Create, change, or remove business information data

Business information sets are customized groups of information, about either an individual or an organization, that can be used to quickly fill in appropriate places in publications, such as business cards and flyers.

The business information set can include components such as an individual's name, job position or title, organization name, address, phone and fax numbers, e-mail address, tagline or motto, and logo. You can create as many different business information sets as you want.

When you create a publication, the business information set that you have used most recently is used to populate the new publication. If you have not yet created any business information sets, the user and organization names are inserted from the information you provided when Publisher was installed.

Note: Business information sets populate only publications that were created originally with business information building blocks.

In this article

Create a business information set

Change information in a business information set

Remove business information from your publications

Create a business information set

1. Do one of the following:

   • Select a publication type, and then click Insert > Business Information > Edit Business Information > New.

   • Click File > Edit Business Information > New.

     Tip: If you have already created a business information set, you must click New to create an additional business information set.

2. In the Create New Business Information Set dialog box, type the business information you want to use, and optionally add a logo.

   Notes: 

   • If you add your business information to the open publication before opening the Create New Business Information dialog box, that information appears in the dialog box.

   • If you deleted the logo from a business information set for any previous publication that was created by using Publisher, the Change and Remove buttons are replaced by an Add button.

3. In the Business information set name box, type a name for this business information set.

Change information in a business information set

1. Click Edit Business Information.

2. In the Select a business information set box, click the dropdown arrow to find and select the business information set you want to edit.

3. Click Edit.

4. In the Edit Business Information dialog box, make the changes that you want, and then click Save.

5. Click Update Publication to refresh the open publication.

   Notes: 

   • The open publication must have been created originally with business information building blocks from Insert > Business Information for the business information to update with your changes.

   • You can also edit business information by clicking the smart tag button for a business information item, such as a company name or an address, and then clicking Edit Business Information. (The smart tag button appears when you point to text or click a logo.)

   • If you change business information components directly in the open publication, and then you open the Business Information dialog box and click Update Publication, the current business information set will overwrite the changes that you made in your publication.

Apply a different business information set to a publication

1. Click Insert > Business Information > Edit Business Information.

2. Under Select a business information set, click the business information set you want to apply to the open publication.

3. Click Update Publication.

   Notes: 

   • The open publication must have been created originally with business information building blocks from Insert > Business Information for the business information to update with your changes.

   • To apply any changes that you make in the Edit Business Information Set dialog box, you must click Update Publication in the Business Information dialog box.

   • To apply the information changes to publications that you have already created, you must open each publication individually and click Update Publication in each.

Remove business information from your publications

You can manually remove specific instances of any portion of a business information set from the open publication. Alternatively, you can remove information from the business information set itself, thereby removing all instances of that information from the open publication and from any other publications that you subsequently update.

Manually remove an instance of business information from the open publication

In a publication, select any business information — such as one line of your business's address — and then press DELETE.

All other instances of the business information that you delete remain unchanged, both in the open publication and in all other existing publications.

Note: For example, if you delete one instance of an address line that appears three times in the open publication, the other two instances still appear.

Remove information components from a business information set

1. Click Insert > Business Information > Edit Business Information.

2. Under Select a business information set, click the business information set that you want to change, and then click Edit.

3. In the Edit Business Information dialog box, delete the text or logo that you want to remove, and then click Save.

4. Click Update Publication to refresh the open publication.

   Notes: 

   • The open publication must have been created originally with business information building blocks from Insert > Business Information for the business information to update with your changes.

   • When you delete any information component from a business information set, new Publisher-designed publications that you create after making that change do not contain the component that you deleted.

   • The information component that you delete from the business information set is deleted from the open publication only. To delete it from other existing publications, open each publication individually and click Update Publication in each.