Troubleshoot master documents and subdocuments

The subdocument might be collapsed. To view the subdocument, display the master document in outline view, and then click Expand Subdocuments on the Outlining toolbar.

You can also view tracked changes by opening the subdocument.

• Subdocuments might be collapsed in the master document     When the subdocuments are collapsed, some of the buttons on the Outlining toolbar are not available. To use the buttons, click Expand Subdocuments on the Outlining toolbar.

• Subdocuments might be locked     When a subdocument is locked, you cannot modify it.

You can use different templates— or use different settings within the templates— for the master document and for individual subdocuments. When you view or print a subdocument as part of the expanded master document, Microsoft Word displays or prints the subdocument using the styles from the master document's template.

To view or print the subdocument using the styles from its original template, open the subdocument in its own window. If you want to use the same template for the master document and the subdocuments, attach the master document's template to each subdocument.

To use the same section formatting (such as page number, headers, or footers) throughout the entire master document, set the formats in the master document.

To change the page numbers, headers, or footers for an individual subdocument, open the subdocument and set the formats you want.

You probably opened a subdocument and applied heading numbering to it. In this case, Microsoft Word attaches the heading numbering formats to the heading styles or outline levels stored in the subdocument's template (instead of in the master document's template). When you view the subdocument as part of the expanded master document, Word displays the subdocument using the heading styles or outline levels from the master document's template. To view the subdocument using the heading styles or outline levels from its original template, open the subdocument in its own window. To apply heading numbering to the entire master document, do so within the master document.

The graphic might be formatted as a floating graphic. To view the graphic, click Print Layout or Web Layout on the View menu. To print the graphic, make it an inline graphic.

You might be trying to link text boxes that are in different subdocuments. To link text boxes in a master document, the text boxes must be in the same subdocument. Move or copy the text boxes to the same subdocument and try again.

To update cross-references to other subdocuments, you must work on the subdocuments from within the master document; you can't update such cross-references while working on an open subdocument. Close the subdocument, open the master document, and then expand the subdocuments. Select the text that contains the error messages, and then press F9 to update the cross-references.

The table of contents or index is probably in a subdocument. To update such an index or table of contents, you must work on the subdocument from within the master document; you can't update it while working on it as an open subdocument. Close the subdocument that contains the table of contents or index, and then open the master document. Expand the subdocuments. Click anywhere in the table of contents or index, and then press F9 to update the page numbers.

When you create subdocuments, make sure that you select all of the text that you want to divide into subdocuments. The selection begins with the heading style or outline level you want to use to signify the beginning of each subdocument. Microsoft Word uses the first heading in the selection to determine where to create subdocuments. For example, if the selection begins with text formatted with the Heading 3 style, Word creates a new subdocument at each Heading 3 in the selection, even if the selection contains text formatted with the Heading 1 or Heading 2 style.

To view the file name and location of each subdocument, display the master document in outline view and then collapse the subdocuments. The subdocument's hyperlink display text shows the file name and location. If part of the file name or location isn't visible on the screen, you can rest the pointer over the hyperlink display text; the file name and location appear in a pop-up window. If you want to rename or move a subdocument, you must do so by opening the document from within the master document and using the Save As command from within the subdocument.

You or someone else may have renamed the subdocument from Microsoft Windows Explorer. When you rename or move a subdocument, you should do so from within the master document (that is, you should open the subdocument from within the master document and then rename the file).

To display the master document toolbar buttons, click Master Document View on the Outlining toolbar.

• Master document view is combined with outline view    Use outline view to work with a master document and subdocuments. To create or change a master document, click Outline on the View menu. To view the entire master document, click Normal or Print Layout on the View menu.

• The document might be protected    When a document is protected, the Outline command (View menu) might not be available, so you cannot use the Outlining toolbar to work with master documents and subdocuments.

The maximum number of subdocuments allowed in a master document depends on the number of files you have open, the size of the files you have open, the number of programs you are running, the amount of computer memory, the operating system you are using, and other system configurations. If you reach this limit when you save the master document, Microsoft Word can't save your documents. You can:

• Cancel saving the master document, close other programs, and then try saving again.
• Convert some of the subdocuments into master document text, and then save the master document.
• Use an INCLUDETEXT field to insert the contents of one subdocument into another.
• Remove the subdocuments from the master document, and then save the master document.

You can then copy the text from the subdocuments into a regular Word document.

To work with a master document and subdocuments in a new location, first do the following:

1. Display the master document in outline view.
2. Open the subdocument that you want to save to a new location. If the subdocuments are collapsed, click the hyperlink of the subdocument you want to open. If the subdocuments are expanded, double-click the subdocument icon of the subdocument you want to open. If you cannot see the subdocument icon, click Master Document View on the Outlining toolbar.
3. On the File menu, click Save As.
4. To save the copy in a different folder, click a different location in the Save in box, or click a different folder name in the folder list, or both.
5. In the File name box, type a new name for the document.
6. Click Save.
7. On the File menu, click Close. Repeat steps 2 through 6 for each subdocument, and then save the master document to the new location.

If the master document is stored on a network location, another user probably has the master document or subdocument open. If the document is in use, you may be able to open a copy of the document or open it read-only, but you can't modify the original document. However, if you open a copy of the master document or open it read-only, you can still modify the subdocuments it contains (as long as the subdocuments are collapsed and the subdocuments are not in use).

The subdocument is probably locked, which means that you can view the subdocument but you can't modify it. Note that when the subdocuments are collapsed, all subdocuments appear locked. Microsoft Word locks a subdocument in the following cases:

• The master document is stored on a network location and another user opened the subdocument in order to view or edit it    If you try to unlock the subdocument, Word displays a message. When the other user closes the subdocument, you can unlock the document and start working on it.
• The subdocument's author set a read-only file sharing option    If the author set the Read-only recommended option, you can modify the subdocument if you click No when you open the document. If the author set the Password to modify option, you can't modify the subdocument unless you know the password.
• The master document is stored on a read-only file share    In this case, you can't unlock the subdocuments.

Microsoft Word cannot find the subdocument if any of the following is true:

• You move the subdocument to a different location relative to the master document.
• The subdocument is located on a network drive that is no longer valid.
• You delete or rename the subdocument file.