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WordGuide · Automate and collaborateLevel 2 · Intermediate6 min readUpdated:

Automatic fields: date, file name and data that updates itself

Quick answer

A field is a placeholder Word fills in for you: the date, file name, page count or author. Insert one from Insert › Text › Quick Parts › Field. Use SaveDate or CreateDate instead of Date, which changes every time the file is opened. F9 updates fields and Alt+F9 shows the codes. In contracts, type the signature date as fixed text.

It happens more often than you think: you print the “final” version of a document and nobody knows which file it came from, or the footer says “Page 3 of 10” when the document now has twelve. Or worse: you open a contract signed months ago and the date on page one says today.

Behind all of this are fields. A field works like a spreadsheet cell with a formula: inside it stores an instruction (the field code, for example { NUMPAGES }) and outside it shows the result (12). Word recalculates the result when you ask it to, or at certain moments such as printing.

In this guide you'll learn to insert the fields that actually matter in a law firm or a company, pick the right date for each case and freeze what must never change.

What you'll learn

  • What a field is and how to see its code with Alt+F9
  • Which date to use: Date, CreateDate, SaveDate or PrintDate
  • How to put the file path and “Page X of Y” in the footer
  • How to use document properties (author, title) in the text
  • How to lock a field or turn it into text before signing

Step by step

Understand the difference between code and result

Every field has two faces. The code is the instruction in braces, for example { SAVEDATE \@ "MM/dd/yyyy" }. The result is what you see and print: 10/03/2026. Press Alt+F9 to switch between the two views across the whole document; press it again to go back.

Many Word features you use every day are already fields: page numbers, the automatic table of contents and cross-references.

Diagram: the SAVEDATE field code, the F9 key that updates it and the visible result, a date.

Open the Field dialog from Quick Parts

Put the cursor where you want the data and go to Insert › Text › Quick Parts › Field…. The Field dialog opens: on the left you pick the Category and field name; in the middle, its properties (such as the date format); on the right, extra options.

Field names are the same in every language version of Word (SaveDate, FileName, NumPages): the code is universal.

Quick Parts menu on the Insert tab with the Field option highlighted.
Tip

Leave “Preserve formatting during updates” checked: if you make the field bold, it stays bold when it updates.

Pick the right date: they don't all behave the same

Under Categories choose Date and Time. You'll see four date fields that look alike but aren't:

FieldWhat it showsUse it for
DATEToday's date, every time the file is opened or printedLetter templates filled in and sent the same day
CREATEDATEWhen the file was created (or saved with Save As)Origin date of a matter file or report
SAVEDATEThe last time it was savedVersion control in the footer
PRINTDATEThe last time it was printedKnowing how old a paper copy is

Under Date formats pick one from the list or type your own, for example MMMM d, yyyy for “October 3, 2026”.

Field dialog with the Date and Time category, the SaveDate field highlighted and a long date format.
Watch out

DATE doesn't store the date you wrote the document: it shows today's. In a contract, pleading or set of minutes, that means the document “changes date” every time someone opens it.

Put the file path and “Page X of Y” in the footer

Double-click the footer and insert, from the same Field dialog:

  • FILENAME (category Document Information): the file name. Check Add path to filename and you get { FILENAME \p }, with the full folder.
  • PAGE: the current page number.
  • NUMPAGES: the total pages in the document.
  • SECTIONPAGES: the pages in the current section. Handy for exhibits: “Exhibit B – page 2 of 4”.

Type “Page ”, insert PAGE, type “ of ” and insert NUMPAGES. Legal example: with the path and SAVEDATE in the footer, every printed draft says which file and which day it came from.

Contract footer showing the full file path, the save date and the text Page 3 of 12.

Fill in the properties and bring them into the text

Go to File › Info. In the right panel, under Properties, fill in Title and check the Author; Show All Properties reveals more (company, subject, category).

Then, in the document, use Insert › Quick Parts › Document Property and choose, for example, Title. This inserts a linked box: edit it in the text and the property changes, and vice versa. If you prefer a classic field, use TITLE or AUTHOR from the Field dialog.

File view with Info selected and the Properties panel showing the Title field filled in.
Tip

In a contract template, put the client's name in the Company property and repeat it with Document Property: change it in one place and it updates everywhere.

Show the chapter title in the header with STYLEREF

The STYLEREF field copies the text of the nearest paragraph with a given style. In the header, open the Field dialog, choose the Links and References category, the StyleRef field and the Heading 1 style: each page shows the title of the chapter it belongs to. It only works if your headings use real styles. We cover it in depth in headers and footers.

