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Word standard letter with table to enter name/address/date etc
I have a standard letter that I use and want to make it so that when I open
the document a table pops up first and I fill in a set of parameters (ie. name, address, date) and then when I click OK it is filled in the document - I've seen it before and have no idea what it's called, it looked a bit like the properties table. I know it's a lot like mailmerge but that's not what I want as I'll be sharing this document with low-tech colleagues. Any tips on what this is called and how I set it up? |
#2
Posted to microsoft.public.word.docmanagement
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Word standard letter with table to enter name/address/date etc
Julia:
There are lots of ways to do this, and I hope others will offer some suggestions. The way I'd do it is with document properties. In Word 2000 I start by clicking File Properties. There are several properties on the Summary tab. I can also click the Custom tab, and create as many custom properties as I need. To put the value of a custom property in the body of the document, I insert a DOCPROPERTY field, using Insert Field. When creating the field, I just have to click Options, then select and add the name of the custom property. If you can count on your authors remembering to open the Properties dialog and setting the values, you're done. If you want an automatic display, that's a little harder. Bear |
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