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I am not one hundred percent sure of your requirement, but rather than using
Mail Merge, I would use a UserForm to enter the client details and probably have a multi-select listbox containing items from which you could select the required ones for Correspondence, Memos/Notes, Drafts, etc. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm and See the article "How to find out which Items are selected in a Multi-Select ListBox" at: http://www.word.mvps.org/FAQs/Userfo...lectValues.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 "Paralegal Jennie" wrote in message ... I know there has to be a simple answer to my question--regardless I am asking for your advice/input on a frequent task of mine. There on choices on which avenue to take for this task. TASK: I frequently create client files for a law firm. This task consists of Word file with client information typed in several text boxes. The final result is printed ona full size label and put on a file. One of the text boxes contains a numbered list of corresponding inner file folders (Example: 1. Correspondence, 2. Memos/Notes 3. Drafts, etc.) and can change for each file. A table of contents of sorts. WISH LIST: I would like to enter the information once in that list on the large label and be able to take the list and turn it into Avery 5366 labels that will ultimately show: 1. Correspondence (name of client) (client file #) The name and file number can be added/updated with "search/replace". It is the number and the description I would like to automatically generate. Currently, I simple have 2 documents open (large label w/client info and Avery 5366 w/ name and file #) and cut and paste each corresponding name of the file. Additionally, what does "propogate labels" feature do on the mail merge toolbar? How does this feature work and can it work in this instance? I experimented but only was able to get "next record" field codes in a lable document. Not exactly sure how to link or create a data file from a numbered list? The goal is to have an easier method to create files. If this is going to require more work and time making multiple files/forms/typing of info, then I will have to just choose to do it by hand and move on. Thanks to anyone with a suggestion. I appreciate it!!! Jennifer, Paralegal Chicago, IL |
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