Word Merge Document as Fill-in Form

[jkafer]

Does anyone know a way that I can have the best of both worlds here?

I want to send a word document that is setup as a Fill-in form, but it is personalized with their Contact info & YTD numbers (the merge part), but the rest of the file/document is a "protected" fill-in form so that they can fill in the information and send it back to me.

I'm trying to control format but allow me to personalize it for individuals.

Jeni

 

[jkafer]

Is there a way to put an autostart macro on the merged document that would turn the protection on once it's been merged/sent?

I'm hoping to email this out.

I've tried to include the form (insert file - as mentioned in another post) in the merge document, but it unprotects it (loosing fill-in capabilities).

I've tried to include the merge doc in the Form, it keeps the "fill-in capabilites" but I loose the merge stuff.

 

[macropod]

Hi Jeni,

Mailmerge & Word Forms are largely incompatible.

However, you should be able to achieve what you want via a macro (vba). If you insert a bookmark into your (unprotected) form, you could use a macro to open the form, populate the bookmark with the recipient details, protect the form and save it to a new file. By running the populate, protect & save process in a loop, you could iterate through all the contact records.

The correct place to post such a (vba) question is:

http://www.tek-tips.com/threadminder.cfm?pid=707

Cheers

[MS MVP - Word]