Footers take a step backward

BY J. CARLTON COLLINS

Q: To avoid losing documents in the digital universe, we like to insert the document file name and path into the document’s footer. I can still do that with Excel, but I cannot figure out how to do it with Word now that I have upgraded to the 2010 version, and Word’s help section/index doesn’t seem to provide a workable solution. Any suggestions?

A: Inserting the document’s path and file name was a relatively easy task in Word 2003; unfortunately, duplicating this function in Word 2010 is a little more difficult. Word 2010 does offer a solution for inserting the file name and path into the footer (or header) as follows:

1. Double-click the footer (or header) area to make the footer (or header) area active;

2. On the Header & Footer Tools tab, select Quick Parts (from the Insert group);

3. Select Field to display the Field dialog box (shown below);

4. Next select FileName from the Field names list box;

5. Check the check box labeled Add path to filename under Field options (on the right side of the dialog box);

6. Click OK.

If the file name or path changes, the file name and path displayed in the footer (or header) are updated automatically when you Print (or preview) the document; or if you prefer, you can update the file name and path in the footer (or header) manually by right-clicking on the file name and path and selecting Update Field from the popup menu.

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: Taking an economic snapshot and looking to the future

Recent news included IRS actions that affect individuals and partnerships and a possibly influential move by a Big Four accounting firm.Take this short quiz to see how much you know about the news.