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#1
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Finding/Changing Select Text: Technique?
I have a Trust document in which the trustee is sometimes a man,
sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#2
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Finding/Changing Select Text: Technique?
David,
You might use a DropDown to identify the trustee/s. You could put the following entries in the dropdown Trustee (Male) Trustee (Female) Trustees and then run code something like this to set the value in the dropdown and other text fields: Sub OnExit() Dim oFF As FormFields Set oFF = ActiveDocument.FormFields Select Case oFF("DropDown1").DropDown.Value Case Is = 1 oFF("Text1").Result = "His" oFF("Text2").Result = "the Trustee is" Case Is = 2 oFF("Text1").Result = "Her" oFF("Text2").Result = "the Trustee is" Case Is = 3 oFF("Text1").Result = "Their" oFF("Text2").Result = "the Trustees are" End Select End Sub Note this will result in a fourth entry in the dropdown (Trustee) which hopefully you can just ignore. On Sep 10, 6:51 pm, djprius wrote: I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#3
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Finding/Changing Select Text: Technique?
What you might want to consider is this: Instead of having a document with a
single male trustee, have a document in which you must select the appropriate form, which will then be propagated throughout the document. The DataPrompter add-in from Bill Coan will allow you to add a UserForm that basically asks the question, "Male, female, or plural?" and then fills in the appropriate terms at the places you designate in the document. See http://www.wordsite.com/products/dpdas.htm and http://www.wordsite.com/products/dpdas_features.htm. -- 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. "djprius" wrote in message ... I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#4
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Finding/Changing Select Text: Technique?
You could run this code on entry to the dropdown so it only displays
the three choices: Sub OnEntry() Dim oFF As FormFields Set oFF = ActiveDocument.FormFields With oFF("DropDown1").DropDown .ListEntries(1).Name = "Trustee (Male)" .ListEntries(2).Name = "Trustee (Female)" .ListEntries(3).Name = "Trustees" On Error Resume Next .ListEntries(4).Delete On Error GoTo 0 End With End Sub On Sep 10, 6:51 pm, djprius wrote: I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#5
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Finding/Changing Select Text: Technique?
If you don't want to purchase a program (of which there are many) or program
it yourself as per Greg's assistance then create 3 separate documents templates. "djprius" wrote in message ... I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#6
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Finding/Changing Select Text: Technique?
Here's a better technique:
In the File Properties dialog, on the Custom tab, define custom properties with Text type. The names can be whatever you like, but I'll suggest Trustee, Verb, Pronoun, and Possessive. Assign them values like this: Trustee = trustee Verb = is Pronoun = he Possessive = his If your base is a document (.doc), save it as a template (.dot). In the boilerplate, replace each occurrence of "trustee" by a field with the code { DocProperty Trustee } The field, when updated, will show the value you assigned to the document property. Also replace each occurrence of "is" that would be affected by the number of trustees by a field with the code { DocProperty Verb } Similarly, replace "he" with { DocProperty Pronoun } and replace "his" with { DocProperty Possessive }. Whenever you start a new trust document, do it by basing it on the template; then go to File Properties for that document and change the document properties' values if necessary: Trustee = trustee Verb = is Pronoun = she Possessive = her or Trustee = trustees Verb = are Pronoun = they Possessive = their Finally, select the whole document and press F9 (or go to Print Preview and back) to update the fields. -- 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. On Mon, 10 Sep 2007 18:51:52 -0400, djprius wrote: I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#7
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Finding/Changing Select Text: Technique?
Greg,
Since I'm brand new to Word (July 07), I'm not up to implementing what you propose (yet). The suggestion by Jay Freedman is one that seems easiest for me to implement. Thank you for your help. David ************************************** Greg Maxey wrote: David, You might use a DropDown to identify the trustee/s. You could put the following entries in the dropdown Trustee (Male) Trustee (Female) Trustees and then run code something like this to set the value in the dropdown and other text fields: Sub OnExit() Dim oFF As FormFields Set oFF = ActiveDocument.FormFields Select Case oFF("DropDown1").DropDown.Value Case Is = 1 oFF("Text1").Result = "His" oFF("Text2").Result = "the Trustee is" Case Is = 2 oFF("Text1").Result = "Her" oFF("Text2").Result = "the Trustee is" Case Is = 3 oFF("Text1").Result = "Their" oFF("Text2").Result = "the Trustees are" End Select End Sub Note this will result in a fourth entry in the dropdown (Trustee) which hopefully you can just ignore. On Sep 10, 6:51 pm, djprius wrote: I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#8
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Finding/Changing Select Text: Technique?
Suzanne S. Barnhill wrote:
What you might want to consider is this: Instead of having a document with a single male trustee, have a document in which you must select the appropriate form, which will then be propagated throughout the document. The DataPrompter add-in from Bill Coan will allow you to add a UserForm that basically asks the question, "Male, female, or plural?" and then fills in the appropriate terms at the places you designate in the document. See http://www.wordsite.com/products/dpdas.htm and http://www.wordsite.com/products/dpdas_features.htm. Susanne, Thank you for the reference. I don't think I want to learn a new program right now since I'm just learning Word (having used WordPerfect since 1986!) My need for the coding is likely only 10-15 times a year -- so the investment in learning and setup is likely to great. (I have used the program HotDocs in the past; this sounds like it may be similar). But thanks. David |
#9
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Finding/Changing Select Text: Technique?
