Thread: form documents
View Single Post
  #2   Report Post  
Posted to microsoft.public.word.docmanagement
Stefan Blom[_3_] Stefan Blom[_3_] is offline
external usenet poster
 
Posts: 6,897
Default form documents

You could use legacy text form fields for the "variable" content that you
type in. Alternatively, with recent versions of Word, you can use content
controls, which don't require document protection.

--
Stefan Blom
Microsoft Word MVP




wrote in message
...
Apologies if this is a really simple question but i am seeking some
guidance. I am wanting to set up a template letter with much of the
generic information in it already - however I then want to personalise it
with the datkl of our discussion. As an example (I am an insurance
adviser) I will visit a client for a formal review and then send a
statement of advice around the points relevant to the discussion.

In the past I used something or other whereby each section to be altered
ws completed by a little box that appeared - I would fill in the text into
the box and there might have been 6 or 7 of them. Once completed it
created the letter - templated with generic detail but personalised with
the individual detail

Can anyone please point me towards the terminology to use and if possible
training material or demo

thanks \\Tony