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Old 10-28-2020, 06:13 PM
CRMCathy CRMCathy is offline Mail merge with Form Fields Windows 7 32bit Mail merge with Form Fields Office 2010 32bit
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Default Mail merge with Form Fields

I have a client who needs to complete forms for individual clients following pest control inspections. These are currently set up with form fields in Word.



He needs to be able to merge the contact details from an Outlook contact - which I am very comfortable with doing - and then use the form fields in the Word document.

Am I best to:
1. Use Content controls in Word?
2. Use Graham Major's tools
3. Use the macros supplied by MS and referenced here within this forum?

I am a little confused as to the best way to proceed and appreciate any advice

Thank You!
Cathy
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Old 10-29-2020, 01:18 AM
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gmayor gmayor is offline Mail merge with Form Fields Windows 10 Mail merge with Form Fields Office 2016
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Mailmerge and legacy forms are mutually exclusive. I would suggest using content controls in the document. You can then even put merge fields in the content controls to allow the recipient to change incorrect data.
Insert Content Control Add-In includes an easy way to convert form fields to content controls.
If you then wish to mail merge and produce a form that has fields that may be edited, without disturbing any other content, then useE-Mail Merge Add-in and run the following macro from the process to merge to documents or document attachments to e-mail (not PDF or to e-mail body).
Code:
Sub LockForm(odoc As Document)
Dim oCC As ContentControl
    For Each oCC In odoc.ContentControls
        oCC.Range.Editors.Add (wdEditorEveryone)
    Next oCC
    odoc.Protect Type:=wdAllowOnlyReading, NoReset:=True, Password:="password"
End Sub
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Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com
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