How do I create (upon opening of template) a dialog box that asks the viewer five questions eg description, recipient, department etc and then takes these answers and populates a certificate in styles/formatting of only my choosing. I do not want them to to touch the document in anyway as they will kill the formatting. I have tried a basic user form but I think they will not complete it properly. If I use a macro that returns an error if they have not completed all five questions i will be on the right track. I have searched but am confused as to what macro I should be using or whether there is even a better/easier way than a macro.

Hi
Please see the following link which I am sure will help you:
http://www.gmayor.com/formfieldmacros.htm
Good luck.
Tony(OTPM)

Hi

Document attached as been created with the following - it has no macros.

Page orientation landscape.
Table without any borders, aligned vertically and horizontally on the page, Row height set to an exact height. Row fonts are only normal style font with different text effects (just as illustrations).
Merge Field used - "Fill-in" with prompts and case is \*caps, so whichever way the user enters the information, the words will start with a capital letter. Content control - date picker. Editing is restricted to "Filling in Forms" (Developer Tab|Restrict Editing), no passwords.

When saved as template, creating a new document will show Dialog Boxes with the prompts and will merge the information. User will be able to update fields (by right clicking and choosing update field) and select a date - they will not be able to change styles or header.

To edit the document you will need to Stop Protection in the Restrict Editing Dialog area.

Hope this helps.

Attached Files

Cert.docx (29.2 KB, 7 views)

thanks guys!
I will check out the attachment and read the link. will let you guys know how it goes.