Reply
 
Thread Tools Display Modes
  #1   Report Post  
Posted to microsoft.public.word.docmanagement
QA info QA info is offline
external usenet poster
 
Posts: 2
Default Form Fields, Protect Form, Mail Merge, Templates vs Documents

Help for completely self-trained user:

I've just started a new job and I'm having difficulty with their documents
being inefficient, but I don't know enough yet about the tools to be able to
fix them. So, I have some simple questions, and I'd appreciate some feedback
on our current or my proposed procedures.

Right now our verifiers work from a protected form with form fields, but
occasionally they need to change some of the parts that are protected (adding
an additional category to a field), so the "protect" ends up being toggled on
and off several times. This might be fine.

What the verifiers currently do is to take the partial information that we
receive about the clients, type it out into one of the forms, cut and paste
it into two or more additional forms, save them each as unique documents,
then work from these documents while they are on the phone to the client.
What I'd like to do is fill in each of those forms simultaneously with the
supplied information before assigning them to the verifiers. I think I need
to use mail merge to do this, and I've figured out the basic steps on how to
do it. After the merge is complete, I'd like them to continue to fill out the
form while on the phone. I'm assuming it makes sense to have the merged
document come out with form fields still on it and the document still
protected so that the verifiers don't inadvertantly change the form. I've
already gotten some help about how to do this, but it won't make sense to me
until after I study it for a while.

Lastly, and, this seems like a stupid question to me, but I'm also unsure
about the difference between a template and a document, and whether there is
a difference about how they behave. Isn't a template just a partially
complete document?
  #2   Report Post  
Posted to microsoft.public.word.docmanagement
Suzanne S. Barnhill Suzanne S. Barnhill is offline
external usenet poster
 
Posts: 33,624
Default Form Fields, Protect Form, Mail Merge, Templates vs Documents

For information about templates, see
http://word.mvps.org/FAQs/Customizat...platePart1.htm and
http://word.mvps.org/FAQs/Customizat...latesStore.htm

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
http://word.mvps.org

"QA info" QA wrote in message
...
Help for completely self-trained user:

I've just started a new job and I'm having difficulty with their documents
being inefficient, but I don't know enough yet about the tools to be able
to
fix them. So, I have some simple questions, and I'd appreciate some
feedback
on our current or my proposed procedures.

Right now our verifiers work from a protected form with form fields, but
occasionally they need to change some of the parts that are protected
(adding
an additional category to a field), so the "protect" ends up being toggled
on
and off several times. This might be fine.

What the verifiers currently do is to take the partial information that we
receive about the clients, type it out into one of the forms, cut and
paste
it into two or more additional forms, save them each as unique documents,
then work from these documents while they are on the phone to the client.
What I'd like to do is fill in each of those forms simultaneously with the
supplied information before assigning them to the verifiers. I think I
need
to use mail merge to do this, and I've figured out the basic steps on how
to
do it. After the merge is complete, I'd like them to continue to fill out
the
form while on the phone. I'm assuming it makes sense to have the merged
document come out with form fields still on it and the document still
protected so that the verifiers don't inadvertantly change the form. I've
already gotten some help about how to do this, but it won't make sense to
me
until after I study it for a while.

Lastly, and, this seems like a stupid question to me, but I'm also unsure
about the difference between a template and a document, and whether there
is
a difference about how they behave. Isn't a template just a partially
complete document?


  #3   Report Post  
Posted to microsoft.public.word.docmanagement
Doug Robbins - Word MVP on news.microsoft.com Doug Robbins - Word MVP on news.microsoft.com is offline
external usenet poster
 
Posts: 407
Default Form Fields, Protect Form, Mail Merge, Templates vs Documents

While I have given you some information in response to your posts in the
mailmerge fields newsgroup, possibly what you should really be using is a
userform.

See the article "How to create a Userform" at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

or, see the following pages of fellow MVP Greg Maxey's website :

http://gregmaxey.mvps.org/Create_and...a_UserForm.htm

http://gregmaxey.mvps.org/Populate_UserForm_ListBox.htm

and for better record keeping, see the last of the following series of
articles

http://www.mousetrax.com/techpage.html#autoforms

Please Fill Out This Form
Part 1: Create professional looking forms in Word
http://www.computorcompanion.com/LPMArticle.asp?ID=22

Part 2: Adding Automation to your Word forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=46

Part 3: Learn more VBA (macros) to automate your forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=119

Part 4: Use custom dialog boxes in your Word forms
http://www.computorcompanion.com/LPMArticle.asp?ID=127

Part 5: Connect your AutoForm to a database to save input time and keep
better records!
http://www.computorcompanion.com/LPMArticle.asp?ID=136


--
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, originally posted via msnews.microsoft.com

"QA info" QA wrote in message
...
Help for completely self-trained user:

I've just started a new job and I'm having difficulty with their documents
being inefficient, but I don't know enough yet about the tools to be able
to
fix them. So, I have some simple questions, and I'd appreciate some
feedback
on our current or my proposed procedures.

