Hi All,
I have this word document and trying to use VBA has done my head in and I need some help. Its for a volunteer oganisation. I am looking some help to do the following: When users push a button it uses pre-filled fields (attached circled in yellow) and then saves it as a PDF something like "Townsville 09/11/2022 Night" to a pathway on our local computer and then attaches that PDF to an email (outlook) with predetermined script in the subject line and body of the email. Is this all possible? Thanks bushfirey

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Hi,
I'm hoping to understand a little more of what you're doing. Everything you're asking for I believe is possible. My question is, what are you going to do with the PDF once the organization receives it? Will someone manually take this PDF and enter it somewhere else manually?
If so, I'm wondering would you rather write the information to an Excel file, or something then email the organization that a new entry was made? If that makes sense, it might save some time for whoever is getting the emails.

@BrianHoard - Thanks for replying. The PDF will be for viewing only. The intended people need it for an FYI only. They will read it and do as they wish with it. It needs to be saved on a local drive pathway for later viewing should we need to only by that date and what shift it was. This would be sent in the morning and night to the intended people (running a day shift and night shift). It would serve to "brief" people of what was entailed in certain shifts (Ie majors events, incidents etc) I hope this makes sense

Oddly enough I was working on a telephone message template yesterday which would be virtually identical to this requirement. I have filled in the basics (see attached), but you will probably need to make some changes, particularly to the content control lists and the message format/recipients etc.

You can do the former easily with Insert Content Control Add-In. The rest should be obvious.

Note you cannot include the slashes in a date used for the filename.
The process saves the document as a temporary PDF file which is added to the message as an attachment.

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