#1
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Deciding on the best way to automate a long contract.
I am very new to all of the tricks that word can do. I've used it for many years but only in the capacity of creating documents, not templates, userforms, etc. After playing around for a while, I am slightly familiar with each and I'm not sure that any one of them fulfills my needs completely. I am trying to create something that takes a long contract and gives you the ability to fill in such as text boxes, check boxes, dropdowns afford. But I also need it to be able to allow the use of building blocks to choose between large paragraphs. I also want it to have the ability to have autofill since some of the fields are duplicates. It seems that I can create a template that allows the autofill but because it only works when the document is protected, that takes away the ability to use the building blocks. So I then tried to do a userform and struggled with that. Now I'm at a point that I just don't know which avenue is best. Any suggestions are very much appreciated. |
#2
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By AutoFill you mean duplicating data from one field to others?
Repeating Data (Populating Multiple Like Fields) Also look into Building Blocks & AutoText Finally, look into the AutoTextList field. How to Add Pop-Up Lists to Any Word Document So You Can Click Your Way Through Changes in Seconds (or how to use the AutoTextList field) by Bill Coan, MVP Here is my work in progress on AutoText. Automated Boilerplate Using Microsoft Word |
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