Right now our verifiers work from a protected form with form fields, but
occasionally they need to change some of the parts that are protected
(adding
an additional category to a field), so the "protect" ends up being toggled
on
and off several times. This might be fine.

What the verifiers currently do is to take the partial information that we
receive about the clients, type it out into one of the forms, cut and
paste
it into two or more additional forms, save them each as unique documents,
then work from these documents while they are on the phone to the client.
What I'd like to do is fill in each of those forms simultaneously with the
supplied information before assigning them to the verifiers. I think I
need
to use mail merge to do this, and I've figured out the basic steps on how
to
do it. After the merge is complete, I'd like them to continue to fill out
the
form while on the phone. I'm assuming it makes sense to have the merged
document come out with form fields still on it and the document still
protected so that the verifiers don't inadvertantly change the form. I've
already gotten some help about how to do this, but it won't make sense to
me
until after I study it for a while.

Lastly, and, this seems like a stupid question to me, but I'm also unsure
about the difference between a template and a document, and whether there
is
a difference about how they behave. Isn't a template just a partially
complete document?



  #4   Report Post  
Posted to microsoft.public.word.docmanagement
QA info[_2_] QA info[_2_] is offline
external usenet poster
 
Posts: 3
Default Form Fields, Protect Form, Mail Merge, Templates vs Documents

Thanks Doug! I'm pretty sure that's what I'm after. I have a lot of reading
and learning to do!

"Doug Robbins - Word MVP on news.microsof" wrote:

While I have given you some information in response to your posts in the
mailmerge fields newsgroup, possibly what you should really be using is a
userform.

See the article "How to create a Userform" at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

or, see the following pages of fellow MVP Greg Maxey's website :

http://gregmaxey.mvps.org/Create_and...a_UserForm.htm

http://gregmaxey.mvps.org/Populate_UserForm_ListBox.htm

and for better record keeping, see the last of the following series of
articles

http://www.mousetrax.com/techpage.html#autoforms

Please Fill Out This Form
Part 1: Create professional looking forms in Word
http://www.computorcompanion.com/LPMArticle.asp?ID=22

Part 2: Adding Automation to your Word forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=46

Part 3: Learn more VBA (macros) to automate your forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=119

Part 4: Use custom dialog boxes in your Word forms
http://www.computorcompanion.com/LPMArticle.asp?ID=127

Part 5: Connect your AutoForm to a database to save input time and keep
better records!
http://www.computorcompanion.com/LPMArticle.asp?ID=136


--
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, originally posted via msnews.microsoft.com

"QA info" QA wrote in message
...
Help for completely self-trained user:

I've just started a new job and I'm having difficulty with their documents
being inefficient, but I don't know enough yet about the tools to be able
to
fix them. So, I have some simple questions, and I'd appreciate some
feedback
on our current or my proposed procedures.

Right now our verifiers work from a protected form with form fields, but
occasionally they need to change some of the parts that are protected
(adding
an additional category to a field), so the "protect" ends up being toggled
on
and off several times. This might be fine.

What the verifiers currently do is to take the partial information that we
receive about the clients, type it out into one of the forms, cut and
paste
it into two or more additional forms, save them each as unique documents,
then work from these documents while they are on the phone to the client.
What I'd like to do is fill in each of those forms simultaneously with the
supplied information before assigning them to the verifiers. I think I
need
to use mail merge to do this, and I've figured out the basic steps on how
to
do it. After the merge is complete, I'd like them to continue to fill out
the
form while on the phone. I'm assuming it makes sense to have the merged
document come out with form fields still on it and the document still
protected so that the verifiers don't inadvertantly change the form. I've
already gotten some help about how to do this, but it won't make sense to
me
until after I study it for a while.

Lastly, and, this seems like a stupid question to me, but I'm also unsure
about the difference between a template and a document, and whether there
is
a difference about how they behave. Isn't a template just a partially
complete document?




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
Mail Merge into a Form and Protect the Form Mail Merge and Form Protection in Word 2 Mailmerge 1 February 5th 07 08:10 PM
How do I mail merge a form without losing the form fields when me. TGM Mailmerge 1 May 30th 06 12:11 PM
MS Word form fields versus mail merge fields [email protected] Mailmerge 4 March 4th 06 05:31 PM
Cannot Protect a Mail-Merge Form DaveDVF Microsoft Word Help 3 October 27th 05 07:03 PM
How can I protect a form and still have mail merge? Beth Mailmerge 1 March 12th 05 04:41 AM


All times are GMT +1. The time now is 12:14 PM.

Copyright ©2000 - 2023, Jelsoft Enterprises Ltd.
Copyright 2004-2023 Microsoft Office Word Forum - WordBanter.
The comments are property of their posters.
 

About Us

"It's about Microsoft Word"