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Old 01-06-2012, 08:30 AM
Chad McGrew Chad McGrew is offline Forms for filling in legal documents? Windows 7 64bit Forms for filling in legal documents? Office 2007
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Default Forms for filling in legal documents?


We have purchase and sale agreements, deeds, etc with fields (or they were called fields in WP) that we wish to be able to merge with a customer's information automatically from a form. How is this accomplished in Word 7? It's probably so simple I'm just glancing right past it.
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Old 01-06-2012, 07:46 PM
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Hi Chad,

A typical arrangement with MS Office is that basic client data would be stored in a database or, perhaps, an Excel workbook (eg with a column for surnames, another for given names, another for street address, another for suburb, and so on). You could then use Word's mailmerge faciltity to generate a 'form' with a given client's details.

There are other ways, too, but it's hard to advise what might suit your current arrangements without further details about how you're obtaining/storing the client data, in particular.

You might find some useful info on sites like: http://www.officeforlawyers.com/
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