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Old 04-19-2013, 03:32 AM
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macropod macropod is offline Contact details entered based on multiple drop down selections Windows 7 64bit Contact details entered based on multiple drop down selections Office 2010 32bit
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You really shouldn't need to do that. You should be able to define the relevant properties as part of the document templates used by each business division and branch, without the user ever needing to select them. Simply assign the appropriate values to the built-in document properties for each business division and branch, creating such additional properties as you might need. You can then use DOCPROPERTY fields wherever you need the data to appear in the document. As users move from one business division or branch to another, using the templates for the new business division or branch will automatically take care of the niceties, ensuring the data are correctly reported.
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Old 04-20-2013, 02:48 AM
ntropey87 ntropey87 is offline Contact details entered based on multiple drop down selections Windows 7 64bit Contact details entered based on multiple drop down selections Office 2010 64bit
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Originally Posted by macropod View Post
You really shouldn't need to do that. You should be able to define the relevant properties as part of the document templates used by each business division and branch, without the user ever needing to select them. Simply assign the appropriate values to the built-in document properties for each business division and branch, creating such additional properties as you might need. You can then use DOCPROPERTY fields wherever you need the data to appear in the document. As users move from one business division or branch to another, using the templates for the new business division or branch will automatically take care of the niceties, ensuring the data are correctly reported.
Hi Macropod,

Thank you for your response.

The idea of the template is that it can be used by anyone in the company regardless of division or branch. I was hoping to set it up so that on opening the template they can select their branch and location which inputs the relevant detail into the footer of the document. If possible, I don't want to have to have 5 different templates for divisions. Is this possible?
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