The Navigation Pane

Among the many reasons I love Word Styles, is how it makes the Navigation Pane more powerful and easier to use.

Turn on the Navigation Pane by going to the View Tab, Show Group and checking the Navigation Pane check box.

At this point, if your text is unformatted, the Navigation Pane will not look that useful. But, watch what happens when I add styles to the unformatted text.

Now the text appears in the Navigation Page in the same style hierarchy used in the document. Now I can use the Navigation Page to quickly move around the document by clicking on the text I want to jump to.

If there is a lot of text, it can be collapsed and expanded using the triangle buttons.
The Navigation Pane can be used for more than navigation, it can also be used to reorder/reorganize text in the document. For example, perhaps I wish to move the section on the “The Adventures of Pinocchio” after “Aladdin”. I can do this easily by clicking on that heading in the Navigation Pane and dragging it below the heading I want it to follow.

Not only is that heading moved but all the subtext beneath it is moved as well. Fast and easy document reorganization!

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oxana v

A few weeks ago the following request came to me: “I have also been told that there is a way to change and update several … in a bulk fashion, that would speed up the process when customizing many documents for a specific job.” Of course, I immediately started thinking about a process that would allow one to smoothly update a group of standard documents. For example; every time a new customer is being set up.

I reached for the INCLUDETEXT field in Word. In contrast to inserting a file (which takes the entire contents of a file), the INCLUDETEXT field allows you to specify text within a file, when that text has been identified by a bookmark.

The Plan

Set up a “CustomerInfo” source document. Then in my standard documents (target documents), I’d use the INCLUDETEXT field to link to the relevant pieces of information stored in the source document. Updating would be a breeze, simply change the information in the source and the next time the fields are updated in the target document all the correct information will appear. In this process, the Customer Information source document would:

1. Always have the same file name
2. Be stored in the same folder as the rest of the customer files. If this is not the case, then the field code in the target document will need to be adapted from my example.

The Source Document

Setting up the source document is pretty straightforward – I’d make a form detailing the information to be collected. However, bookmarks are too easy to delete when adding or updating information. I’d use content controls nested inside the bookmarks. This also takes advantage of tabbing from one control to another, making it faster to input and edit information. The controls can be grouped or placed in a table. But don’t use the Locking options when creating the control. Locking a control prevents the target document from updating.

The Target Document

I’d place the following field in the target document
{INCLUDETEXT "{FILENAME \P}\\..\\source document filename" bookmark}
Replacing the source document filename with the Customer Information filename (including the docx extension) and the bookmark with the name of the bookmark from the source document.
The {FILENAME \P}\\..\\ portion of the field extracts the path & filename of the current file and clips off the filename (using \\..\\), which allows you to substitute the source document filename. Hat tip to MS Word MVP Paul Edstein for this clever solution.

Updating

The INCLUDETEXT field is classified as a “warm” field in Word. This means it does not update automatically, but requires user intervention. The user needs to select the field and press the F9 function key to update. If multiple fields are used in the same document, use Ctrl + A to select the entire document, then press F9 to update all fields.
There are macros to update all the fields as well, but the keyboard commands are just as straightforward. Depending on the workflow, I might write a macro to loop through all the documents in a folder and force updating.

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