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#1
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Need to create a merge document using a "Data Form"
My boss wants me to create a merge document (for a management agreement)
where he can input the information using a Data Form. I'm familiar with creating a data source in Excel, but cannot seem to figure out how to get this Data Form started. Any help would be greatly appreciated. I am using Microsoft Word 2007. |
#2
Posted to microsoft.public.word.mailmerge.fields
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Need to create a merge document using a "Data Form"
Rather than mail merge, you probably need a userform.
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 "HeatherRealEstateAdmin" m wrote in message ... My boss wants me to create a merge document (for a management agreement) where he can input the information using a Data Form. I'm familiar with creating a data source in Excel, but cannot seem to figure out how to get this Data Form started. Any help would be greatly appreciated. I am using Microsoft Word 2007. |
#3
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Need to create a merge document using a "Data Form"
Thank you for the input.
Unfortunately, creating a userform is not the answer to his question, as he wants another document to "match" the ones we currently have that are merge documents created so that a Data Form is used for entry. This is how all our leases and agreements were made before I came, we just need a new agreement for a different kind of property. Perhaps at some point in the future I can try to convince him to switch over to userforms. However, it appears from your tutorial that in the UserForms, the information is entered as a text box instead of normal text - am I reading that right? "Doug Robbins - Word MVP" wrote: Rather than mail merge, you probably need a userform. 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 "HeatherRealEstateAdmin" m wrote in message ... My boss wants me to create a merge document (for a management agreement) where he can input the information using a Data Form. I'm familiar with creating a data source in Excel, but cannot seem to figure out how to get this Data Form started. Any help would be greatly appreciated. I am using Microsoft Word 2007. |
#4
Posted to microsoft.public.word.mailmerge.fields
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Need to create a merge document using a "Data Form"
The information is entered into a text box on the user form and when the OK
button is click, it is transferred into the document as normal text -- 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 "HeatherRealEstateAdmin" m wrote in message ... Thank you for the input. Unfortunately, creating a userform is not the answer to his question, as he wants another document to "match" the ones we currently have that are merge documents created so that a Data Form is used for entry. This is how all our leases and agreements were made before I came, we just need a new agreement for a different kind of property. Perhaps at some point in the future I can try to convince him to switch over to userforms. However, it appears from your tutorial that in the UserForms, the information is entered as a text box instead of normal text - am I reading that right? "Doug Robbins - Word MVP" wrote: Rather than mail merge, you probably need a userform. 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 "HeatherRealEstateAdmin" m wrote in message ... My boss wants me to create a merge document (for a management agreement) where he can input the information using a Data Form. I'm familiar with creating a data source in Excel, but cannot seem to figure out how to get this Data Form started. Any help would be greatly appreciated. I am using Microsoft Word 2007. |
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