Thread: Document with drop down field for attorney. How to fill in the address etc in other fields.
View Single Post
 
Old 09-09-2017, 10:52 PM
gmayor's Avatar
gmayor gmayor is offline Windows 10 Office 2016
Expert
  
Join Date: Aug 2014
Posts: 4,138
gmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud ofgmayor has much to be proud of
Default
You can do it with macros easily enough and this echoes similar work I have done for the US legal sector in the past.

I would store all the fields required in a dedicated Excel worksheet for ease of maintenance. The attached has just a couple of fields, but demonstrates the methodology. You can add fields to the worksheet and bookmarks to the document to reflect those fields and write the values to the bookmarks as shown.

Put both attachments in the same folder and create a new document from the template. The userform is displayed. The combo box is filled with the data from the worksheet. select an entry and click Continue to write the data to the document.

You will find more on filling comboboxes and userforms on my web site.
Attached Files
File Type: dotm Attorney.dotm (37.7 KB, 38 views)
File Type: xlsx Example.xlsx (9.1 KB, 33 views)
__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com
Reply With Quote