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#1
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automatically prompt then update in multiple places
I want to automatically prompt users and then update with the response in
certain places within proposal documents. For example, we have proposals that currently have CUSTOMER NAME appearing throughout a document, or DATE appearing in footers. I want to automatically ask the proposal users what the CUSTOMER NAME should be; then, once they respond, to have Word automatically update their answer in all the places that CUSTOMER NAME appears. This would be faster than using Find and Replace. Similarly, I'd like the user to be asked to populate the DATE with the date in the future they choose (not a field code date). This will alleviate time for the many folks who use these documents on a daily basis. More importantly, it will eliminate the potential of the user forgetting to make updates in all the needed places. Since these are proposals, these are important quality issues to us. Does anyone have any idea on how to make this prompting be automatic and the subsequent response automatically populate too? Any guidance will be helpful. |
#2
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automatically prompt then update in multiple places
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 "cayce" wrote in message ... I want to automatically prompt users and then update with the response in certain places within proposal documents. For example, we have proposals that currently have CUSTOMER NAME appearing throughout a document, or DATE appearing in footers. I want to automatically ask the proposal users what the CUSTOMER NAME should be; then, once they respond, to have Word automatically update their answer in all the places that CUSTOMER NAME appears. This would be faster than using Find and Replace. Similarly, I'd like the user to be asked to populate the DATE with the date in the future they choose (not a field code date). This will alleviate time for the many folks who use these documents on a daily basis. More importantly, it will eliminate the potential of the user forgetting to make updates in all the needed places. Since these are proposals, these are important quality issues to us. Does anyone have any idea on how to make this prompting be automatic and the subsequent response automatically populate too? Any guidance will be helpful. |
#3
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automatically prompt then update in multiple places
See http://gregmaxey.mvps.org/Repeating_Data.htm.
-- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. cayce wrote: I want to automatically prompt users and then update with the response in certain places within proposal documents. For example, we have proposals that currently have CUSTOMER NAME appearing throughout a document, or DATE appearing in footers. I want to automatically ask the proposal users what the CUSTOMER NAME should be; then, once they respond, to have Word automatically update their answer in all the places that CUSTOMER NAME appears. This would be faster than using Find and Replace. Similarly, I'd like the user to be asked to populate the DATE with the date in the future they choose (not a field code date). This will alleviate time for the many folks who use these documents on a daily basis. More importantly, it will eliminate the potential of the user forgetting to make updates in all the needed places. Since these are proposals, these are important quality issues to us. Does anyone have any idea on how to make this prompting be automatic and the subsequent response automatically populate too? Any guidance will be helpful. |
#4
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automatically prompt then update in multiple places
Much the simplest way to do this is to use a UserForm to collect the data
and write it to custom document properties. Use DocProperty fields in the document to insert the data from the properties. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "cayce" wrote in message ... I want to automatically prompt users and then update with the response in certain places within proposal documents. For example, we have proposals that currently have CUSTOMER NAME appearing throughout a document, or DATE appearing in footers. I want to automatically ask the proposal users what the CUSTOMER NAME should be; then, once they respond, to have Word automatically update their answer in all the places that CUSTOMER NAME appears. This would be faster than using Find and Replace. Similarly, I'd like the user to be asked to populate the DATE with the date in the future they choose (not a field code date). This will alleviate time for the many folks who use these documents on a daily basis. More importantly, it will eliminate the potential of the user forgetting to make updates in all the needed places. Since these are proposals, these are important quality issues to us. Does anyone have any idea on how to make this prompting be automatic and the subsequent response automatically populate too? Any guidance will be helpful. |
#5
Posted to microsoft.public.word.docmanagement
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automatically prompt then update in multiple places
I'll give this a whirl and see where it takes me.
thanks. "Doug Robbins - Word MVP" wrote: 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 "cayce" wrote in message ... I want to automatically prompt users and then update with the response in certain places within proposal documents. For example, we have proposals that currently have CUSTOMER NAME appearing throughout a document, or DATE appearing in footers. I want to automatically ask the proposal users what the CUSTOMER NAME should be; then, once they respond, to have Word automatically update their answer in all the places that CUSTOMER NAME appears. This would be faster than using Find and Replace. Similarly, I'd like the user to be asked to populate the DATE with the date in the future they choose (not a field code date). This will alleviate time for the many folks who use these documents on a daily basis. More importantly, it will eliminate the potential of the user forgetting to make updates in all the needed places. Since these are proposals, these are important quality issues to us. Does anyone have any idea on how to make this prompting be automatic and the subsequent response automatically populate too? Any guidance will be helpful. |
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