I draft proposals daily, each asset uses the same language for about 80% of the proposal but some things change and sometimes I do not insert every issue.

I am wondering if there is a way to create a template in Word that would open up, and basically allow me to selection for a list of issues which issue I would like to use in the proposal and then click a button (or something) which would or go to the next page or open a new doc that has only those chosen issue titles and language in a table, which would then be editable.

I've attached a quick jpeg sample to help illustrate.

Hoping that makes some sense....can anyone help?

Thank you!

Attached Images

Word Template Sample.jpg (78.2 KB, 14 views)

Sure. There are number of routes. It would have to be properly designed, but one route would be a template that on generating a new document:

- displays a userform with your choices
- choices are selected, by checkbox or listing (whatever)
- click a button and THOSE choices are inserted into the new document

Depending on the text that is to be inserted (and how), this could be by using INCLUDETEXT fields, or opening another text file to get the text.

In principle that is how it can work. It would take careful thought and design.

Some people go a reductive route: everything is in the new document and the selections determine what is removed. This is done by having everything bookmarked, as bookmarks are very easy to remove.

Thank you, I'm glad to hear it can be done. So any suggestions on WHO could be something like that? Its about a 3 - 4 page doc.