Grouping Documents

[Erik R]

Is there any way to group a bunch of documents, and then assign properties to
that group? For example, I have a project with a bunch of word documents. It
would be awesome to be able to group them and define the project name, date,
etc. in one place, and then use fields in the documents to reference the
project name, date, etc., rather than opening each one and editing. Any
ideas???

 

[Robert M. Franz (RMF)]

Hello Erik

Is there any way to group a bunch of documents, and then assign properties to
that group? For example, I have a project with a bunch of word documents. It
would be awesome to be able to group them and define the project name, date,
etc. in one place, and then use fields in the documents to reference the
project name, date, etc., rather than opening each one and editing. Any
ideas???

I'm sure there are a bunch of different approaches here. Developers love
to use bookmarks and then use code that runs through a document and
updates stuff at the bookmarks' locations.

Since I'm all but a developer, I'd probably define all these things
(say, as AutoTexts) in the template based on which the documents are
created from. I'd then use AutoText fields in the documents (well, in
the template already, so they're where you want them in each new document).

After a field update (CTRL-A followed by F9 -- this can certainly be
automated as well), each AUTOTEXT field should reflect the new content
(as long as it has access to the template).

HTH
Robert