Filling in Multiple Documents with One Step

[Boots6]

Hello,

I'm wondering if there is a way to fill in the same information in multiple documents inside one folder with one step. In our construction business, we create new folders each time we get a new project. There are several word and excel documents within this folder that require the same information to be inserted (i.e. Job Name, Job Number, etc.). Is there a way to do this for all documents in one step? I saw something on HTML, but I don't want to start down the wrong path. Any suggestions on where to begin? Thanks!

 

[Andrzejek]

That depends on how your Word and Excel documents are set up.

If, for example, all your Word documents have a place (with Bookmarks: JobName and JobNumber) to keep this info, you may - just in memory on your computer, users don’t even have to see Word – open the Word document, go to JobNumber bookmark and insert Job Number, do the same with Job Name, save the doc, close it, and open the next one.

If, similarly, you have something like that set up in Excel (the same Sheet, same cell in all Excel files) you can do the same with Excel.


Have fun.

---- Andy

 

[Boots6]

I have done the bookmark thing with VBA for our Subcontracts. Does this mean that if I were to add the same named bookmark in that Word doc to another Word doc in a completely different folder, it would insert it? And how do you save the Bookmarks to the memory of your computer?

 

[Andrzejek]

"we create new folders each time we get a new project" - is there any logic of the structure of these folders? How many folders are there per project? Or is it just one folder per project?

If you have a Word doc, and you have a bookmark (JobName) in it, you can open this doc, GoTo bookmark JobName, insert info in this position, save doc and exit Word. All without showing Word to the user (that's what I mean 'in memory')

Have fun.

---- Andy

 

[SkipVought]

Many moons ago, actually back in 1995, I had a small business that created personalized children's books. I had about a dozen different books (Word Mail Merge templates) and ONE EXCEL DATABASE. So a new customer/book, resulated in a new row in the Customer Order database. I just printed out out the story for each order, opening the related template, using the Mail Merge > View Mereged Data feature.

I would strongly recommend using ONE DATABASE (Excel or otherwise) for your data, rather than chopping it up into multiple locations. There are many reasons for that. It is a best and accepted practice to have consilidated data.

Skip,

_{Just traded in my old subtlety...
for a NUANCE!}

 

[Boots6]

Great, thank you!