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    Autofill wizards with templates - How? (word 2002)

    I want to create a family of templates to create common document types. Each template would read a unique collection of Word's user date to auto fill in the document and or reference data files, graphics etc. to autofill additional document elements.

    Can anybody please recomend a starting point and what skills I need to know to do this?

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    Re: Autofill wizards with templates - How? (word 2002)

    Please clarify:
    <hr>
    Each template would read a unique collection of Word's user date to auto fill in the document and or reference data files ...
    <hr>

    A specific example would also be helpful. You may be able to do this with a protected Form, though you'll also probably need at least a little VBA (macro) code for automation and data validation.

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    Re: Autofill wizards with templates - How? (word 2002)

    The first thing that might be helpful is to acquaint yourself with certain field codes. If you explore the Insert>Field options, you will find User Information (mostly drawn from Tools>Options...>User Information), document properties, dates, and so forth. Field codes can be updated by the user or by using a macro. You also can perform rudimentary calculations, but the syntax can get insanely complicated very quickly.

    In my early days, I set up forms by having a two section document. The first section had a table that the user filled in. In the left column was the type of information requested, while the cell in the right column was assigned a particular style, such as zCompany. When I wanted to insert the zCompany information into my document, I used the STYLEREF field. Users learned to use Ctrl+A (select all) F9 (update fields) to populate the data from the first section into the second section.

    Once you have exhausted the "easy" solutions afforded by fields, you have two other techniques to request user input: the first is using Word's Form fields feature (display the Forms toolbar using View>Toolbars), and the second is a programmed UserForm. Both of these are very big topics, and the best approach depends on a variety of factors. For example, if your environment prohibits program code due to macro security, a UserForm is out. On the other than, if the document needs to be attractive, Form Fields might not be your best choice (unless you adopt a multi-section approach as described above, using REF fields to copy data into the main document body from the Form Fields).

    Last but certainly not least, if you adopt a programmatic solution, you can draw data from other sources, include Access and SQL Server databases, text files, the web, and so forth. The advantage of that approach is to minimize re-entry by storing frequently re-used information. But this, too, is a big topic.

    If you want a professional solution, you might consider commercial document assembly software. An example from the legal world is HotDocs Standard Edition (there's a trial download for the much more expensive HotDocs Professional Edition).

    Hope this helps.

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    Re: Autofill wizards with templates - How? (word 2002)

    Thanks for your advice I was afraid of that, I was rather hoping I might be able to muddle thorough with a bit of visual basic and active x [img]/forums/images/smilies/ohmy.gif[/img]) . You have certainly given me enough to start with thanks.

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    Re: Autofill wizards with templates - How? (word 2002)

    Hi 2 extreme examples would be
    1. For a letter

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    Super Moderator jscher2000's Avatar
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    Re: Autofill wizards with templates - How? (word 2002)

    Actually, only sounds like about 50-60 hours to me, assuming you get some help here in the Lounge. <img src=/S/grin.gif border=0 alt=grin width=15 height=15>

    By the way, if you search for threads on invoice numbers (in Word and VB/VBA), you'll find suggestions on how to store and increment those in your code.

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