Reply
 
Thread Tools Display Modes
  #1   Report Post  
Posted to microsoft.public.word.docmanagement
Sharpe
 
Posts: n/a
Default fields and external data

Hi

I am building some basic word templates, faxes, memos etc

Any ideas on how I can link some fields to external data. For example the
user logon information like Name, mobile phone No, Job title.

So as when someone uses the template for a fax it automatically signs the
document at the bottom with the information relevant to them.

I can get the user info off the word options tab without any probs but I
need to get it from the user info external to word.

Any ideas appreciated

Thanks
  #2   Report Post  
Posted to microsoft.public.word.docmanagement
Charles Kenyon
 
Posts: n/a
Default fields and external data

Consider using AutoText for this and AutoText fields. For each user, have a
template that has their information in AutoText entries. This template is
stored in the Word Startup folder. Make this folder different for each user
(part of the user profile). See
http://addbalance.com/word/movetotemplate.htm for step-by-step instructions
on moving / sharing / copying / backing-up customizations including
AutoText, AutoCorrect, keyboard assignments, toolbars, macros, etc.

You would then use AutoText fields in your templates to display this
information. You might want to have an AutoNew macro in the templates that
updates these fields and then locks or unlinks them. That way a document
created on one person's computer will remain the same when opened on someone
else's compter and if your AutoText template is not on the new computer, you
won't get annoying error messages.

For ideas on setting up your letterhead, take a look at: How to set up
letterhead or some other document where you want one header on the first
page and a different header on other pages.
http://www.addbalance.com/word/headersfooters.htm This gives step-by-step
instructions. (It also has the following links)

Some other pages to look at:

Letterhead Tips and Instructions
http://sbarnhill.mvps.org/WordFAQs/Letterhead.htm

Letterhead Textboxes and Styles tutorial
http://addbalance.com/word/download....StylesTutorial

Template Basics
http://www.addbalance.com/usersguide/templates.htm

How to Create a Template - Part 2 - essential reading
http://www.mvps.org/word/FAQs/Custom...platePart2.htm

Word "Forms"
http://www.addbalance.com/word/wordw...rces.htm#Forms and

Word for Word Perfect Users
http://www.addbalance.com/word/wordperfect.htm if you are coming from a WP
environment (or even if you are not).

Hope this helps,
--

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://word.mvps.org/FAQs/ 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://word.mvps.org/FAQs/ 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.

"Sharpe" wrote in message
...
Hi

I am building some basic word templates, faxes, memos etc

Any ideas on how I can link some fields to external data. For example the
user logon information like Name, mobile phone No, Job title.

So as when someone uses the template for a fax it automatically signs the
document at the bottom with the information relevant to them.

I can get the user info off the word options tab without any probs but I
need to get it from the user info external to word.

Any ideas appreciated

Thanks



Reply
Thread Tools
Display Modes

Posting Rules

Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump

Similar Threads
Thread Thread Starter Forum Replies Last Post
INCLUDETEXT fields and bookmarks [email protected] Microsoft Word Help 0 February 27th 06 08:44 PM
Update fields of mail merge based on lookup to database [email protected] Mailmerge 2 January 16th 06 06:01 PM
Update fields of mail merge based on lookup to database [email protected] Mailmerge 0 January 16th 06 02:25 PM
DotNet Data Table as Mail Merge Data Source goraya Mailmerge 1 July 7th 05 09:51 AM
Specific Email Merge w/ Specific Attachements Mark B Mailmerge 9 February 21st 05 05:10 AM


All times are GMT +1. The time now is 08:37 PM.

Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
Copyright ©2004-2024 Microsoft Office Word Forum - WordBanter.
The comments are property of their posters.
 

About Us

"It's about Microsoft Word"