Suppose you would like to link fields in two different documents. As an example, let’s say you have a document wherein your client  enters their name, address, e-mail address, telephone number, and date.  Also suppose that you would to be able to lift that information to populate fields in a whole different document!

The easiest method to make this happen is to use the INCLUDETEXT field. This field will allow you to include text from your first document to your second one.

The first step would be to make certain that the text you want to include in your second document has bookmarks that define it, such as a bookmark that denotes your client’s name and another for the client’s address, etc.  Say your first document is named Client Information.doc. If  that is the case, then you would use the field below in your second document:

[ INCLUDETEXT “c:\\my folder\\Client Information.doc” ClientName }

The above field is the path to your Client Information document, with the name of the bookmark that defines the text you would like to include in your second document.

Of course, you would replace “my folder” with the name of the folder in which your Client Information document is stored.

You can include as many bookmarked fields from your Client Information in other documents that you would like. Simply use a separate INCLUDETEXT field for each piece of information you would like to reference.

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