UserForms & bookmarks vs. Content Controls vs. DocVariable
I have a userform and want to put the data from that form into about 5 different documents.
Nothing too special about that, and many years ago I did it with bookmarks.
I want to do something similar again, but I understand that times have changed, and my requirements this time are slightly different:
1. A userform that prompts for a variety of data, and then populates several documents (we call these documents a "form set" - there is a form set created for each "case").
2. The form set that is created is a bit of a living document, in that after its been created it is saved to a folder on a network share for that "case" and may be opened, data change and then resaved until the case is closed.
So when the form set is reopened, ideally the userform wants to be displayed again, and still be populated with the data that was originally entered. This data, once edited should update the forms.
3. A later stage of the project may do things in the background like sending emails.
So of the methods listed in the subject line, which is best before I start to get my hands dirty? Plan on starting in Word 2007 but will be on Word 2013 pretty soon.
Thanks in advance,