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#1
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Can I use "Protect Document" in a merge form?
I've created a document to merge data from an Excel spreadsheet. I'd like to
"protect" the document so that users can tab from checkbox to checkbox to mark them appropriately. Is this possible |
#2
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Not easily done. A completed merge will strip out formfields leaving you
with symbols rather than active checkboxes. If your users can check the boxes before the merge and then unprotect the document it works. Otherwise, if you are only merging a single record you can link up the merge to the record, display it on the screen, unlink the merge fields, and protect your document. That is easier to say than it is to do and it isn't easy to say. -- 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://www.mvps.org/word 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. "Gracia" wrote in message ... I've created a document to merge data from an Excel spreadsheet. I'd like to "protect" the document so that users can tab from checkbox to checkbox to mark them appropriately. Is this possible |
#3
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"Charles Kenyon" wrote: Not easily done. A completed merge will strip out formfields leaving you with symbols rather than active checkboxes. If your users can check the boxes before the merge and then unprotect the document it works. Otherwise, if you are only merging a single record you can link up the merge to the record, display it on the screen, unlink the merge fields, and protect your document. That is easier to say than it is to do and it isn't easy to say. -- 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://www.mvps.org/word 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. "Gracia" wrote in message ... I've created a document to merge data from an Excel spreadsheet. I'd like to "protect" the document so that users can tab from checkbox to checkbox to mark them appropriately. Is this possible |
#4
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In WordPerfect I could create templates that let me select addresses from the
Corel address book with fill-in fields. I'm trying to do something similar in Word using templates, merge and form tools, but so far, it doesn't work too well. Any suggestions, or am I wasting my time? |
#5
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With the mail merge toolbar's find record and select records buttons you can
do this as part of a merge. You could use Outlook as your source or a separate data file. I use an Excel worksheet that lists my clients and cases. My merge form pulls client name and address, prosecutor name and address, clerk of court address, and/or judge name and address for letters and other case-specific info for pleadings. -- 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://www.mvps.org/word 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://www.mvps.org/word 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. "bet_saliz" wrote in message ... In WordPerfect I could create templates that let me select addresses from the Corel address book with fill-in fields. I'm trying to do something similar in Word using templates, merge and form tools, but so far, it doesn't work too well. Any suggestions, or am I wasting my time? |
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