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#1
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Ideas for form document/template
Hi,
Here's the scenario: I have a Network Documentation Manaul that we provide when we set a network - all the system information - for the client. Somewhere in the 20 to 25 page area. The basic layout of the document remains the same for different clients, with just some adjustments where necessary. What I'd like to be able to do would be to setup up some kind of document along the lines of a mail merge where we could go and fill in a spreadsheet, or whatever, and have that information go and "write" the manual for us. The difficulty I have is how can I handle things like putting data into tables? Is it possible? Any ideas of something that will achieve what I want to, if Word isn't capable? Questions: Can I do a merge involving table data? ie there might be data that would go into a 2 X 8 table. All the data would be changing between jobs. Can I merge bulletted lists, long lists? Can I take an existing document and go through the various parts of the document and convert appropriate sections to fields? ie every instance of the clients name turn it into a field? Select a table of data and make it a field? Open to ideas and suggestions at this point. Cheers, Brent |
#2
Posted to microsoft.public.word.mailmerge.fields
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Ideas for form document/template
See the article "How to create a Userform" at:
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "k1w1" wrote in message ... Hi, Here's the scenario: I have a Network Documentation Manaul that we provide when we set a network - all the system information - for the client. Somewhere in the 20 to 25 page area. The basic layout of the document remains the same for different clients, with just some adjustments where necessary. What I'd like to be able to do would be to setup up some kind of document along the lines of a mail merge where we could go and fill in a spreadsheet, or whatever, and have that information go and "write" the manual for us. The difficulty I have is how can I handle things like putting data into tables? Is it possible? Any ideas of something that will achieve what I want to, if Word isn't capable? Questions: Can I do a merge involving table data? ie there might be data that would go into a 2 X 8 table. All the data would be changing between jobs. Can I merge bulletted lists, long lists? Can I take an existing document and go through the various parts of the document and convert appropriate sections to fields? ie every instance of the clients name turn it into a field? Select a table of data and make it a field? Open to ideas and suggestions at this point. Cheers, Brent |
#3
Posted to microsoft.public.word.mailmerge.fields
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Ideas for form document/template
Yes, you can do at least some of this with mailmerge. However, Word will not
be your data source. You'll need to use Excel or Access because Word won't create a data source with that much data. Unless you are using this same data for multiple documents, you are probably better off using a custom dialog box (userform) as suggested by Doug Robbins. If you do this, make sure you store the information not only in the body of your document, but also in document variables or custom document properties. That way if you need to change something, you can restart your userform with your current information and just change what needs changing rather than re-enter all the data each time one thing needs to be altered. I regularly create customized documents for individual clients using mailmerge. This sounds like it may be what you are trying to do. Normally mailmerge is used to create the same document for multiple people/records at once. I don't use it that way. Rather, I create data records about each case/client and use it that to populate fields in different documents at different stages of a case, one case at a time. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "k1w1" wrote in message ... Hi, Here's the scenario: I have a Network Documentation Manaul that we provide when we set a network - all the system information - for the client. Somewhere in the 20 to 25 page area. The basic layout of the document remains the same for different clients, with just some adjustments where necessary. What I'd like to be able to do would be to setup up some kind of document along the lines of a mail merge where we could go and fill in a spreadsheet, or whatever, and have that information go and "write" the manual for us. The difficulty I have is how can I handle things like putting data into tables? Is it possible? Any ideas of something that will achieve what I want to, if Word isn't capable? Questions: Can I do a merge involving table data? ie there might be data that would go into a 2 X 8 table. All the data would be changing between jobs. Can I merge bulletted lists, long lists? Can I take an existing document and go through the various parts of the document and convert appropriate sections to fields? ie every instance of the clients name turn it into a field? Select a table of data and make it a field? Open to ideas and suggestions at this point. Cheers, Brent |
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