficiently with Custom Document Properties and DocProperty fields.

Lets you do everything you can do using the built-in functionality for working with custom document properties and DocProperty fields - plus a lot more.



You can manage most operations from one control center

The command Properties & DocProperty Fields opens the Manage Properties & DocProperty Fields dialog box. This is your control center for working with custom document properties and DocProperty fields.
The dialog box can remain open as you work. In addition to using the Ribbon commands, you can open it or activate it using the shortcut Ctrl+Shift+Y.
The dialog box shows a list of custom document properties currently defined in the active document.
The illustration to the left shows the Manage Properties & DocProperty Fields dialog box in the default size. In this example, only 6 custom document properties have been added to the document.
The buttons below the list of properties let you add, modify, and delete custom document properties, Insert DocProperty fields, and update fields.
In addition, you can change how fields are displayed.
The More>> button lets you expand the dialog box so you can see more information about each property. See the illustration below. The Long List button lets you expand the height of the dialog box so you can see more properties when relevant.
To sort the list of properties alphabetically by name, click the Sort List button.
Also, note the red info text below the list. Among other information, it shows the number of DocProperty fields that use the selected custom document property.

The illustration to the left shows the Manage Properties & DocProperty Fields dialog box with the same properties as the illustration above, after clicking More>>.
You can see the value of each property in the list, the type of property, and - if format is applied to a property - a letter telling which format.
In addition, more buttons appear that let you perform several additional operations.
The dialog box remembers both the size and position and the last selected property.


Filter button lets you quickly find and select the desired property

You can use the Filter options in the Manage Properties & DocProperty Fields dialog box to quickly reduce the list of custom document properties to the item you need.
In the example illustrated to the below, the document contains 206 custom document properties. It takes only a moment to reduce the list to a single property if you type a unique part of the desired custom document property name in the Filter list. The number of listed items decreases dynamically as you type. You can click Show All or delete the text in the filter to show the full list of properties again.
You can filter properties by the property name or value.


Unique features for adding and modifying custom document properties

When you add document properties in Word using DocTools DocPropertyManager, you have several options that are not available when using Word's own functionality. The extra options are also available when you modify custom document properties.
Rename custom document properties - all DocProperty fields that refer to the renamed property will automatically be corrected to the new name
Assign formatting to the individual custom document property: Bold, italic, underline, or a character style of your choice - when you insert DocProperty fields, any specified formatting will automatically be applied
Insert line breaks and new paragraphs in the value of custom document properties

The illustration above shows the dialog box that opens when you click the Add button. A variant of the same dialog box opens if you click Modify.
If you are going to add more properties at once, you can turn on Add new property immediately after OK. Then the dialog box opens again, ready for you to define the next property.
The illustration below shows the bottom part of the Modify Custom Document Property dialog box.
Options let you select to automatically go to the next property and to ignore all properties that are not in use in any DocProperty fields.


Find DocProperty fields that match certain criteria

If you click More>> in the Manage Properties & DocProperty Fields dialog box, you get access to a group of Find buttons that can help you quickly locate DocProperty fields that match certain criteria.
Previous / Next Finds the previous or next DocProperty field-felt regardless of which property the field refers to.
Previous Match / Next Match Finds the previous or next DocProperty field that matches the currently selected property in the list.
Previous Error / Next Error Finds the previous or next DocProperty field that shows an error because it refers to a property that does not exist.


Find text and replace with DocProperty field with the click of a button

The Find Text and Replace with DocProperty Field button in the Manage Properties & DocProperty Fields lets you quickly replace normal text with DocProperty Fields.
The command opens a dialog box from where you can search the main document for text that matches the value of the selected custom document property. For each found occurrence, you can click a button to have the text replaced with a DocProperty field - or you can leave it as is.


Quickly modify document data in a document

The command Modify Document Data in the DocPropertyManager group in the DocTools tab examines all DocProperty fields in the document. For each custom document property that is referred to in one or more DocProperty fields, you will be prompted to modify the property value as needed. This way, the command makes it fast to modify data in the individual document.
The command will also automatically add any missing properties (as the Add Missing Properties command). All affected fields will automatically be updated with the new values.
You can achieve the same by a combination of the commands Add Missing Properties and Manage Properties > Modify button. However, that fastest method is to use Modify Document Data if the purpose is to assign values to all DocProperty fields, e.g. in a new document based on a template with DocProperty fields.


