Problem: Remove inconsistencies between documents. Let’s say I write 5 sentences for "generic provision" (GP) in document A, and use that same language in document B. But if I edit the GP language in document A, I can easily forget to edit it in document B.
To be more specific: let's say GP encompassed: "This is s1. This is s2. This is s3." You have the above GP language in both document A and B. Let's say I edited the GP language to remove the last sentence, revealing: "This is s1. This is s2." I want the new GP language to automatically update in document 1 and document 2 where it exists.
Ideal solution: I can write the language once and save it as a template that can be used across documents. For instance, I write up the language, save it as “Market Standoff Language,” and then invoke that language in multiple documents. When I want to make an edit, I only change the template. All the places where the language was invoked updates automatically. I don’t have to go through each document to change the language manually.
In summary: ideal solution will have all of the following: (a) generic template creation, (b) usability across multiple documents, AND (c) automate update.
What I’ve tried:
- Adding selections to building block. This allows me to do (a) and (b), but NOT (c). The building block does not update automatically. I would have to find and reinsert the selection, defeating the purpose of the exercise. See What's a good way to share a value in multiple places in a Word document?
- Add selection to autotext. Same issues as (1)
- Create Rich Content Control under the developer tab. It does not allow me to do (b) or (c). See How to create a custom "Document Property"? or Add QuickPart Like Date or Title in Word
- Create a bookmark and cross reference. It does not allow me to do (b). I can do (c) if I highlight the entire document and press F9
- Create custom document property. Does NOT fulfill (b). Once you create the document property quickpart, it does not carryover to another document, like a building block. See Word Create Several Document Properties in Quick Parts
- Edit document properties. Insert Quickparts → document property. Not fulfill (b). But it does update without having to change anything.
- Create bookmark and use field reference. Not fulfill (b) Create bookmark then insert field → Formula → REF and paste bookmark. If you edit original text, and highlight all and press F9, the connected text automatically updates