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fields and external data
Hi
I am building some basic word templates, faxes, memos etc Any ideas on how I can link some fields to external data. For example the user logon information like Name, mobile phone No, Job title. So as when someone uses the template for a fax it automatically signs the document at the bottom with the information relevant to them. I can get the user info off the word options tab without any probs but I need to get it from the user info external to word. Any ideas appreciated Thanks |
#2
Posted to microsoft.public.word.docmanagement
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fields and external data
Consider using AutoText for this and AutoText fields. For each user, have a
template that has their information in AutoText entries. This template is stored in the Word Startup folder. Make this folder different for each user (part of the user profile). See http://addbalance.com/word/movetotemplate.htm for step-by-step instructions on moving / sharing / copying / backing-up customizations including AutoText, AutoCorrect, keyboard assignments, toolbars, macros, etc. You would then use AutoText fields in your templates to display this information. You might want to have an AutoNew macro in the templates that updates these fields and then locks or unlinks them. That way a document created on one person's computer will remain the same when opened on someone else's compter and if your AutoText template is not on the new computer, you won't get annoying error messages. For ideas on setting up your letterhead, take a look at: How to set up letterhead or some other document where you want one header on the first page and a different header on other pages. http://www.addbalance.com/word/headersfooters.htm This gives step-by-step instructions. (It also has the following links) Some other pages to look at: Letterhead Tips and Instructions http://sbarnhill.mvps.org/WordFAQs/Letterhead.htm Letterhead Textboxes and Styles tutorial http://addbalance.com/word/download....StylesTutorial Template Basics http://www.addbalance.com/usersguide/templates.htm How to Create a Template - Part 2 - essential reading http://www.mvps.org/word/FAQs/Custom...platePart2.htm Word "Forms" http://www.addbalance.com/word/wordw...rces.htm#Forms and Word for Word Perfect Users http://www.addbalance.com/word/wordperfect.htm if you are coming from a WP environment (or even if you are not). Hope this helps, -- 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. -- 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. "Sharpe" wrote in message ... Hi I am building some basic word templates, faxes, memos etc Any ideas on how I can link some fields to external data. For example the user logon information like Name, mobile phone No, Job title. So as when someone uses the template for a fax it automatically signs the document at the bottom with the information relevant to them. I can get the user info off the word options tab without any probs but I need to get it from the user info external to word. Any ideas appreciated Thanks |
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