Automatically add missing custom document properties

If you insert content copied from another document, the copied content may include DocProperty fields. If the target document does not include custom document properties that match the DocProperty fields, those fields will show an error when updated.
The command Add Missing Properties makes it possible, with a couple of clicks, to automatically add even a large number of missing custom document properties. Once added, you can modify the values as needed.


Export custom document properties

Use the command Export Custom Document Properties in the Import/Export menu to create a new document with a table that includes a row per custom document property in the active document. The export document will also include the full set of custom document properties from the source document.
Example of part of a table in an export document. The document also includes information about how to handle the table.
You can add and remove rows, edit names and values directly in the table. When finished, use the Update Custom Document Properties in Export Document to have properties in the export document updated to match the table data. You can then use the document to import the custom document properties to other documents.
TIP: You can, for example, adjust the table in an export document to include a subset of custom document properties you need in many documents. You can then quickly import that set of custom document properties to any Word document when needed.


Import custom document properties

Use the command Import Custom Document Properties in the Import/Export menu to import custom document properties from any other Word document. If needed, you can import properties from more than one document, one at a time. You can also import properties from a document created using the Export Custom Document Properties command.
The Import Custom Document Properties dialog box lets you select how to handle existing custom document properties in the target document, etc.
You can also select to have the built-in property values (Title, Author, etc.) imported at the same time. The imported values for the built-in properties will replace the current values in the target document.


Overview of all the commands

Note that the look of the icons in the Ribbon varies depending on the version of Word.
If you hover the mouse over a command, you will see a short description of the command. When you select a command that opens a dialog box, the dialog box will show information about what to do.

Command NameDescription
Properties & DocProperty FieldsOpens the Manage Properties & DocProperty Fields dialog box that works as the control center for DocPropertyManager. The dialog box lets you add, modify and delete custom document properties, insert DocProperty fields, find DocProperty fields, etc.

You can leave the dialog box open as you work. Move it to the desired position on the screen. The position will be remembered.

TIP - keyboard shortcut: Press Ctrl+Shift+Y to open or activate the Manage Properties & DocProperty Fields dialog box.
Modify Document DataThis command lets you modify values of all custom document properties that are in use in one or more DocProperty fields in the document. The command will also automatically add any missing properties. All affected fields will automatically be updated with the new values.

The command makes if fast to modify metadata in the individual document. If you need to modify the name or type of custom document properties, use Properties & DocProperty Fields instead.
Add Missing PropertiesThis command checks all DocProperty fields in the document. If DocProperty fields are found that refer to custom document properties that don't exist, the command will automatically add the missing custom document properties.

The command is useful, for example, if you insert content with DocProperty fields copied from other documents.
Import Custom Document PropertiesThis command lets you copy custom document properties from any other Word document into the active document. You can also use the command to copy document properties from a document created via the Export Custom Document Properties command.
Export Custom Document PropertiesThis command lets you export custom document properties from the active document to a new document. This means that all the document properties will be copied to the new document.

The properties will be listed in a table for easy overview. You may modify properties directly in the table.
Update Custom Document Properties in Export DocumentThe active document must be created via the Export Custom Document Properties command. Use this command to update the properties in the document if you have manually changed the table that lists the properties.
Restore Position of Dialog BoxCommand in Settings menu. This command lets you restore the position of the Manage Properties & DocProperty Fields and Modify Document Data dialog boxes to the default, so they are fully visible on the screen. Normally, the dialog boxes will open with the position they had most recently. Under special conditions, this may result in the dialog boxes being positioned outside the screen, making them invisible for you. For example, this may happen if you are using another monitor setup than last time you used the command (e.g. switched form two to a single monitor).
HelpProvides help and tips related to DocTools DocPropertyManager. You can print the help or save it as PDF as needed.
About UndoShows information about Undo.
AboutOpens a dialog box with information about DocTools DocPropertyManager (version number, rights, etc.)

THE BUSINESS

Better Solutions Ltd

London, N20 8LU

Incorporated 2004

VAT No 840-0533-67

Company No 05155080