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Old 07-07-2015, 05:29 PM
gecix gecix is offline Folder template Windows 7 64bit Folder template Office 2013
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Hi All,

I have a quick question and looking for some guidance.
at my work, we have a project template folder that we use to create hundreds of copies for individual projects. In each folder is several excel spreadsheets and word docs that need to be completed. However, each of them seem we need to enter the same information over and over again. Simple things like, site name, number, etc.
Is there a relatively easy way to set up so that I only need to put this information that is repeated in one file, a "project info" file, preferably an excel spreadsheet, that I can have all the other docs and spreadsheets to extract the data from.
I realize I would need to edit each of the individual files in the template folder to point to the correct master file. Just not sure how to do this and to make it such that when we copy the folder for a new project, that the docs will look at the right master file and not the one that sits in the template folder.

any help would be greatly appreciated.
Thanks

Stephen
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Old 07-10-2015, 08:57 PM
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macropod macropod is offline Folder template Windows 7 64bit Folder template Office 2010 32bit
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If you configured a generic project folder with an Excel workbook containing fields for the common project data and the documents you need formatted as mailmerge main documents linked to that workbook, you could produce the populated documents from that before moving them to the new project folder. Similarly, you could have other Excel workbooks linked to the same cells so that, upon opening, they'd pull in the same data. If you then break the links, the workbooks could then also be saved to the new project folder. All this could, of course, be automated once the Excel workbook containing fields for the common project data is populated.
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