Field dialog with the StyleRef field selected and the Heading 1 style highlighted.

Type and update fields from the keyboard

Field braces can't be typed with the normal keys: if you type { and }, Word sees text, not a field. Press Ctrl+F9 to create a pair of field braces, type the code inside (for example NUMPAGES) and press F9 to see the result.

KeyWhat it does
F9Updates the selected fields (select everything first to update the whole document)
Alt+F9Shows or hides the codes for the whole document
Shift+F9Shows or hides the code of the selected field

You can also right-click a field: Update Field, Edit Field… or Toggle Field Codes.

Ctrl+F9 shortcut to insert a pair of field braces; on Mac, Command+F9.
Tip

If an AI gives you a field code, don't paste it as is: create the braces with Ctrl+F9 and type only the text inside.

Make fields visible and update them before printing

To tell automatic content from typed text at a glance, go to File › Options › Advanced, section Show document content, and set Field shading to Always. Fields get a gray background on screen; that gray never prints.

Then, in File › Options › Display, under Printing options, check Update fields before printing. You'll never print an outdated “Page 3 of 10” again.

Word Options on the Display page with the Update fields before printing box checked.

Freeze what must not change: the signing date as text

In a contract, the line “Signed in New York on October 3, 2026” must be fixed text, never a DATE field. If you use Insert › Text › Date & Time, uncheck Update automatically: Word types the date as plain text.

If the field is already there, you have two ways out. Lock it (Ctrl+F11; Ctrl+Shift+F11 unlocks it): it's still a field, but F9 no longer changes it. Or unlink it (Ctrl+Shift+F9): it becomes text for good. If you prefer menus, copy the field and paste it with Home › Paste › Keep Text Only; or add the Lock Fields and Unlink Fields commands from File › Options › Quick Access Toolbar, under Commands Not in the Ribbon.

Contract signature block with the place and date line highlighted, typed as fixed text.
Watch out

Unlinking can't be reversed (except with an immediate Ctrl+Z). Do it on the final version, right before signing or exporting to PDF.

Expert tips

  • Update everything at once. Select the whole document (Ctrl+A) and press F9. Fields in headers and footers update when you print, or when you double-click into them, select them and press F9.
  • Jump from field to field. F11 goes to the next field and Shift+F11 to the previous one: ideal for checking a template before sending it.
  • Watch the metadata. AUTHOR, TITLE or FILENAME \p can show data you don't want the client to see (your user name or the server path). Check them before sending: how to remove metadata.
  • AI writes, fields count. If you ask ChatGPT or Copilot for the draft, don't let it type page numbers or version dates: add them yourself with fields and they'll stay up to date on their own.

Common mistakes and how to fix them

Problem

An old contract shows today's date when you open it.

Fix

It has a DATE field. Press Alt+F9 to confirm and replace it with the real date typed as text, or correct the date and unlink the field with Ctrl+Shift+F9.

Problem

The STYLEREF field shows an error message instead of the heading.

Fix

It can't find any paragraph with that style. Apply the Heading 1 style to your headings or edit the field to point at the style you actually use.

Problem

You type braces by hand and the field does nothing.

Fix

Typed braces are just text. Delete them, press Ctrl+F9 to create field braces, type the code inside and press F9.

Problem

The page total is wrong after you add text.

Fix

Fields don't always recalculate instantly. Press F9 on them or turn on Update fields before printing in File › Options › Display.

In Word for Mac

In Word for Mac the Field dialog is under Insert › Quick Parts › Field… or the Insert › Field… menu in the menu bar. Field braces are created with ⌘+F9 and codes are shown with ⌥+F9 (on some keyboards you also need fn). Field shading is set in Word › Preferences › View.

Frequently asked questions

What's the difference between DATE and SAVEDATE?

DATE always shows today's date; SAVEDATE shows when the file was last saved. To identify versions, use SAVEDATE; for a signed document, use neither: fixed text.

Why does my field show strange code in braces?

Field code view is on. Press Alt+F9 to see the results again, or right-click the field and choose Toggle Field Codes.

Does the gray field shading show up in the PDF or on paper?

No. Field shading is only an on-screen aid; it doesn't print or appear when you save as PDF.

What's the difference between Document Property and the AUTHOR or TITLE fields?

Document Property inserts a box linked both ways: edit it and the property changes. AUTHOR or TITLE fields only read the property and update with F9.

Official sources

Microsoft documentation consulted for this guide.

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