Summer,
Using separate templates doesn't work because the basic form will likely be changed each: it is a starting point only and must be customized. To further complicate the matter, they are often done in pairs, one for each spouse. As noted in my response to another poster, I have used HotDocs, the leading program, I think, in the past. That program didn't work that well for me since most of the documents are heavily customized. Thanks for your response. David ******************************************* Summer wrote: If you don't want to purchase a program (of which there are many) or program it yourself as per Greg's assistance then create 3 separate documents templates. "djprius" wrote in message ... I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#10
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Finding/Changing Select Text: Technique?
Jay,
I think your suggestion sounds like it fits the bill perfectly -- and is one that I as a novice Word user can implement. I'll let you know if I'm successful. Thanks. David *********************************************** Jay Freedman wrote: Here's a better technique: In the File Properties dialog, on the Custom tab, define custom properties with Text type. The names can be whatever you like, but I'll suggest Trustee, Verb, Pronoun, and Possessive. Assign them values like this: Trustee = trustee Verb = is Pronoun = he Possessive = his If your base is a document (.doc), save it as a template (.dot). In the boilerplate, replace each occurrence of "trustee" by a field with the code { DocProperty Trustee } The field, when updated, will show the value you assigned to the document property. Also replace each occurrence of "is" that would be affected by the number of trustees by a field with the code { DocProperty Verb } Similarly, replace "he" with { DocProperty Pronoun } and replace "his" with { DocProperty Possessive }. Whenever you start a new trust document, do it by basing it on the template; then go to File Properties for that document and change the document properties' values if necessary: Trustee = trustee Verb = is Pronoun = she Possessive = her or Trustee = trustees Verb = are Pronoun = they Possessive = their Finally, select the whole document and press F9 (or go to Print Preview and back) to update the fields. -- 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. On Mon, 10 Sep 2007 18:51:52 -0400, djprius wrote: I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
#11
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Finding/Changing Select Text: Technique?
FWIW, it's not a new program; it's an add-in to Word that uses DocProperties
(and DocVariables) in much the same way Jay describes. It just automates creating a UserForm to collect the data to write to those properties so you don't have to do it manually. -- 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. "djprius" wrote in message ... Suzanne S. Barnhill wrote: What you might want to consider is this: Instead of having a document with a single male trustee, have a document in which you must select the appropriate form, which will then be propagated throughout the document. The DataPrompter add-in from Bill Coan will allow you to add a UserForm that basically asks the question, "Male, female, or plural?" and then fills in the appropriate terms at the places you designate in the document. See http://www.wordsite.com/products/dpdas.htm and http://www.wordsite.com/products/dpdas_features.htm. Susanne, Thank you for the reference. I don't think I want to learn a new program right now since I'm just learning Word (having used WordPerfect since 1986!) My need for the coding is likely only 10-15 times a year -- so the investment in learning and setup is likely to great. (I have used the program HotDocs in the past; this sounds like it may be similar). But thanks. David |
#12
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Finding/Changing Select Text: Technique?
Jay,
Your solution was perfectly tailored for my need, a truly elegant way to handle my usage. Thank you again. I found something that surprised me: I can enter the DocProperty field codes on Word 2007 through Insert|Quick Parts|Field, but I cannot successfully use the manual method (Ctrl+F9 to get the field code markers and then manually insert the DocProperty field code and parameter). I tried this on two computers that have Word 2007 without success. I used the exact same syntax -- including spacing and capitalization -- as the Insert, etc. method and it didn't work. I then varied spacing (by leaving out the leading space and trailing space); one day that worked on one computer, but today even that didn't work. On the second computer, I never got the manual method to work. Puzzling to me. David ************************************************ Jay Freedman wrote: Here's a better technique: In the File Properties dialog, on the Custom tab, define custom properties with Text type. The names can be whatever you like, but I'll suggest Trustee, Verb, Pronoun, and Possessive. Assign them values like this: Trustee = trustee Verb = is Pronoun = he Possessive = his If your base is a document (.doc), save it as a template (.dot). In the boilerplate, replace each occurrence of "trustee" by a field with the code { DocProperty Trustee } The field, when updated, will show the value you assigned to the document property. Also replace each occurrence of "is" that would be affected by the number of trustees by a field with the code { DocProperty Verb } Similarly, replace "he" with { DocProperty Pronoun } and replace "his" with { DocProperty Possessive }. Whenever you start a new trust document, do it by basing it on the template; then go to File Properties for that document and change the document properties' values if necessary: Trustee = trustee Verb = is Pronoun = she Possessive = her or Trustee = trustees Verb = are Pronoun = they Possessive = their Finally, select the whole document and press F9 (or go to Print Preview and back) to update the fields. -- 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. On Mon, 10 Sep 2007 18:51:52 -0400, djprius wrote: I have a Trust document in which the trustee is sometimes a man, sometimes a woman, and sometimes multiple persons. I need to be able to efficiently find and change things like the following: 1. If there are "trustee" (plural), the expression "the trustee is" in the form needs to be changed to "the trustees are" [I can use search and replace for changing the singular to the plural, but changing "is" to "are" cannot be handled efficiently this way because "is" might be used 150 times in the document and only need changing in only 4 or 5 instances); 2. If the trustee is a woman, the expression might be "the trustee in HER discretion", but if a man, it would be "the trustee in HIS discretion". The main factor is *finding* the text; it would be a bonus to have an easy way to change it, but there are usually only 5-10 places that need changing so that manually changing them is not a major issue. I've been considering using hidden text at the spots in the text that might need changing or using bookmarks. Are these workable ideas? Which would be a better technique? Maybe there's another way entirely separate that should be used. I'd appreciate any suggestions that people with experience have on this issue. Thanks. David |
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