Quote:
Originally Posted by PauledInAction
Hi all,
I have a really quick question, relating to using word to create business proposals...
Is there a way to create 'parts' of a document that can be easily added and removed from a document? For example, lets say that I am creating a proposal for building a website and I have different parts to add that would be relevant to individual proposal, but follow similar formats. Ideally I could create 'parts' that would contain headers and paragraphs of content, such as design, development, e-commerce, wordpress, etc.
Then to create a new proposal I would open my proposal template then select which 'parts' I want in the proposal and volia, a proposal is quickly constructed.
If this is not possible, is there any software that can do this to make the process easier and quicker?
Thanks
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In general, you can use AutoText to store large or small portions of text and graphics. See
Automated Boilerplate Using Microsoft Word
You can even use the AutoTextList field to make a menu of parts to insert.
Look into using the StyleRef field in your headers/footers. When you link the StyleRef field to a header style used in your "parts" the header/footer changes automatically to reflect the page contents. Then your parts can be stored as AutoText. See also
Why use Microsoft Word’s built-in heading styles?
If that won't work for you, for parts with headers/footers it gets much more complex. This is because to change headers/footers you need to insert a section. Each section has potentially three different headers/footers and may or may not continue some of them from a previous section. See
Sections / Headers and Footers in Microsoft Word 2007-2010
I have not tried storing a section break set the way I want in an AutoText part. If you try it, please write back and let us know whether it works.
Otherwise, you could have these parts as separate documents and use a macro to 1) Insert a next-page section break, 2) discontinue the same as previous setting for headers/footers, and 3) insert that document in your new section complete with headers/footers.