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Question about custom boilerplate letters
Our office runs Microsoft Office Standard Edition, but I run Pro at home. I
am a novice/intermediate user of MO Word and basic user of MO Excel. Do not have rights to Access at work. I can learn quick, especially if someone points me to somewhere I can learn online the information. Our office has about 15 different boilerplate letters that we send out to clients in response to requests for information. Most of the paragraphs in the letters are repeating, but could be condensed down to AutoText entries, and each letter generated on the fly. The difficulties lie in the fact that some of the most used paragraphs need to contain information specific to each individual requesting information. Other times, the name of the client appears several times in the letter, in several paragraphs. And the usual issue of adding the address of the requestor to each generated letter. A mail merge is not probably not helpful in that the paragraphs will be changing based on individual needs, the letters will be generated/typed as the requests come in, and the editable fields seem to be somewhat limiting. But admittidly, I do not know much about mail merge other than the very basic uses. Form entries seemed to be the way to go at first, but the address field when modified into a formtext is not picked up by the envelopes automatic sniffer, as well as it doesn't eliminate the 15 different letters. I seem to recall a word document a long time ago that when you opened it, it would automatically pop up with a small window prompting you to enter information. Once all the popups were satisfied, it generated a letter that you could see and modify if needed, print, and that would work with the envelopes sniffer. Am I just dreaming? If not, is it possible to have a pop up window that would do what I described above....and maybe an option for what paragraphs I want to insert? Any thoughts? Thanks for the consideration! Desamona |
#2
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Question about custom boilerplate letters
Certainly it's possible to create a template with a UserForm (a custom
dialog box programmed in the VBA macro language, which is the popup you described). It would require you to learn at least some VBA (starting with http://www.word.mvps.org/FAQs/Macros...csIn15Mins.htm and http://www.word.mvps.org/FAQs/Userfo...eAUserForm.htm) and put in the development time, plus the commitment to maintain the template as your office's needs change. The better solution, if your office considers it worth that sort of investment, is commercial software already built for the purpose. Take a look at DataPrompter (http://www.wordsite.com/products/dpdas.htm), which will create your letters with a minimum of effort. -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. Desamona wrote: Our office runs Microsoft Office Standard Edition, but I run Pro at home. I am a novice/intermediate user of MO Word and basic user of MO Excel. Do not have rights to Access at work. I can learn quick, especially if someone points me to somewhere I can learn online the information. Our office has about 15 different boilerplate letters that we send out to clients in response to requests for information. Most of the paragraphs in the letters are repeating, but could be condensed down to AutoText entries, and each letter generated on the fly. The difficulties lie in the fact that some of the most used paragraphs need to contain information specific to each individual requesting information. Other times, the name of the client appears several times in the letter, in several paragraphs. And the usual issue of adding the address of the requestor to each generated letter. A mail merge is not probably not helpful in that the paragraphs will be changing based on individual needs, the letters will be generated/typed as the requests come in, and the editable fields seem to be somewhat limiting. But admittidly, I do not know much about mail merge other than the very basic uses. Form entries seemed to be the way to go at first, but the address field when modified into a formtext is not picked up by the envelopes automatic sniffer, as well as it doesn't eliminate the 15 different letters. I seem to recall a word document a long time ago that when you opened it, it would automatically pop up with a small window prompting you to enter information. Once all the popups were satisfied, it generated a letter that you could see and modify if needed, print, and that would work with the envelopes sniffer. Am I just dreaming? If not, is it possible to have a pop up window that would do what I described above....and maybe an option for what paragraphs I want to insert? Any thoughts? Thanks for the consideration! Desamona |
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