creating a template in word

[jutetrea]

Back in the day, and I mean awhile ago... i worked in company that used word templates to make proposals.

You would open a template and a new "sheet" would appear, as well as a grey box. The grey box was essentially a form that you filled out, name, address, price, location, etc.

Once you filled out this form it would place all the information you entered into the correct location on the document.

Any idea if this is still possible? Our proposals usually have 60-70 instances of a company name, split between long and short names (acme company, ltd and acme for instance) and find/replace doesn't always work perfectly... sometimes Inc. sometimes inc, periods at ends of names, etc.

Thanks for any help.
JT

 

[PadawanJoey]

It still works:

Go to Insert: Field:

Choose the type of field...usually in this case you would use MAILMERGE then FILL-IN. Insert the fields where you need them in the report. Then when you arfe done, hit F9 to re-fresh and check your work. Make sure you have your locked forms toolbar open to toggle back and forth.
Hope this helps!

-Joey

 

[jutetrea]

Ok, thanks. That does a good portion of what I want to do as long as I can get it to work on a template.

When I did the mailmerge/fill-in it brought up an entry window.... Is there a way to link those together. ie, I enter "company name - short" and it goes to 15 different places in the document? and "company name - large" and it goes to a different 15?

Thanks, even if it isn't perfect it opened up a nice range for me.

 

[PadawanJoey]

try clicking on the "ab" text box icon on the forms toolbar. this will allow you to define the data for each box..and also assign it to run with a macro upon entry.

 

[pbrodsky]

It looks as though DocVariable fields ought to do what you want (I've never tried them). The Help file reads:
Field codes: DocVariable field

{ DOCVARIABLE "Name" }
Inserts the string assigned to a document variable. Each document has a collection of variables, which can be added and referenced by the Visual Basic for Applications programming language. This field provides a way to display the contents of the document variables in the document.

Instruction Explanation

"Name" The name of the document variable


Note For more information about Document Variables, query for "Document.Variables" in the Visual Basic for Applications Help file. If Help is not installed, run Setup again to install it.