Identify Files with Customized Information

BY STANLEY ZAROWIN

We have something like 75 different spreadsheets containing various studies and reports circulating in the office at any one time. While it’s usually possible to identify each author because of the subject, I’d like some easy way to label each file without putting the information directly in the worksheet. Any ideas?

Every Office Suite program has a hidden Properties section in which you can enter all kinds of identification data. To access it, click on File , Properties . The opening screen that defaults is Summary (see screenshot below).

Any data you fill out in the Properties screens always stay with the file. To add other information not listed in the Summary section, click on the Custom tab. Also, check out the Statistics page; it provides a wide range of data about the file that you might find useful.

SPONSORED REPORT

Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.