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.

RESOURCES

Keeping you informed and prepared amid the coronavirus outbreak

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.

VIDEO

Excel walk-through: Sparklines

Want to liven up your spreadsheets with some color and graphical elements? Kelly L. Williams, CPA, Ph.D., shows how to use Excel sparklines, which illustrate data trends and patterns via small charts that fit in a single Excel cell.