A Fast Way to Add Boilerplate to a Document


Q. I often have to add large blocks of boilerplate to current documents. I have the boilerplate saved in separate documents, and while it’s not very hard to open them, copy the material and then paste it into my current document, I’m sure there is a faster way.

A. Your instinct is correct—there is, and it involves creating fields and using the IncludeText function.

Set up each boilerplate file with a descriptive name that is easy to remember because you don’t want to waste time looking it up every time you want to use it.

When you come to the place in your document where you want to add the boilerplate, insert a pair of field braces { } by pressing Ctrl+F9. Then, within the field braces type IncludeText followed by a space and the full path name of the boilerplate document. So, if you named the boilerplate file c:contractsXY contract.doc , the formula is {IncludeText “c:contractsXY contract.doc”}.

However, if both the file you want to add the boilerplate to and the boilerplate itself are in the same folder (subdirectory), you can simply call it XY contract , omitting the full path. Now press F9 to update the field, and the boilerplate will pop into the document, replacing the formula.

SPONSORED REPORT

Revenue recognition: A complex effort

Implementing the new standard requires careful judgment. Learn how to make significant accounting judgments and document them and collaborate with peers for consistent application.

TECHNOLOGY Q&A

How to create maps in Excel 2016

Microsoft Excel 2016 has two new mapping capabilities. J. Carlton Collins, CPA, demonstrates how to make masterful 2D and 3D maps in Excel 2016.

QUIZ

News quiz: Economy and health care changes top CPAs’ list

CPA decision-makers’ economic outlook and the House Republicans’ proposed tax changes as part of replacing the Patient Protection and Affordable Care Act received attention recently. See how much you know with this short quiz.